CM
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Caption Management’s Nu Holdings NU Stock Holding History

Caption Management’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
2025
Q3 		– Sell
-32,900
Closed -$459K – 1932
2025
Q2 		$451K Sell
32,900
-212,100
-87% -$2.54M 0.01% 1134
2025
Q1 		$2.51M Buy
245,000
+213,200
+670% +$2.52M 0.02% 612
2024
Q4 		$329K Buy
+31,800
New +$423K ﹤0.01% 1195
2024
Q2 		– Sell
-16,000
Closed -$186K – 1400
2024
Q1 		$191K Buy
+16,000
New +$163K ﹤0.01% 1009
2023
Q4 		– Sell
-81,240
Closed -$657K – 1557
2023
Q3 		$589K Buy
+81,240
New +$608K 0.01% 897
2022
Q4 		– Sell
-27,391
Closed -$121K – 1591
2022
Q3 		$121K Buy
+27,391
New +$126K ﹤0.01% 1309

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caption Management's NU Position: Q3 2025 in Review

Caption Management sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 32,900 shares — an estimated $459K sold.

Caption Management first reported a position in NU in Q3 2022 and held it in 6 quarters. The position peaked at $2.51M in Q1 2025. 801 funds tracked by Wall St. Rank hold NU as of Q3 2025.

  • Caption Management reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
  • Caption Management sold 32,900 Nu Holdings shares in Q3 2025, an estimated $459K.
  • Caption Management first reported a position in Nu Holdings in Q3 2022 and held it in 6 quarters.
  • Caption Management's Nu Holdings position peaked at $2.51M in Q1 2025.
  • 801 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Caption Management's 13F filing for Q3 2025, filed 14 Nov 2025.