Metavasi Capital’s Nu Holdings NU Stock Holding History

Metavasi Capital’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	$4.02M	Sell	279,475 -280,000	-50%	-$4.54M	1.45%	19
2025 Q4	$9.37M	Hold	559,475	–	–	3.82%	12
2025 Q3	$8.96M	Buy	559,475 +85,000	+18%	+$1.19M	2.71%	16
2025 Q2	$6.51M	Sell	474,475 -500,525	-51%	-$5.99M	2.66%	15
2025 Q1	$9.98M	Buy	975,000 +700,000	+255%	+$8.27M	6.34%	6
2024 Q4	$2.85M	Buy	+275,000	New	+$3.66M	1.01%	25
2024 Q3	–	Sell	-400,000	Closed	-$5.16M	–	38
2024 Q2	$5.16M	Buy	+400,000	New	+$4.66M	2.7%	20

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Metavasi Capital's NU Position: Q1 2026 in Review

Metavasi Capital reduced its Nu Holdings (NU) stake by 50% in Q1 2026, selling an estimated $4.54M and leaving 279,475 shares worth $4.02M. The position accounts for 1.45% of the portfolio, ranked #19.

Metavasi Capital first reported a position in NU in Q2 2024 and has held it in 7 quarters since. The position peaked at $9.98M in Q1 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Metavasi Capital held 279,475 shares of Nu Holdings worth $4.02M as of Q1 2026.
Metavasi Capital sold 280,000 Nu Holdings shares in Q1 2026, an estimated $4.54M.
Nu Holdings made up 1.45% of Metavasi Capital's portfolio in Q1 2026, its #19 holding.
Metavasi Capital first reported a position in Nu Holdings in Q2 2024 and has held it in 7 quarters since.
Metavasi Capital's Nu Holdings position peaked at $9.98M in Q1 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Metavasi Capital's 13F filing for Q1 2026, filed 15 May 2026.