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Maxi Investments CY’s Nu Holdings NU Stock Holding History

Maxi Investments CY’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
Q1 		$5.5M Sell
382,500
-400,500
-51% -$6.49M 1.2% 18
2025
Q4 		$13.1M Buy
783,000
+361,000
+86% +$5.8M 2.38% 8
2025
Q3 		$6.76M Buy
+422,000
New +$5.89M 1.4% 16

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Maxi Investments CY's NU Position: Q1 2026 in Review

Maxi Investments CY reduced its Nu Holdings (NU) stake by 51% in Q1 2026, selling an estimated $6.49M and leaving 382,500 shares worth $5.5M. The position accounts for 1.2% of the portfolio, ranked #18.

Maxi Investments CY first reported a position in NU in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.1M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Maxi Investments CY held 382,500 shares of Nu Holdings worth $5.5M as of Q1 2026.
  • Maxi Investments CY sold 400,500 Nu Holdings shares in Q1 2026, an estimated $6.49M.
  • Nu Holdings made up 1.2% of Maxi Investments CY's portfolio in Q1 2026, its #18 holding.
  • Maxi Investments CY first reported a position in Nu Holdings in Q3 2025 and has held it in 3 quarters since.
  • Maxi Investments CY's Nu Holdings position peaked at $13.1M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Maxi Investments CY's 13F filing for Q1 2026, filed 14 May 2026.