Fairtree Asset Management’s Nu Holdings NU Stock Holding History

Fairtree 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	$4.98M	Buy	372,669 +70,355	+23%	+$948K	1.91%	12
2026 Q1	$4.34M	Buy	302,314 +135,469	+81%	+$2.2M	1.99%	10
2025 Q4	$2.79M	Buy	166,845 +62,851	+60%	+$1.01M	1.29%	25
2025 Q3	$1.66M	Sell	103,994 -7,026	-6%	-$98K	1.09%	25
2025 Q2	$1.52M	Buy	+111,020	New	+$1.33M	1.15%	21

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

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

Fairtree Asset Management increased its Nu Holdings (NU) stake by 23% in Q2 2026, buying an estimated $948K and bringing the position to 372,669 shares worth $4.98M. The position accounts for 1.91% of the portfolio, ranked #12.

Fairtree Asset Management first reported a position in NU in Q2 2025 and has held it in 5 quarters since. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Fairtree Asset Management held 372,669 shares of Nu Holdings worth $4.98M as of Q2 2026.
Fairtree Asset Management bought 70,355 Nu Holdings shares in Q2 2026, an estimated $948K.
Nu Holdings made up 1.91% of Fairtree Asset Management's portfolio in Q2 2026, its #12 holding.
Fairtree Asset Management first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Fairtree Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.