JAM
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Jupiter Asset Management’s Nu Holdings NU Stock Holding History

Jupiter Asset Management’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
2025
Q2 		– Sell
-2,564,623
Closed -$26.3M – 499
2025
Q1 		$26.3M Buy
2,564,623
+872,733
+52% +$10.3M 0.25% 127
2024
Q4 		$17.5M Sell
1,691,890
-2,161,717
-56% -$28.8M 0.17% 172
2024
Q3 		$52.6M Buy
3,853,607
+1,910,204
+98% +$25.7M 0.46% 71
2024
Q2 		$25.1M Sell
1,943,403
-414,316
-18% -$4.82M 0.24% 140
2024
Q1 		$28.1M Buy
2,357,719
+1,233,270
+110% +$12.6M 0.27% 129
2023
Q4 		$9.37M Buy
1,124,449
+1,066,116
+1,828% +$8.62M 0.09% 217
2023
Q3 		$423K Buy
58,333
+46,049
+375% +$344K ﹤0.01% 443
2023
Q2 		$96.9K Buy
+12,284
New +$75.5K ﹤0.01% 493

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Jupiter Asset Management's NU Position: Q2 2025 in Review

Jupiter Asset Management sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 2,564,623 shares — an estimated $26.3M sold.

Jupiter Asset Management first reported a position in NU in Q2 2023 and held it in 8 quarters. The position peaked at $52.6M in Q3 2024. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

  • Jupiter Asset Management reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 2,564,623 Nu Holdings shares in Q2 2025, an estimated $26.3M.
  • Jupiter Asset Management first reported a position in Nu Holdings in Q2 2023 and held it in 8 quarters.
  • Jupiter Asset Management's Nu Holdings position peaked at $52.6M in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Jupiter Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.