Coatue Management’s Nu Holdings NU Stock Holding History

Coatue 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	$392M	Hold	29,333,576	–	–	0.81%	25
2026 Q1	$422M	Sell	29,333,576 -16,416,787	-36%	-$266M	1.45%	19
2025 Q4	$766M	Sell	45,750,363 -1,548,412	-3%	-$24.9M	1.92%	21
2025 Q3	$757M	Sell	47,298,775 -1,143,924	-2%	-$16M	1.86%	19
2025 Q2	$665M	Sell	48,442,699 -7,349,298	-13%	-$88M	1.85%	18
2025 Q1	$571M	Sell	55,791,997 -23,977,233	-30%	-$283M	2.52%	14
2024 Q4	$826M	Buy	79,769,230 +16,968,600	+27%	+$226M	2.78%	12
2024 Q3	$857M	Buy	62,800,630 +3,658,025	+6%	+$49.2M	3.18%	10
2024 Q2	$762M	Sell	59,142,605 -3,670,362	-6%	-$42.7M	2.97%	13
2024 Q1	$749M	Sell	62,812,967 -208,980	-0.3%	-$2.13M	2.94%	10
2023 Q4	$525M	Buy	63,021,947 +7,886,538	+14%	+$63.7M	2.2%	13
2023 Q3	$400M	Buy	55,135,409 +50,059,354	+986%	+$374M	2.03%	17
2023 Q2	$40.1M	Buy	+5,076,055	New	+$31.2M	0.2%	47

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

Coatue Management's NU Position: Q2 2026 in Review

Coatue Management held its Nu Holdings (NU) position steady in Q2 2026 at 29,333,576 shares worth $392M. The position accounts for 0.81% of the portfolio, ranked #25.

Coatue Management first reported a position in NU in Q2 2023 and has held it in 13 quarters since. The position peaked at $857M in Q3 2024. 855 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Coatue Management held 29,333,576 shares of Nu Holdings worth $392M as of Q2 2026.
Coatue Management left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up 0.81% of Coatue Management's portfolio in Q2 2026, its #25 holding.
Coatue Management first reported a position in Nu Holdings in Q2 2023 and has held it in 13 quarters since.
Coatue Management's Nu Holdings position peaked at $857M in Q3 2024.
855 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Coatue Management's 13F filing for Q2 2026, filed 14 Aug 2026.