Dynamo Internacional Gestao de Recursos’s Nu Holdings NU Stock Holding History

Dynamo Internacional Gestao 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 Q2	–	Sell	-2,300,000	Closed	-$3.75M	–	8
2025 Q1	$3.75M	Buy	+2,300,000	New	+$27.2M	1.22%	7
2024 Q4	–	Sell	-1,500,000	Closed	-$930K	–	10
2024 Q3	$930K	Buy	+1,500,000	New	+$20.2M	0.21%	10
2024 Q1	–	Sell	-100	Closed	-$833	–	19
2023 Q4	$833	Buy	+100	New	+$808	﹤0.01%	24

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dynamo Internacional Gestao de Recursos's NU Position: Q1 2026 in Review

Dynamo Internacional Gestao de Recursos increased its Nu Holdings (NU) stake by 676% in Q1 2026, buying an estimated $77.9M and bringing the position to 5,517,125 shares worth $79.3M. The position accounts for 27.19% of the portfolio, ranked #2.

Dynamo Internacional Gestao de Recursos first reported a position in NU in Q4 2021 and has held it in 18 quarters since. The position peaked at $336M in Q1 2024. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Dynamo Internacional Gestao de Recursos held 5,517,125 shares of Nu Holdings worth $79.3M as of Q1 2026.
Dynamo Internacional Gestao de Recursos bought 4,806,348 Nu Holdings shares in Q1 2026, an estimated $77.9M.
Nu Holdings made up 27.19% of Dynamo Internacional Gestao de Recursos's portfolio in Q1 2026, its #2 holding.
Dynamo Internacional Gestao de Recursos first reported a position in Nu Holdings in Q4 2021 and has held it in 18 quarters since.
Dynamo Internacional Gestao de Recursos's Nu Holdings position peaked at $336M in Q1 2024.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Dynamo Internacional Gestao de Recursos's 13F filing for Q1 2026, filed 15 May 2026.