JY
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Jeff Yass’s Nu Holdings NU Stock Holding History

Jeff Yass’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 		$109M Buy
8,128,200
+1,940,800
+31% +$26.2M 0.01% 914
2026
Q1 		$88.9M Sell
6,187,400
-1,056,700
-15% -$17.1M 0.01% 898
2025
Q4 		$121M Buy
7,244,100
+532,500
+8% +$8.56M 0.01% 765
2025
Q3 		$107M Buy
6,711,600
+16,500
+0.2% +$230K 0.01% 852
2025
Q2 		$91.9M Buy
6,695,100
+1,748,600
+35% +$20.9M 0.01% 801
2025
Q1 		$50.7M Buy
4,946,500
+608,500
+14% +$7.19M 0.01% 1021
2024
Q4 		$44.9M Sell
4,338,000
-154,300
-3% -$2.05M 0.01% 1208
2024
Q3 		$61.3M Buy
4,492,300
+1,241,500
+38% +$16.7M 0.01% 942
2024
Q2 		$41.9M Buy
3,250,800
+1,787,000
+122% +$20.8M 0.01% 1103
2024
Q1 		$17.5M Sell
1,463,800
-2,170,300
-60% -$22.2M ﹤0.01% 1928
2023
Q4 		$30.3M Sell
3,634,100
-989,600
-21% -$8M 0.01% 1402
2023
Q3 		$33.5M Buy
4,623,700
+722,400
+19% +$5.4M 0.01% 1285
2023
Q2 		$30.8M Buy
3,901,300
+1,534,000
+65% +$9.42M 0.01% 1346
2023
Q1 		$11.3M Sell
2,367,300
-2,290,300
-49% -$10.2M ﹤0.01% 2301
2022
Q4 		$19M Sell
4,657,600
-1,702,400
-27% -$7.4M ﹤0.01% 1577
2022
Q3 		$28M Buy
6,360,000
+649,500
+11% +$2.98M 0.01% 1153
2022
Q2 		$21.4M Buy
5,710,500
+4,657,400
+442% +$23.6M 0.01% 1403
2022
Q1 		$8.13M Buy
1,053,100
+927,900
+741% +$7.45M ﹤0.01% 2841
2021
Q4 		$1.17M Buy
+125,200
New +$1.23M ﹤0.01% 6874

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

Jeff Yass's NU Position: Q2 2026 in Review

Jeff Yass increased its Nu Holdings (NU) stake by 150% in Q2 2026, buying an estimated $91.3M and bringing the position to 11,298,661 shares worth $151M. The position accounts for 0.01% of the portfolio, ranked #727.

Jeff Yass first reported a position in NU in Q4 2021 and has held it in 19 quarters since. 851 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Jeff Yass held 11,298,661 shares of Nu Holdings worth $151M as of Q2 2026.
  • Jeff Yass bought 6,770,229 Nu Holdings shares in Q2 2026, an estimated $91.3M.
  • Nu Holdings made up 0.01% of Jeff Yass's portfolio in Q2 2026, its #727 holding.
  • Jeff Yass first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
  • 851 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.