GI
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GAMMA Investing’s Nu Holdings NU Stock Holding History

GAMMA Investing’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 		$150K Sell
11,220
-517
-4% -$6.97K 0.01% 1504
2026
Q1 		$169K Sell
11,737
-251
-2% -$4.07K 0.01% 1239
2025
Q4 		$201K Buy
11,988
+1,892
+19% +$30.4K 0.01% 1043
2025
Q3 		$162K Buy
10,096
+341
+3% +$4.76K 0.01% 1136
2025
Q2 		$134K Buy
9,755
+2,705
+38% +$32.4K 0.01% 1209
2025
Q1 		$72.2K Buy
7,050
+3,723
+112% +$44K 0.01% 1517
2024
Q4 		$34.5K Sell
3,327
-792
-19% -$10.5K ﹤0.01% 1951
2024
Q3 		$56.2K Buy
4,119
+1,855
+82% +$25K 0.01% 1402
2024
Q2 		$29.2K Buy
2,264
+815
+56% +$9.49K ﹤0.01% 1600
2024
Q1 		$17.3K Buy
1,449
+575
+66% +$5.87K ﹤0.01% 1744
2023
Q4 		$7.53K Buy
+874
New +$7.06K ﹤0.01% 2048

Other funds holding NU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing's NU Position: Q2 2026 in Review

GAMMA Investing reduced its Nu Holdings (NU) stake by 4.4% in Q2 2026, selling an estimated $6.97K and leaving 11,220 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #1504.

GAMMA Investing first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $201K in Q4 2025. 135 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • GAMMA Investing held 11,220 shares of Nu Holdings worth $150K as of Q2 2026.
  • GAMMA Investing sold 517 Nu Holdings shares in Q2 2026, an estimated $6.97K.
  • Nu Holdings made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1504 holding.
  • GAMMA Investing first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Nu Holdings position peaked at $201K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.