LLI
NU icon

LTS Liquid Investments’s Nu Holdings NU Stock Holding History

LTS Liquid Investments’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 		$9.25M Sell
692,132
-36,567
-5% -$493K 4.95% 7
2026
Q1 		$10.5M Sell
728,699
-19,668
-3% -$319K 9.8% 5
2025
Q4 		$12.5M Buy
+748,367
New +$12M 11.9% 5

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

LTS Liquid Investments's NU Position: Q2 2026 in Review

LTS Liquid Investments reduced its Nu Holdings (NU) stake by 5% in Q2 2026, selling an estimated $493K and leaving 692,132 shares worth $9.25M. The position accounts for 4.95% of the portfolio, ranked #7.

LTS Liquid Investments first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.5M in Q4 2025. 855 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • LTS Liquid Investments held 692,132 shares of Nu Holdings worth $9.25M as of Q2 2026.
  • LTS Liquid Investments sold 36,567 Nu Holdings shares in Q2 2026, an estimated $493K.
  • Nu Holdings made up 4.95% of LTS Liquid Investments's portfolio in Q2 2026, its #7 holding.
  • LTS Liquid Investments first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
  • LTS Liquid Investments's Nu Holdings position peaked at $12.5M in Q4 2025.
  • 855 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on LTS Liquid Investments's 13F filing for Q2 2026, filed 17 Jul 2026.