Engle Capital Management’s Nu Holdings NU Stock Holding History

Engle 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 Q1	–	Sell	-393,000	Closed	-$6.58M	–	28
2025 Q4	$6.58M	Sell	393,000 -269,796	-41%	-$4.34M	2.54%	17
2025 Q3	$10.6M	Sell	662,796 -324,204	-33%	-$4.52M	3.74%	14
2025 Q2	$13.5M	Buy	987,000 +157,000	+19%	+$1.88M	4.08%	13
2025 Q1	$8.5M	Buy	830,000 +630,000	+315%	+$7.45M	3.07%	15
2024 Q4	$2.07M	Buy	+200,000	New	+$2.66M	0.62%	24
2024 Q3	–	Sell	-1,490,000	Closed	-$19.2M	–	23
2024 Q2	$19.2M	Buy	1,490,000 +174,000	+13%	+$2.03M	6.49%	5
2024 Q1	$15.7M	Buy	1,316,000 +456,000	+53%	+$4.66M	4.38%	7
2023 Q4	$7.16M	Buy	860,000 +45,000	+6%	+$364K	2.51%	18
2023 Q3	$5.91M	Buy	+815,000	New	+$6.1M	2.14%	17

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

Engle Capital Management's NU Position: Q1 2026 in Review

Engle Capital Management sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 393,000 shares — an estimated $6.58M sold.

Engle Capital Management first reported a position in NU in Q3 2023 and held it in 9 quarters. The position peaked at $19.2M in Q2 2024. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Engle Capital Management reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
Engle Capital Management sold 393,000 Nu Holdings shares in Q1 2026, an estimated $6.58M.
Engle Capital Management first reported a position in Nu Holdings in Q3 2023 and held it in 9 quarters.
Engle Capital Management's Nu Holdings position peaked at $19.2M in Q2 2024.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Engle Capital Management's 13F filing for Q1 2026, filed 15 May 2026.