FAM
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fairtree Asset Management's NU Position: Q1 2026 in Review

Fairtree Asset Management increased its Nu Holdings (NU) stake by 81% in Q1 2026, buying an estimated $2.2M and bringing the position to 302,314 shares worth $4.34M. The position accounts for 1.99% of the portfolio, ranked #10.

Fairtree Asset Management first reported a position in NU in Q2 2025 and has held it in 4 quarters since. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Fairtree Asset Management held 302,314 shares of Nu Holdings worth $4.34M as of Q1 2026.
  • Fairtree Asset Management bought 135,469 Nu Holdings shares in Q1 2026, an estimated $2.2M.
  • Nu Holdings made up 1.99% of Fairtree Asset Management's portfolio in Q1 2026, its #10 holding.
  • Fairtree Asset Management first reported a position in Nu Holdings in Q2 2025 and has held it in 4 quarters since.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Fairtree Asset Management's 13F filing for Q1 2026, filed 13 May 2026.