DIM
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DLK Investment Management’s Nu Holdings NU Stock Holding History

DLK Investment 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
Q3 		$165K Buy
+13,000
New +$184K 0.06% 86
2026
Q2 		– Sell
-13,000
Closed -$187K – 118
2026
Q1 		$187K Buy
+13,000
New +$211K 0.07% 80

Other funds holding NU

S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

DLK Investment Management's NU Position: Q3 2026 in Review

DLK Investment Management opened a new position in Nu Holdings (NU) in Q3 2026: 13,000 shares worth $165K. The stake represents 0.06% of the portfolio and ranks #86 among its holdings. This is a return to the name: DLK Investment Management previously reported a position in NU as recently as Q1 2026.

DLK Investment Management first reported a position in NU in Q1 2026 and has held it in 2 quarters since. The position peaked at $187K in Q1 2026. 21 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • DLK Investment Management held 13,000 shares of Nu Holdings worth $165K as of Q3 2026.
  • Nu Holdings was a new DLK Investment Management position in Q3 2026.
  • Nu Holdings made up 0.06% of DLK Investment Management's portfolio in Q3 2026, its #86 holding.
  • DLK Investment Management first reported a position in Nu Holdings in Q1 2026 and has held it in 2 quarters since.
  • DLK Investment Management's Nu Holdings position peaked at $187K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.