John Overdeck’s Nu Holdings NU Stock Holding History

John Overdeck’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	$18.2M	Sell	1,363,864 -7,811,063	-85%	-$105M	0.01%	1121
2026 Q1	$132M	Sell	9,174,927 -3,367,197	-27%	-$54.6M	0.11%	211
2025 Q4	$210M	Sell	12,542,124 -2,882,748	-19%	-$46.3M	0.3%	67
2025 Q3	$247M	Buy	15,424,872 +8,265,475	+115%	+$115M	0.37%	30
2025 Q2	$98.2M	Buy	7,159,397 +5,339,465	+293%	+$63.9M	0.17%	158
2025 Q1	$18.6M	Sell	1,819,932 -1,826,199	-50%	-$21.6M	0.04%	517
2024 Q4	$37.8M	Sell	3,646,131 -5,163,820	-59%	-$68.7M	0.08%	299
2024 Q3	$120M	Sell	8,809,951 -473,714	-5%	-$6.37M	0.26%	90
2024 Q2	$120M	Sell	9,283,665 -8,720,938	-48%	-$102M	0.27%	84
2024 Q1	$215M	Buy	18,004,603 +1,453,408	+9%	+$14.8M	0.5%	30
2023 Q4	$138M	Sell	16,551,195 -3,160,046	-16%	-$25.5M	0.32%	67
2023 Q3	$143M	Buy	19,711,241 +7,470,332	+61%	+$55.9M	0.38%	53
2023 Q2	$96.6M	Buy	12,240,909 +10,258,923	+518%	+$63M	0.24%	110
2023 Q1	$9.43M	Buy	1,981,986 +1,731,486	+691%	+$7.72M	0.03%	605
2022 Q4	$1.02M	Buy	+250,500	New	+$1.09M	﹤0.01%	1688

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

John Overdeck's NU Position: Q2 2026 in Review

John Overdeck reduced its Nu Holdings (NU) stake by 85% in Q2 2026, selling an estimated $105M and leaving 1,363,864 shares worth $18.2M. The position accounts for 0.01% of the portfolio, ranked #1121.

John Overdeck first reported a position in NU in Q4 2022 and has held it in 15 quarters since. The position peaked at $247M in Q3 2025. 851 funds tracked by Wall St. Rank hold NU as of Q2 2026.

John Overdeck held 1,363,864 shares of Nu Holdings worth $18.2M as of Q2 2026.
John Overdeck sold 7,811,063 Nu Holdings shares in Q2 2026, an estimated $105M.
Nu Holdings made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1121 holding.
John Overdeck first reported a position in Nu Holdings in Q4 2022 and has held it in 15 quarters since.
John Overdeck's Nu Holdings position peaked at $247M in Q3 2025.
851 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.