Long Walk Management’s Nu Holdings NU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.5M	Sell	1,860,000 -390,000	-17%	-$5.35M	6.46%	7
2025 Q1	$23M	Buy	+2,250,000	New	+$23M	7.46%	8