Capital World Investors’s Nu Holdings NU Stock Holding History

Capital World Investors’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$81.3M	Sell	6,087,429 -46,705	-0.8%	-$630K	0.01%	430
2026 Q1	$88.1M	Sell	6,134,134 -4,314,083	-41%	-$69.9M	0.01%	398
2025 Q4	$175M	Buy	10,448,217 +102,637	+1%	+$1.65M	0.02%	297
2025 Q3	$166M	Buy	10,345,580 +118,189	+1%	+$1.65M	0.02%	291
2025 Q2	$140M	Buy	10,227,391 +83,349	+0.8%	+$998K	0.02%	311
2025 Q1	$104M	Buy	10,144,042 +160,822	+2%	+$1.9M	0.02%	330
2024 Q4	$103M	Sell	9,983,220 -15,129	-0.2%	-$201K	0.02%	338
2024 Q3	$136M	Sell	9,998,349 -11,568	-0.1%	-$156K	0.02%	317
2024 Q2	$129M	Sell	10,009,917 -14,427	-0.1%	-$168K	0.02%	314
2024 Q1	$120M	Sell	10,024,344 -27,772	-0.3%	-$284K	0.02%	330
2023 Q4	$83.7M	Sell	10,052,116 -11,542	-0.1%	-$93.3K	0.01%	350
2023 Q3	$73M	Buy	+10,063,658	New	+$75.3M	0.01%	356

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

KCMH

Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return

Capital World Investors's NU Position: Q2 2026 in Review

Capital World Investors reduced its Nu Holdings (NU) stake by 0.76% in Q2 2026, selling an estimated $630K and leaving 6,087,429 shares worth $81.3M. The position accounts for 0.01% of the portfolio, ranked #430.

Capital World Investors first reported a position in NU in Q3 2023 and has held it in 12 quarters since. The position peaked at $175M in Q4 2025. 626 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Capital World Investors held 6,087,429 shares of Nu Holdings worth $81.3M as of Q2 2026.
Capital World Investors sold 46,705 Nu Holdings shares in Q2 2026, an estimated $630K.
Nu Holdings made up 0.01% of Capital World Investors's portfolio in Q2 2026, its #430 holding.
Capital World Investors first reported a position in Nu Holdings in Q3 2023 and has held it in 12 quarters since.
Capital World Investors's Nu Holdings position peaked at $175M in Q4 2025.
626 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.