Mason Morfit’s Nu Holdings NU Stock Holding History

Mason Morfit’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
2025 Q2	–	Sell	-3,416,200	Closed	-$35M	–	19
2025 Q1	$35M	Buy	+3,416,200	New	+$40.4M	0.76%	14

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

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Mason Morfit's NU Position: Q2 2025 in Review

Mason Morfit sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 3,416,200 shares — an estimated $35M sold.

Mason Morfit first reported a position in NU in Q1 2025 and held it in 1 quarter. The position peaked at $35M in Q1 2025. 784 funds tracked by Wall St. Rank hold NU as of Q2 2025.

Mason Morfit reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
Mason Morfit sold 3,416,200 Nu Holdings shares in Q2 2025, an estimated $35M.
Mason Morfit first reported a position in Nu Holdings in Q1 2025 and held it in 1 quarter.
Mason Morfit's Nu Holdings position peaked at $35M in Q1 2025.
784 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on ValueAct Holdings's 13F filing for Q2 2025, filed 14 Aug 2025.