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Everstar Asset Management’s Nu Holdings NU Stock Holding History

Everstar Asset 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 		$213K Buy
15,916
+5,916
+59% +$79.7K 0.1% 187
2026
Q1 		$144K Buy
+10,000
New +$162K 0.08% 177

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Everstar Asset Management's NU Position: Q2 2026 in Review

Everstar Asset Management increased its Nu Holdings (NU) stake by 59% in Q2 2026, buying an estimated $79.7K and bringing the position to 15,916 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #187.

Everstar Asset Management first reported a position in NU in Q1 2026 and has held it in 2 quarters since. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Everstar Asset Management held 15,916 shares of Nu Holdings worth $213K as of Q2 2026.
  • Everstar Asset Management bought 5,916 Nu Holdings shares in Q2 2026, an estimated $79.7K.
  • Nu Holdings made up 0.1% of Everstar Asset Management's portfolio in Q2 2026, its #187 holding.
  • Everstar Asset Management first reported a position in Nu Holdings in Q1 2026 and has held it in 2 quarters since.
  • 857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.