Comgest Global Investors’s Nu Holdings NU Stock Holding History

Comgest Global Investors’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	$18M	Buy	+1,345,251	New	+$18.1M	0.4%	32
2024 Q4	–	Sell	-13,124	Closed	-$179K	–	64
2024 Q3	$179K	Sell	13,124 -4,997	-28%	-$67.2K	﹤0.01%	63
2024 Q2	$234K	Sell	18,121 -1,217	-6%	-$14.2K	﹤0.01%	66
2024 Q1	$231K	Buy	+19,338	New	+$197K	﹤0.01%	66

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

Comgest Global Investors's NU Position: Q2 2026 in Review

Comgest Global Investors opened a new position in Nu Holdings (NU) in Q2 2026: 1,345,251 shares worth $18M. The stake represents 0.4% of the portfolio and ranks #32 among its holdings. This is a return to the name: Comgest Global Investors previously reported a position in NU as recently as Q3 2024.

Comgest Global Investors first reported a position in NU in Q1 2024 and has held it in 4 quarters since. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Comgest Global Investors held 1,345,251 shares of Nu Holdings worth $18M as of Q2 2026.
Nu Holdings was a new Comgest Global Investors position in Q2 2026.
Nu Holdings made up 0.4% of Comgest Global Investors's portfolio in Q2 2026, its #32 holding.
Comgest Global Investors first reported a position in Nu Holdings in Q1 2024 and has held it in 4 quarters since.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Comgest Global Investors's 13F filing for Q2 2026, filed 24 Jul 2026.