IFA
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Invus Financial Advisors’s Nu Holdings NU Stock Holding History

Invus Financial 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
2023
Q4 		– Sell
-5,582,950
Closed -$40.5M – 8
2023
Q3 		$40.5M Hold
5,582,950
– – 25.37% 1
2023
Q2 		$44M Hold
5,582,950
– – 23.56% 1
2023
Q1 		$26.6M Hold
5,582,950
– – 17.31% 4
2022
Q4 		$22.7M Hold
5,582,950
– – 12.09% 6
2022
Q3 		$24.6M Hold
5,582,950
– – 13.48% 4
2022
Q2 		$20.9M Buy
+5,582,950
New +$28.3M 12.61% 4

Other funds holding NU

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return