JGP Global Gestao de Recursos’s Nu Holdings NU Stock Holding History

JGP Global Gestao de Recursos’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	-235,574	Closed	-$3.39M	–	40
2026 Q1	$3.39M	Sell	235,574 -56,568	-19%	-$917K	14.62%	3
2025 Q4	$4.89M	Sell	292,142 -412,325	-59%	-$6.63M	2.89%	5
2025 Q3	$11.3M	Sell	704,467 -64,452	-8%	-$899K	6.56%	4
2025 Q2	$10.5M	Buy	+768,919	New	+$9.21M	5.16%	6
2024 Q3	–	Sell	-1,229,300	Closed	-$15.8M	–	43
2024 Q2	$15.8M	Sell	1,229,300 -230,700	-16%	-$2.69M	20.11%	2
2024 Q1	$17.4M	Sell	1,460,000 -1,517,959	-51%	-$15.5M	11.19%	4
2023 Q4	$24.8M	Buy	2,977,959 +1,406,372	+89%	+$11.4M	14.88%	2
2023 Q3	$11.4M	Buy	1,571,587 +1,318,887	+522%	+$9.87M	7.21%	6
2023 Q2	$1.99M	Buy	+252,700	New	+$1.55M	1.39%	9

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

JGP Global Gestao de Recursos's NU Position: Q2 2026 in Review

JGP Global Gestao de Recursos sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 235,574 shares — an estimated $3.39M sold.

JGP Global Gestao de Recursos first reported a position in NU in Q2 2023 and held it in 9 quarters. The position peaked at $24.8M in Q4 2023. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

JGP Global Gestao de Recursos reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
JGP Global Gestao de Recursos sold 235,574 Nu Holdings shares in Q2 2026, an estimated $3.39M.
JGP Global Gestao de Recursos first reported a position in Nu Holdings in Q2 2023 and held it in 9 quarters.
JGP Global Gestao de Recursos's Nu Holdings position peaked at $24.8M in Q4 2023.
858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on JGP Global Gestao de Recursos's 13F filing for Q2 2026, filed 20 Jul 2026.