Cloverfields Capital Group’s Nu Holdings NU Stock Holding History

Cloverfields Capital Group’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	$4.08M	Sell	284,043 -6,337	-2%	-$103K	1.32%	35
2025 Q4	$4.86M	Buy	290,380 +99,117	+52%	+$1.59M	1.51%	31
2025 Q3	$3.06M	Sell	191,263 -17,331	-8%	-$242K	0.96%	48
2025 Q2	$2.86M	Buy	208,594 +23,412	+13%	+$280K	0.85%	50
2025 Q1	$1.9M	Sell	185,182 -749	-0.4%	-$8.85K	0.63%	60
2024 Q4	$1.93M	Buy	185,931 +16,700	+10%	+$222K	0.62%	56
2024 Q3	$2.31M	Sell	169,231 -67,856	-29%	-$913K	0.75%	53
2024 Q2	$3.06M	Buy	237,087 +26	+0%	+$303	1.03%	43
2024 Q1	$2.83M	Buy	237,061 +2,802	+1%	+$28.6K	0.95%	42
2023 Q4	$1.95M	Buy	234,259 +61,371	+35%	+$496K	0.76%	55
2023 Q3	$1.25M	Hold	172,888	–	–	0.56%	63
2023 Q2	$1.36M	Buy	+172,888	New	+$1.06M	0.44%	58

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

Cloverfields Capital Group's NU Position: Q1 2026 in Review

Cloverfields Capital Group reduced its Nu Holdings (NU) stake by 2.2% in Q1 2026, selling an estimated $103K and leaving 284,043 shares worth $4.08M. The position accounts for 1.32% of the portfolio, ranked #35.

Cloverfields Capital Group first reported a position in NU in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.86M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Cloverfields Capital Group held 284,043 shares of Nu Holdings worth $4.08M as of Q1 2026.
Cloverfields Capital Group sold 6,337 Nu Holdings shares in Q1 2026, an estimated $103K.
Nu Holdings made up 1.32% of Cloverfields Capital Group's portfolio in Q1 2026, its #35 holding.
Cloverfields Capital Group first reported a position in Nu Holdings in Q2 2023 and has held it in 12 quarters since.
Cloverfields Capital Group's Nu Holdings position peaked at $4.86M in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Cloverfields Capital Group's 13F filing for Q1 2026, filed 14 May 2026.