Liontrust Investment Partners’s Nu Holdings NU Stock Holding History

Liontrust Investment Partners’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	$11.5M	Buy	+863,541	New	+$11.6M	0.17%	82
2026 Q1	–	Sell	-793,271	Closed	-$13.3M	–	223
2025 Q4	$13.3M	Buy	793,271 +309,725	+64%	+$4.98M	0.2%	92
2025 Q3	$7.74M	Buy	483,546 +156,310	+48%	+$2.18M	0.11%	119
2025 Q2	$4.49M	Buy	+327,236	New	+$3.92M	0.06%	127
2025 Q1	–	Sell	-168,000	Closed	-$1.74M	–	253
2024 Q4	$1.74M	Buy	168,000 +83,000	+98%	+$1.1M	0.03%	150
2024 Q3	$1.1M	Hold	85,000	–	–	0.02%	168
2024 Q2	$1.1M	Sell	85,000 -7,000	-8%	-$81.5K	0.02%	168
2024 Q1	$1.1M	Buy	92,000 +17,000	+23%	+$174K	0.02%	158
2023 Q4	$625K	Buy	+75,000	New	+$606K	0.01%	170

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

Liontrust Investment Partners's NU Position: Q2 2026 in Review

Liontrust Investment Partners opened a new position in Nu Holdings (NU) in Q2 2026: 863,541 shares worth $11.5M. The stake represents 0.17% of the portfolio and ranks #82 among its holdings. This is a return to the name: Liontrust Investment Partners previously reported a position in NU as recently as Q4 2025.

Liontrust Investment Partners first reported a position in NU in Q4 2023 and has held it in 9 quarters since. The position peaked at $13.3M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Liontrust Investment Partners held 863,541 shares of Nu Holdings worth $11.5M as of Q2 2026.
Nu Holdings was a new Liontrust Investment Partners position in Q2 2026.
Nu Holdings made up 0.17% of Liontrust Investment Partners's portfolio in Q2 2026, its #82 holding.
Liontrust Investment Partners first reported a position in Nu Holdings in Q4 2023 and has held it in 9 quarters since.
Liontrust Investment Partners's Nu Holdings position peaked at $13.3M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.