LMR Partners’s Nu Holdings NU Stock Holding History

LMR 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
2025 Q2	–	Sell	-243,249	Closed	-$2.49M	–	1564
2025 Q1	$2.49M	Buy	243,249 +177,090	+268%	+$2.09M	0.02%	616
2024 Q4	$685K	Buy	+66,159	New	+$880K	0.01%	782
2024 Q3	–	Sell	-1,440,800	Closed	-$18.6M	–	1448
2024 Q2	$18.6M	Hold	1,440,800	–	–	0.16%	122
2024 Q1	$17.2M	Buy	+1,440,800	New	+$14.7M	0.17%	119
2022 Q1	–	Sell	-50,000	Closed	-$469K	–	1318
2021 Q4	$469K	Buy	+50,000	New	+$491K	﹤0.01%	932

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LMR Partners's NU Position: Q2 2025 in Review

LMR Partners sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 243,249 shares — an estimated $2.49M sold.

LMR Partners first reported a position in NU in Q4 2021 and held it in 5 quarters. The position peaked at $18.6M in Q2 2024. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

LMR Partners reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
LMR Partners sold 243,249 Nu Holdings shares in Q2 2025, an estimated $2.49M.
LMR Partners first reported a position in Nu Holdings in Q4 2021 and held it in 5 quarters.
LMR Partners's Nu Holdings position peaked at $18.6M in Q2 2024.
782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on LMR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.