Clough Capital Partners’s Nu Holdings NU Stock Holding History

Clough Capital Partners’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	–	Sell	-116,337	Closed	-$1.95M	–	117
2025 Q4	$1.95M	Buy	116,337 +65,882	+131%	+$1.06M	0.17%	75
2025 Q3	$808K	Buy	+50,455	New	+$704K	0.07%	101
2025 Q2	–	Sell	-1,416,937	Closed	-$14.5M	–	130
2025 Q1	$14.5M	Buy	+1,416,937	New	+$16.7M	1.81%	19
2024 Q4	–	Sell	-87,408	Closed	-$1.19M	–	152
2024 Q3	$1.19M	Sell	87,408 -5,625	-6%	-$75.7K	0.12%	95
2024 Q2	$1.2M	Buy	93,033 +44,096	+90%	+$513K	0.13%	75
2024 Q1	$584K	Buy	48,937 +2,058	+4%	+$21K	0.06%	96
2023 Q4	$391K	Buy	46,879 +10,687	+30%	+$86.4K	0.04%	148
2023 Q3	$262K	Buy	+36,192	New	+$271K	0.03%	168

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 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

Clough Capital Partners's NU Position: Q1 2026 in Review

Clough Capital Partners sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 116,337 shares — an estimated $1.95M sold.

Clough Capital Partners first reported a position in NU in Q3 2023 and held it in 8 quarters. The position peaked at $14.5M in Q1 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Clough Capital Partners reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
Clough Capital Partners sold 116,337 Nu Holdings shares in Q1 2026, an estimated $1.95M.
Clough Capital Partners first reported a position in Nu Holdings in Q3 2023 and held it in 8 quarters.
Clough Capital Partners's Nu Holdings position peaked at $14.5M in Q1 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Clough Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.