CI Investments Inc’s Nu Holdings NU Stock Holding History

CI Investments Inc’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 Q1	$62.7M	Buy	4,366,670 +2,909,356	+200%	+$47.2M	0.3%	79
2025 Q4	$24.4M	Buy	1,457,314 +702,672	+93%	+$11.3M	0.11%	156
2025 Q3	$12.1M	Buy	+754,642	New	+$10.5M	0.04%	202
2025 Q1	–	Sell	-995,071	Closed	-$10.3M	–	1320
2024 Q4	$10.3M	Buy	995,071 +44,088	+5%	+$586K	0.04%	228
2024 Q3	$13M	Sell	950,983 -447,658	-32%	-$6.02M	0.05%	209
2024 Q2	$18M	Sell	1,398,641 -60,493	-4%	-$704K	0.07%	174
2024 Q1	$17.4M	Buy	1,459,134 +619,617	+74%	+$6.33M	0.07%	184
2023 Q4	$6.99M	Buy	+839,517	New	+$6.78M	0.04%	248

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CI Investments Inc's NU Position: Q1 2026 in Review

CI Investments Inc increased its Nu Holdings (NU) stake by 200% in Q1 2026, buying an estimated $47.2M and bringing the position to 4,366,670 shares worth $62.7M. The position accounts for 0.3% of the portfolio, ranked #79.

CI Investments Inc first reported a position in NU in Q4 2023 and has held it in 8 quarters since. 900 funds tracked by Wall St. Rank hold NU as of Q1 2026.

CI Investments Inc held 4,366,670 shares of Nu Holdings worth $62.7M as of Q1 2026.
CI Investments Inc bought 2,909,356 Nu Holdings shares in Q1 2026, an estimated $47.2M.
Nu Holdings made up 0.3% of CI Investments Inc's portfolio in Q1 2026, its #79 holding.
CI Investments Inc first reported a position in Nu Holdings in Q4 2023 and has held it in 8 quarters since.
900 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.