Dynamo Administracao de Recursos’s Nu Holdings NU Stock Holding History

Dynamo Administracao de Recursos’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
2025 Q3	$15.9M	Sell	991,524 -7,506	-0.8%	-$105K	85.82%	1
2025 Q2	$13.7M	Buy	999,030 +791,400	+381%	+$9.48M	46.99%	2
2025 Q1	$2.13M	Sell	207,630 -461,307	-69%	-$5.45M	12.77%	2
2024 Q4	$6.93M	Buy	668,937 +641,326	+2,323%	+$8.53M	19.73%	2
2024 Q3	$377K	Sell	27,611 -986,631	-97%	-$13.3M	15.89%	2
2024 Q2	$13.1M	Sell	1,014,242 -3,174,098	-76%	-$37M	80.49%	1
2024 Q1	$50M	Sell	4,188,340 -1,168,755	-22%	-$11.9M	77%	1
2023 Q4	$44.6M	Buy	5,357,095 +1,093,780	+26%	+$8.84M	54.11%	1
2023 Q3	$30.9M	Buy	4,263,315 +3,938,914	+1,214%	+$29.5M	51.33%	1
2023 Q2	$2.56M	Sell	324,401 -71,688	-18%	-$440K	7.62%	2
2023 Q1	$1.89M	Buy	396,089 +294,505	+290%	+$1.31M	6.92%	4
2022 Q4	$413K	Sell	101,584 -2,010,297	-95%	-$8.74M	0.31%	5
2022 Q3	$9.29M	Sell	2,111,881 -2,635,827	-56%	-$12.1M	4.51%	6
2022 Q2	$17.8M	Buy	4,747,708 +3,131,108	+194%	+$15.9M	7.85%	5
2022 Q1	$12.5M	Sell	1,616,600 -5,026	-0.3%	-$40.3K	3.98%	6
2021 Q4	$15.2M	Buy	+1,621,626	New	+$15.9M	6.11%	6

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Dynamo Administracao de Recursos's NU Position: Q3 2025 in Review

Dynamo Administracao de Recursos reduced its Nu Holdings (NU) stake by 0.75% in Q3 2025, selling an estimated $105K and leaving 991,524 shares worth $15.9M. The position accounts for 85.82% of the portfolio, ranked #1.

Dynamo Administracao de Recursos first reported a position in NU in Q4 2021 and has held it in 16 quarters since. The position peaked at $50M in Q1 2024. 801 funds tracked by Wall St. Rank hold NU as of Q3 2025.

Dynamo Administracao de Recursos held 991,524 shares of Nu Holdings worth $15.9M as of Q3 2025.
Dynamo Administracao de Recursos sold 7,506 Nu Holdings shares in Q3 2025, an estimated $105K.
Nu Holdings made up 85.82% of Dynamo Administracao de Recursos's portfolio in Q3 2025, its #1 holding.
Dynamo Administracao de Recursos first reported a position in Nu Holdings in Q4 2021 and has held it in 16 quarters since.
Dynamo Administracao de Recursos's Nu Holdings position peaked at $50M in Q1 2024.
801 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Dynamo Administracao de Recursos's 13F filing for Q3 2025, filed 14 Nov 2025.