Mariner’s Nu Holdings NU Stock Holding History

Mariner’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	$30.2M	Sell	2,257,385 -22,402	-1%	-$302K	0.03%	384
2026 Q1	$32.8M	Sell	2,279,787 -1,554,740	-41%	-$25.2M	0.04%	348
2025 Q4	$64.2M	Buy	3,834,527 +1,436,701	+60%	+$23.1M	0.08%	210
2025 Q3	$38.4M	Buy	2,397,826 +2,080,413	+655%	+$29M	0.05%	286
2025 Q2	$4.35M	Buy	317,413 +12,923	+4%	+$155K	0.01%	929
2025 Q1	$3.12M	Sell	304,490 -1,471,355	-83%	-$17.4M	0.01%	1000
2024 Q4	$18.4M	Buy	1,775,845 +78,090	+5%	+$1.04M	0.03%	388
2024 Q3	$23.2M	Buy	1,697,755 +1,520,343	+857%	+$20.5M	0.04%	333
2024 Q2	$2.29M	Buy	177,412 +463	+0.3%	+$5.39K	﹤0.01%	1047
2024 Q1	$2.11M	Buy	176,949 +10,227	+6%	+$104K	﹤0.01%	1082
2023 Q4	$1.39M	Buy	166,722 +67,997	+69%	+$550K	﹤0.01%	1233
2023 Q3	$716K	Buy	98,725 +15,760	+19%	+$118K	﹤0.01%	1532
2023 Q2	$655K	Buy	82,965 +2,374	+3%	+$14.6K	﹤0.01%	1560
2023 Q1	$383K	Buy	80,591 +1,622	+2%	+$7.23K	﹤0.01%	1877
2022 Q4	$322K	Sell	78,969 -299	-0.4%	-$1.3K	﹤0.01%	1968
2022 Q3	$349K	Buy	+79,268	New	+$364K	﹤0.01%	1664

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

Mariner's NU Position: Q2 2026 in Review

Mariner reduced its Nu Holdings (NU) stake by 0.98% in Q2 2026, selling an estimated $302K and leaving 2,257,385 shares worth $30.2M. The position accounts for 0.03% of the portfolio, ranked #384.

Mariner first reported a position in NU in Q3 2022 and has held it in 16 quarters since. The position peaked at $64.2M in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Mariner held 2,257,385 shares of Nu Holdings worth $30.2M as of Q2 2026.
Mariner sold 22,402 Nu Holdings shares in Q2 2026, an estimated $302K.
Nu Holdings made up 0.03% of Mariner's portfolio in Q2 2026, its #384 holding.
Mariner first reported a position in Nu Holdings in Q3 2022 and has held it in 16 quarters since.
Mariner's Nu Holdings position peaked at $64.2M in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.