Capricorn Fund Managers
NU icon

Capricorn Fund Managers’s Nu Holdings NU Stock Holding History

Capricorn Fund Managers’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
Q3 		$9.5M Buy
+750,000
New +$10.6M 0.9% 47
2024
Q1 		– Sell
-985,500
Closed -$8.21M – 65
2023
Q4 		$8.21M Buy
+985,500
New +$7.96M 4.52% 3

Other funds holding NU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Capricorn Fund Managers's NU Position: Q3 2026 in Review

Capricorn Fund Managers opened a new position in Nu Holdings (NU) in Q3 2026: 750,000 shares worth $9.5M. The stake represents 0.9% of the portfolio and ranks #47 among its holdings. This is a return to the name: Capricorn Fund Managers previously reported a position in NU as recently as Q4 2023.

Capricorn Fund Managers first reported a position in NU in Q4 2023 and has held it in 2 quarters since. 688 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Capricorn Fund Managers held 750,000 shares of Nu Holdings worth $9.5M as of Q3 2026.
  • Nu Holdings was a new Capricorn Fund Managers position in Q3 2026.
  • Nu Holdings made up 0.9% of Capricorn Fund Managers's portfolio in Q3 2026, its #47 holding.
  • Capricorn Fund Managers first reported a position in Nu Holdings in Q4 2023 and has held it in 2 quarters since.
  • 688 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Capricorn Fund Managers's 13F filing for Q3 2026, filed 3 Nov 2026.