LAM
NU icon

LOM Asset Management’s Nu Holdings NU Stock Holding History

LOM 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
2026
Q2 		$26.7K Buy
2,000
+500
+33% +$6.74K 0.01% 255
2026
Q1 		$21.6K Hold
1,500
– – 0.01% 260
2025
Q4 		$25.1K Buy
+1,500
New +$24.1K 0.01% 254
2025
Q3 		– Sell
-1,500
Closed -$21K – 253
2025
Q2 		$21K Buy
+1,500
New +$18K 0.01% 237

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

LOM Asset Management's NU Position: Q2 2026 in Review

LOM Asset Management increased its Nu Holdings (NU) stake by 33% in Q2 2026, buying an estimated $6.74K and bringing the position to 2,000 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #255.

LOM Asset Management first reported a position in NU in Q2 2025 and has held it in 4 quarters since. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • LOM Asset Management held 2,000 shares of Nu Holdings worth $26.7K as of Q2 2026.
  • LOM Asset Management bought 500 Nu Holdings shares in Q2 2026, an estimated $6.74K.
  • Nu Holdings made up 0.01% of LOM Asset Management's portfolio in Q2 2026, its #255 holding.
  • LOM Asset Management first reported a position in Nu Holdings in Q2 2025 and has held it in 4 quarters since.
  • 857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.