DNCA Finance’s Nu Holdings NU Stock Holding History

DNCA Finance’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	$9.57M	Buy	716,050 +172,050	+32%	+$2.32M	0.46%	44
2026 Q1	$7.82M	Buy	+544,000	New	+$8.82M	0.45%	40
2025 Q1	–	Sell	-53,000	Closed	-$549K	–	141
2024 Q4	$549K	Hold	53,000	–	–	0.04%	106
2024 Q3	$723K	Sell	53,000 -36,000	-40%	-$484K	0.06%	85
2024 Q2	$1.15M	Buy	+89,000	New	+$1.04M	0.1%	75

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

DNCA Finance's NU Position: Q2 2026 in Review

DNCA Finance increased its Nu Holdings (NU) stake by 32% in Q2 2026, buying an estimated $2.32M and bringing the position to 716,050 shares worth $9.57M. The position accounts for 0.46% of the portfolio, ranked #44.

DNCA Finance first reported a position in NU in Q2 2024 and has held it in 5 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

DNCA Finance held 716,050 shares of Nu Holdings worth $9.57M as of Q2 2026.
DNCA Finance bought 172,050 Nu Holdings shares in Q2 2026, an estimated $2.32M.
Nu Holdings made up 0.46% of DNCA Finance's portfolio in Q2 2026, its #44 holding.
DNCA Finance first reported a position in Nu Holdings in Q2 2024 and has held it in 5 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on DNCA Finance's 13F filing for Q2 2026, filed 13 Aug 2026.