Hosking Partners’s Nu Holdings NU Stock Holding History

Hosking Partners’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	$12.2M	Buy	911,678 +27,431	+3%	+$370K	0.4%	65
2026 Q1	$12.7M	Sell	884,247 -4,809	-0.5%	-$77.9K	0.46%	62
2025 Q4	$14.9M	Sell	889,056 -24,247	-3%	-$390K	0.51%	60
2025 Q3	$14.6M	Buy	913,303 +615,286	+206%	+$8.58M	0.53%	57
2025 Q2	$4.09M	Sell	298,017 -16,925	-5%	-$203K	0.16%	94
2025 Q1	$3.23M	Buy	+314,942	New	+$3.72M	0.14%	99

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

Hosking Partners's NU Position: Q2 2026 in Review

Hosking Partners increased its Nu Holdings (NU) stake by 3.1% in Q2 2026, buying an estimated $370K and bringing the position to 911,678 shares worth $12.2M. The position accounts for 0.4% of the portfolio, ranked #65.

Hosking Partners first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.9M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Hosking Partners held 911,678 shares of Nu Holdings worth $12.2M as of Q2 2026.
Hosking Partners bought 27,431 Nu Holdings shares in Q2 2026, an estimated $370K.
Nu Holdings made up 0.4% of Hosking Partners's portfolio in Q2 2026, its #65 holding.
Hosking Partners first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
Hosking Partners's Nu Holdings position peaked at $14.9M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Hosking Partners's 13F filing for Q2 2026, filed 3 Aug 2026.