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 Q2	$2.9M	Buy	+216,944	New	+$2.92M	0.24%	73
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 $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

Clough Capital Partners's NU Position: Q2 2026 in Review

Clough Capital Partners opened a new position in Nu Holdings (NU) in Q2 2026: 216,944 shares worth $2.9M. The stake represents 0.24% of the portfolio and ranks #73 among its holdings. This is a return to the name: Clough Capital Partners previously reported a position in NU as recently as Q4 2025.

Clough Capital Partners first reported a position in NU in Q3 2023 and has held it in 9 quarters since. The position peaked at $14.5M in Q1 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Clough Capital Partners held 216,944 shares of Nu Holdings worth $2.9M as of Q2 2026.
Nu Holdings was a new Clough Capital Partners position in Q2 2026.
Nu Holdings made up 0.24% of Clough Capital Partners's portfolio in Q2 2026, its #73 holding.
Clough Capital Partners first reported a position in Nu Holdings in Q3 2023 and has held it in 9 quarters since.
Clough Capital Partners's Nu Holdings position peaked at $14.5M in Q1 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Clough Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.