Choreo LLC’s Nu Holdings NU Stock Holding History

Choreo LLC’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	$1.11M	Sell	82,717 -3,838	-4%	-$51.7K	0.01%	605
2026 Q1	$1.24M	Buy	86,555 +3,447	+4%	+$55.9K	0.02%	538
2025 Q4	$1.4M	Buy	83,108 +3,032	+4%	+$48.7K	0.02%	475
2025 Q3	$1.28M	Buy	80,076 +4,115	+5%	+$57.4K	0.02%	509
2025 Q2	$1.04M	Buy	75,961 +8,484	+13%	+$102K	0.01%	575
2025 Q1	$691K	Sell	67,477 -3,311	-5%	-$39.1K	0.01%	686
2024 Q4	$753K	Sell	70,788 -17,176	-20%	-$228K	0.01%	688
2024 Q3	$1.18M	Buy	87,964 +14,047	+19%	+$189K	0.02%	514
2024 Q2	$914K	Buy	+73,917	New	+$861K	0.02%	559

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Choreo LLC's NU Position: Q2 2026 in Review

Choreo LLC reduced its Nu Holdings (NU) stake by 4.4% in Q2 2026, selling an estimated $51.7K and leaving 82,717 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #605.

Choreo LLC first reported a position in NU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Choreo LLC held 82,717 shares of Nu Holdings worth $1.11M as of Q2 2026.
Choreo LLC sold 3,838 Nu Holdings shares in Q2 2026, an estimated $51.7K.
Nu Holdings made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #605 holding.
Choreo LLC first reported a position in Nu Holdings in Q2 2024 and has held it in 9 quarters since.
Choreo LLC's Nu Holdings position peaked at $1.4M in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.