Jim Simons
NU icon

Jim Simons’s Nu Holdings NU Stock Holding History

Jim Simons’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
Q1 		$234M Sell
16,269,800
-6,465,460
-28% -$105M 0.37% 31
2025
Q4 		$381M Buy
22,735,260
+6,694,889
+42% +$108M 0.59% 19
2025
Q3 		$257M Sell
16,040,371
-671,742
-4% -$9.37M 0.34% 46
2025
Q2 		$229M Buy
16,712,113
+12,214,813
+272% +$146M 0.31% 53
2025
Q1 		$46.1M Sell
4,497,300
-5,717,351
-56% -$67.6M 0.07% 349
2024
Q4 		$106M Sell
10,214,651
-706,149
-6% -$9.39M 0.16% 144
2024
Q3 		$149M Sell
10,920,800
-676,353
-6% -$9.1M 0.22% 85
2024
Q2 		$149M Sell
11,597,153
-3,449,762
-23% -$40.2M 0.25% 73
2024
Q1 		$180M Sell
15,046,915
-4,547,750
-23% -$46.4M 0.28% 52
2023
Q4 		$163M Buy
19,594,665
+3,412,965
+21% +$27.6M 0.25% 73
2023
Q3 		$117M Sell
16,181,700
-3,296,529
-17% -$24.7M 0.2% 104
2023
Q2 		$154M Buy
19,478,229
+4,954,523
+34% +$30.4M 0.22% 85
2023
Q1 		$69.1M Buy
14,523,706
+6,722,206
+86% +$30M 0.09% 260
2022
Q4 		$31.8M Buy
7,801,500
+7,656,100
+5,266% +$33.3M 0.04% 505
2022
Q3 		$640K Buy
+145,400
New +$667K ﹤0.01% 2770
2022
Q2 		– Sell
-27,700
Closed -$214K – 4464
2022
Q1 		$214K Buy
+27,700
New +$222K ﹤0.01% 3617

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jim Simons's NU Position: Q1 2026 in Review

Jim Simons reduced its Nu Holdings (NU) stake by 28% in Q1 2026, selling an estimated $105M and leaving 16,269,800 shares worth $234M. The position accounts for 0.37% of the portfolio, ranked #31.

Jim Simons first reported a position in NU in Q1 2022 and has held it in 16 quarters since. The position peaked at $381M in Q4 2025. 900 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Jim Simons held 16,269,800 shares of Nu Holdings worth $234M as of Q1 2026.
  • Jim Simons sold 6,465,460 Nu Holdings shares in Q1 2026, an estimated $105M.
  • Nu Holdings made up 0.37% of Jim Simons's portfolio in Q1 2026, its #31 holding.
  • Jim Simons first reported a position in Nu Holdings in Q1 2022 and has held it in 16 quarters since.
  • Jim Simons's Nu Holdings position peaked at $381M in Q4 2025.
  • 900 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.