Driehaus Capital Management’s Nu Holdings NU Stock Holding History

Driehaus Capital 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	$111M	Buy	8,314,486 +1,026,204	+14%	+$13.8M	0.64%	38
2026 Q1	$105M	Sell	7,288,282 -417,775	-5%	-$6.77M	0.77%	26
2025 Q4	$129M	Buy	7,706,057 +3,689,298	+92%	+$59.3M	0.88%	17
2025 Q3	$64.3M	Buy	4,016,759 +876,435	+28%	+$12.2M	0.46%	67
2025 Q2	$43.1M	Buy	+3,140,324	New	+$37.6M	0.34%	95
2025 Q1	–	Sell	-2,690,146	Closed	-$27.9M	–	447
2024 Q4	$27.9M	Buy	2,690,146 +57,652	+2%	+$767K	0.23%	137
2024 Q3	$35.9M	Sell	2,632,494 -227,589	-8%	-$3.06M	0.31%	106
2024 Q2	$36.9M	Buy	+2,860,083	New	+$33.3M	0.36%	89
2024 Q1	–	Sell	-3,527,017	Closed	-$29.4M	–	429
2023 Q4	$29.4M	Buy	3,527,017 +3,391,193	+2,497%	+$27.4M	0.35%	84
2023 Q3	$985K	Buy	+135,824	New	+$1.02M	0.01%	329

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

Driehaus Capital Management's NU Position: Q2 2026 in Review

Driehaus Capital Management increased its Nu Holdings (NU) stake by 14% in Q2 2026, buying an estimated $13.8M and bringing the position to 8,314,486 shares worth $111M. The position accounts for 0.64% of the portfolio, ranked #38.

Driehaus Capital Management first reported a position in NU in Q3 2023 and has held it in 10 quarters since. The position peaked at $129M in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Driehaus Capital Management held 8,314,486 shares of Nu Holdings worth $111M as of Q2 2026.
Driehaus Capital Management bought 1,026,204 Nu Holdings shares in Q2 2026, an estimated $13.8M.
Nu Holdings made up 0.64% of Driehaus Capital Management's portfolio in Q2 2026, its #38 holding.
Driehaus Capital Management first reported a position in Nu Holdings in Q3 2023 and has held it in 10 quarters since.
Driehaus Capital Management's Nu Holdings position peaked at $129M in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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