Clear Harbor Asset Management’s Nu Holdings NU Stock Holding History

Clear Harbor Asset 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
2026 Q2	$165K	Buy	+12,359	New	+$167K	0.01%	428
2026 Q1	–	Sell	-41,099	Closed	-$688K	–	480
2025 Q4	$688K	Sell	41,099 -9,081	-18%	-$146K	0.05%	260
2025 Q3	$803K	Sell	50,180 -28	-0.1%	-$391	0.06%	222
2025 Q2	$689K	Buy	50,208 +4,490	+10%	+$53.8K	0.05%	236
2025 Q1	$468K	Buy	+45,718	New	+$540K	0.04%	274

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

Clear Harbor Asset Management's NU Position: Q2 2026 in Review

Clear Harbor Asset Management opened a new position in Nu Holdings (NU) in Q2 2026: 12,359 shares worth $165K. The stake represents 0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Clear Harbor Asset Management previously reported a position in NU as recently as Q4 2025.

Clear Harbor Asset Management first reported a position in NU in Q1 2025 and has held it in 5 quarters since. The position peaked at $803K in Q3 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Clear Harbor Asset Management held 12,359 shares of Nu Holdings worth $165K as of Q2 2026.
Nu Holdings was a new Clear Harbor Asset Management position in Q2 2026.
Nu Holdings made up 0.01% of Clear Harbor Asset Management's portfolio in Q2 2026, its #428 holding.
Clear Harbor Asset Management first reported a position in Nu Holdings in Q1 2025 and has held it in 5 quarters since.
Clear Harbor Asset Management's Nu Holdings position peaked at $803K in Q3 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.