Gemsstock Ltd’s Nu Holdings NU Stock Holding History

Gemsstock Ltd’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	$19.8M	Buy	1,481,697 +178,076	+14%	+$2.4M	6.44%	6
2026 Q1	$18.7M	Buy	+1,303,621	New	+$21.1M	1.97%	20
2025 Q3	–	Sell	-1,130,469	Closed	-$15.5M	–	20
2025 Q2	$15.5M	Buy	+1,130,469	New	+$13.5M	2.77%	13
2025 Q1	–	Sell	-2,179,764	Closed	-$22.6M	–	20
2024 Q4	$22.6M	Buy	+2,179,764	New	+$29M	4.67%	5
2024 Q2	–	Sell	-3,162,503	Closed	-$37.7M	–	16
2024 Q1	$37.7M	Buy	3,162,503 +12,900	+0.4%	+$132K	14.24%	2
2023 Q4	$26.2M	Sell	3,149,603 -349,402	-10%	-$2.82M	9.74%	5
2023 Q3	$25.4M	Sell	3,499,005 -7,000	-0.2%	-$52.4K	11.13%	3
2023 Q2	$27.7M	Buy	+3,506,005	New	+$21.5M	18.66%	3

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

Gemsstock Ltd's NU Position: Q2 2026 in Review

Gemsstock Ltd increased its Nu Holdings (NU) stake by 14% in Q2 2026, buying an estimated $2.4M and bringing the position to 1,481,697 shares worth $19.8M. The position accounts for 6.44% of the portfolio, ranked #6.

Gemsstock Ltd first reported a position in NU in Q2 2023 and has held it in 8 quarters since. The position peaked at $37.7M in Q1 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Gemsstock Ltd held 1,481,697 shares of Nu Holdings worth $19.8M as of Q2 2026.
Gemsstock Ltd bought 178,076 Nu Holdings shares in Q2 2026, an estimated $2.4M.
Nu Holdings made up 6.44% of Gemsstock Ltd's portfolio in Q2 2026, its #6 holding.
Gemsstock Ltd first reported a position in Nu Holdings in Q2 2023 and has held it in 8 quarters since.
Gemsstock Ltd's Nu Holdings position peaked at $37.7M in Q1 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Gemsstock Ltd's 13F filing for Q2 2026, filed 10 Aug 2026.