Holocene Advisors
NU icon

Holocene Advisors’s Nu Holdings NU Stock Holding History

Holocene Advisors’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 		$78.4M Sell
5,455,774
-82,786
-1% -$1.34M 0.19% 137
2025
Q4 		$92.7M Buy
5,538,560
+1,238,560
+29% +$19.9M 0.19% 139
2025
Q3 		$68.8M Hold
4,300,000
– – 0.16% 146
2025
Q2 		$59M Buy
+4,300,000
New +$51.5M 0.14% 152
2024
Q3 		– Sell
-1,295,170
Closed -$16.7M – 814
2024
Q2 		$16.7M Buy
1,295,170
+1,045,423
+419% +$12.2M 0.07% 226
2024
Q1 		$2.98M Sell
249,747
-1,857,001
-88% -$19M 0.01% 510
2023
Q4 		$17.5M Buy
2,106,748
+457,283
+28% +$3.7M 0.07% 225
2023
Q3 		$12M Buy
1,649,465
+1,463,191
+786% +$10.9M 0.05% 247
2023
Q2 		$1.47M Buy
+186,274
New +$1.14M 0.01% 595
2023
Q1 		– Sell
-1,541,141
Closed -$6.27M – 834
2022
Q4 		$6.27M Buy
+1,541,141
New +$6.7M 0.04% 258

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

Holocene Advisors's NU Position: Q1 2026 in Review

Holocene Advisors reduced its Nu Holdings (NU) stake by 1.5% in Q1 2026, selling an estimated $1.34M and leaving 5,455,774 shares worth $78.4M. The position accounts for 0.19% of the portfolio, ranked #137.

Holocene Advisors first reported a position in NU in Q4 2022 and has held it in 10 quarters since. The position peaked at $92.7M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Holocene Advisors held 5,455,774 shares of Nu Holdings worth $78.4M as of Q1 2026.
  • Holocene Advisors sold 82,786 Nu Holdings shares in Q1 2026, an estimated $1.34M.
  • Nu Holdings made up 0.19% of Holocene Advisors's portfolio in Q1 2026, its #137 holding.
  • Holocene Advisors first reported a position in Nu Holdings in Q4 2022 and has held it in 10 quarters since.
  • Holocene Advisors's Nu Holdings position peaked at $92.7M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.