C
NU icon

Cliffwater’s Nu Holdings NU Stock Holding History

Cliffwater’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 		$136K Hold
9,485
– – 0.04% 17
2025
Q4 		$159K Buy
9,485
+4,013
+73% +$64.5K 0.03% 19
2025
Q3 		$87.6K Hold
5,472
– – 0.02% 21
2025
Q2 		$75.1K Hold
5,472
– – 0.02% 24
2025
Q1 		$56K Hold
5,472
– – 0.01% 23
2024
Q4 		$56.7K Buy
+5,472
New +$72.8K 0.01% 19

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

Cliffwater's NU Position: Q1 2026 in Review

Cliffwater held its Nu Holdings (NU) position steady in Q1 2026 at 9,485 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #17.

Cliffwater first reported a position in NU in Q4 2024 and has held it in 6 quarters since. The position peaked at $159K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Cliffwater held 9,485 shares of Nu Holdings worth $136K as of Q1 2026.
  • Cliffwater left its Nu Holdings share count unchanged in Q1 2026.
  • Nu Holdings made up 0.04% of Cliffwater's portfolio in Q1 2026, its #17 holding.
  • Cliffwater first reported a position in Nu Holdings in Q4 2024 and has held it in 6 quarters since.
  • Cliffwater's Nu Holdings position peaked at $159K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Cliffwater's 13F filing for Q1 2026, filed 13 May 2026.