II
NU icon

INCA Investments’s Nu Holdings NU Stock Holding History

INCA Investments’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 		$32.3M Buy
2,418,354
+902,455
+60% +$12.2M 9.14% 6
2026
Q1 		$21.8M Sell
1,515,899
-18,641
-1% -$302K 7.73% 6
2025
Q4 		$25.7M Buy
1,534,540
+42,933
+3% +$690K 8.99% 6
2025
Q3 		$23.9M Sell
1,491,607
-372,592
-20% -$5.2M 10.99% 4
2025
Q2 		$25.6M Buy
1,864,199
+840,558
+82% +$10.1M 9.93% 6
2025
Q1 		$10.5M Buy
1,023,641
+175,337
+21% +$2.07M 4.8% 9
2024
Q4 		$8.79M Buy
848,304
+366,944
+76% +$4.88M 3.62% 9
2024
Q3 		$6.57M Buy
481,360
+105,114
+28% +$1.41M 2.8% 9
2024
Q2 		$4.85M Buy
376,246
+172,202
+84% +$2M 2.05% 10
2024
Q1 		$2.43M Buy
+204,044
New +$2.08M 1.05% 11

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

INCA Investments's NU Position: Q2 2026 in Review

INCA Investments increased its Nu Holdings (NU) stake by 60% in Q2 2026, buying an estimated $12.2M and bringing the position to 2,418,354 shares worth $32.3M. The position accounts for 9.14% of the portfolio, ranked #6.

INCA Investments first reported a position in NU in Q1 2024 and has held it in 10 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • INCA Investments held 2,418,354 shares of Nu Holdings worth $32.3M as of Q2 2026.
  • INCA Investments bought 902,455 Nu Holdings shares in Q2 2026, an estimated $12.2M.
  • Nu Holdings made up 9.14% of INCA Investments's portfolio in Q2 2026, its #6 holding.
  • INCA Investments first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on INCA Investments's 13F filing for Q2 2026, filed 28 Jul 2026.