Interval Partners’s Nu Holdings NU Stock Holding History

Interval 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	–	Sell	-261,031	Closed	-$3.75M	–	342
2026 Q1	$3.75M	Sell	261,031 -2,757	-1%	-$44.7K	0.1%	167
2025 Q4	$4.42M	Buy	+263,788	New	+$4.24M	0.08%	204

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

Interval Partners's NU Position: Q2 2026 in Review

Interval Partners sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 261,031 shares — an estimated $3.75M sold.

Interval Partners first reported a position in NU in Q4 2025 and held it in 2 quarters. The position peaked at $4.42M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Interval Partners reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Interval Partners sold 261,031 Nu Holdings shares in Q2 2026, an estimated $3.75M.
Interval Partners first reported a position in Nu Holdings in Q4 2025 and held it in 2 quarters.
Interval Partners's Nu Holdings position peaked at $4.42M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.