Joho Capital’s Nu Holdings NU Stock Holding History

Joho Capital’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
2024 Q4	–	Sell	-2,131,000	Closed	-$29.1M	–	11
2024 Q3	$29.1M	Hold	2,131,000	–	–	4.59%	6
2024 Q2	$27.5M	Hold	2,131,000	–	–	3.89%	7
2024 Q1	$25.4M	Buy	2,131,000 +981,000	+85%	+$10M	3.53%	8
2023 Q4	$9.58M	Hold	1,150,000	–	–	1.74%	7
2023 Q3	$8.34M	Hold	1,150,000	–	–	1.88%	9
2023 Q2	$9.07M	Buy	+1,150,000	New	+$7.07M	1.82%	11

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Joho Capital's NU Position: Q4 2024 in Review

Joho Capital sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 2,131,000 shares — an estimated $29.1M sold.

Joho Capital first reported a position in NU in Q2 2023 and held it in 6 quarters. The position peaked at $29.1M in Q3 2024. 711 funds tracked by Wall St. Rank hold NU as of Q4 2024.

Joho Capital reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
Joho Capital sold 2,131,000 Nu Holdings shares in Q4 2024, an estimated $29.1M.
Joho Capital first reported a position in Nu Holdings in Q2 2023 and held it in 6 quarters.
Joho Capital's Nu Holdings position peaked at $29.1M in Q3 2024.
711 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Joho Capital's 13F filing for Q4 2024, filed 14 Feb 2025.