Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Nu Holdings NU Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	$37.3M	Buy	+2,788,500	New	+$37.6M	0.05%	304
2026 Q1	–	Sell	-258,409	Closed	-$4.33M	–	1577
2025 Q4	$4.33M	Sell	258,409 -189,141	-42%	-$3.04M	0.01%	714
2025 Q3	$7.17M	Buy	+447,550	New	+$6.24M	0.01%	503
2024 Q3	–	Sell	-613,000	Closed	-$7.9M	–	1136
2024 Q2	$7.9M	Buy	+613,000	New	+$7.14M	0.02%	333
2024 Q1	–	Sell	-1,131,930	Closed	-$9.43M	–	1099
2023 Q4	$9.43M	Buy	+1,131,930	New	+$9.15M	0.03%	312
2023 Q3	–	Sell	-1,760,300	Closed	-$13.9M	–	1180
2023 Q2	$13.9M	Buy	1,760,300 +478,300	+37%	+$2.94M	0.06%	242
2023 Q1	$6.1M	Buy	+1,282,000	New	+$5.71M	0.03%	303

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's NU Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund opened a new position in Nu Holdings (NU) in Q2 2026: 2,788,500 shares worth $37.3M. The stake represents 0.05% of the portfolio and ranks #304 among its holdings. This is a return to the name: Healthcare of Ontario Pension Plan (HOOPP) Trust Fund previously reported a position in NU as recently as Q4 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in NU in Q1 2023 and has held it in 7 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 2,788,500 shares of Nu Holdings worth $37.3M as of Q2 2026.
Nu Holdings was a new Healthcare of Ontario Pension Plan (HOOPP) Trust Fund position in Q2 2026.
Nu Holdings made up 0.05% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #304 holding.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Nu Holdings in Q1 2023 and has held it in 7 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.