Mawer Investment Management’s Nu Holdings NU Stock Holding History

Mawer Investment Management’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	$95.6M	Sell	7,155,847 -547,729	-7%	-$7.38M	0.65%	44
2026 Q1	$111M	Buy	7,703,576 +3,117,856	+68%	+$50.5M	0.72%	41
2025 Q4	$76.8M	Buy	4,585,720 +3,909,320	+578%	+$62.8M	0.43%	51
2025 Q3	$10.8M	Buy	+676,400	New	+$9.44M	0.06%	95
2022 Q2	–	Sell	-10,390,193	Closed	-$80.2M	–	111
2022 Q1	$80.2M	Sell	10,390,193 -5,032	-0%	-$40.4K	0.38%	45
2021 Q4	$97.5M	Buy	+10,395,225	New	+$102M	0.44%	41

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

Mawer Investment Management's NU Position: Q2 2026 in Review

Mawer Investment Management reduced its Nu Holdings (NU) stake by 7.1% in Q2 2026, selling an estimated $7.38M and leaving 7,155,847 shares worth $95.6M. The position accounts for 0.65% of the portfolio, ranked #44.

Mawer Investment Management first reported a position in NU in Q4 2021 and has held it in 6 quarters since. The position peaked at $111M in Q1 2026. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Mawer Investment Management held 7,155,847 shares of Nu Holdings worth $95.6M as of Q2 2026.
Mawer Investment Management sold 547,729 Nu Holdings shares in Q2 2026, an estimated $7.38M.
Nu Holdings made up 0.65% of Mawer Investment Management's portfolio in Q2 2026, its #44 holding.
Mawer Investment Management first reported a position in Nu Holdings in Q4 2021 and has held it in 6 quarters since.
Mawer Investment Management's Nu Holdings position peaked at $111M in Q1 2026.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.