Machina Capital’s Nu Holdings NU Stock Holding History

Machina Capital’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	–	Sell	-51,614	Closed	-$742K	–	459
2026 Q1	$742K	Buy	51,614 +11,406	+28%	+$185K	0.15%	194
2025 Q4	$673K	Sell	40,208 -59,783	-60%	-$961K	0.13%	218
2025 Q3	$1.6M	Buy	99,991 +17,520	+21%	+$244K	0.28%	127
2025 Q2	$1.13M	Sell	82,471 -6,859	-8%	-$82.1K	0.24%	149
2025 Q1	$915K	Buy	+89,330	New	+$1.06M	0.27%	135
2024 Q2	–	Sell	-43,089	Closed	-$514K	–	330
2024 Q1	$514K	Buy	43,089 +24,348	+130%	+$249K	0.27%	147
2023 Q4	$156K	Sell	18,741 -25,211	-57%	-$204K	0.1%	232
2023 Q3	$319K	Sell	43,952 -12,130	-22%	-$90.7K	0.18%	199
2023 Q2	$442K	Buy	+56,082	New	+$345K	0.25%	158

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

Machina Capital's NU Position: Q2 2026 in Review

Machina Capital sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 51,614 shares — an estimated $742K sold.

Machina Capital first reported a position in NU in Q2 2023 and held it in 9 quarters. The position peaked at $1.6M in Q3 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Machina Capital reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Machina Capital sold 51,614 Nu Holdings shares in Q2 2026, an estimated $742K.
Machina Capital first reported a position in Nu Holdings in Q2 2023 and held it in 9 quarters.
Machina Capital's Nu Holdings position peaked at $1.6M in Q3 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.