Marc Stad’s Nu Holdings NU Stock Holding History

Marc Stad’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	$66.2M	Hold	4,954,299	–	–	2.34%	9
2026 Q1	$71.2M	Hold	4,954,299	–	–	2.37%	10
2025 Q4	$82.9M	Hold	4,954,299	–	–	1.81%	16
2025 Q3	$79.3M	Sell	4,954,299 -4,954,299	-50%	-$69.1M	1.75%	15
2025 Q2	$136M	Hold	9,908,598	–	–	2.77%	13
2025 Q1	$101M	Hold	9,908,598	–	–	2.13%	15
2024 Q4	$103M	Hold	9,908,598	–	–	1.79%	17
2024 Q3	$135M	Sell	9,908,598 -3,302,866	-25%	-$44.4M	2.35%	15
2024 Q2	$170M	Hold	13,211,464	–	–	3.25%	16
2024 Q1	$158M	Sell	13,211,464 -364,648	-3%	-$3.72M	3.65%	13
2023 Q4	$113M	Sell	13,576,112 -4,287,193	-24%	-$34.6M	2.46%	14
2023 Q3	$130M	Sell	17,863,305 -10,279,601	-37%	-$76.9M	2.98%	13
2023 Q2	$222M	Hold	28,142,906	–	–	4.58%	10
2023 Q1	$134M	Hold	28,142,906	–	–	3.17%	11
2022 Q4	$115M	Hold	28,142,906	–	–	3.55%	11
2022 Q3	$124M	Hold	28,142,906	–	–	3.26%	11
2022 Q2	$105M	Sell	28,142,906 -125,486,572	-82%	-$637M	2.69%	13
2022 Q1	$1.19B	Sell	153,629,478 -1,405,698	-0.9%	-$11.3M	15.13%	1
2021 Q4	$1.45B	Buy	+155,035,176	New	+$1.52B	16.69%	1

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

Marc Stad's NU Position: Q2 2026 in Review

Marc Stad held its Nu Holdings (NU) position steady in Q2 2026 at 4,954,299 shares worth $66.2M. The position accounts for 2.34% of the portfolio, ranked #9.

Marc Stad first reported a position in NU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.45B in Q4 2021. 851 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Marc Stad held 4,954,299 shares of Nu Holdings worth $66.2M as of Q2 2026.
Marc Stad left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up 2.34% of Marc Stad's portfolio in Q2 2026, its #9 holding.
Marc Stad first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
Marc Stad's Nu Holdings position peaked at $1.45B in Q4 2021.
851 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Dragoneer Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.