LBP AM’s Nu Holdings NU Stock Holding History

LBP AM’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	$5.22M	Sell	390,409 -240,297	-38%	-$3.24M	0.05%	234
2026 Q1	$9.06M	Buy	630,706 +89,490	+17%	+$1.45M	0.12%	162
2025 Q4	$9.06M	Buy	541,216 +26,033	+5%	+$418K	0.11%	175
2025 Q3	$8.25M	Sell	515,183 -309,440	-38%	-$4.32M	0.1%	171
2025 Q2	$11.3M	Buy	824,623 +582,919	+241%	+$6.98M	0.16%	115
2025 Q1	$2.48M	Buy	241,704 +31,201	+15%	+$369K	0.04%	259
2024 Q4	$2.18M	Buy	210,503 +28,375	+16%	+$377K	0.03%	264
2024 Q3	$2.49M	Buy	+182,128	New	+$2.45M	0.04%	234

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

LBP AM's NU Position: Q2 2026 in Review

LBP AM reduced its Nu Holdings (NU) stake by 38% in Q2 2026, selling an estimated $3.24M and leaving 390,409 shares worth $5.22M. The position accounts for 0.05% of the portfolio, ranked #234.

LBP AM first reported a position in NU in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.3M in Q2 2025. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

LBP AM held 390,409 shares of Nu Holdings worth $5.22M as of Q2 2026.
LBP AM sold 240,297 Nu Holdings shares in Q2 2026, an estimated $3.24M.
Nu Holdings made up 0.05% of LBP AM's portfolio in Q2 2026, its #234 holding.
LBP AM first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
LBP AM's Nu Holdings position peaked at $11.3M in Q2 2025.
858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.