MIA
NU icon

MMBG Investment Advisors’s Nu Holdings NU Stock Holding History

MMBG Investment Advisors’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 		$450K Hold
33,655
– – 0.04% 141
2026
Q1 		$484K Sell
33,655
-7,652
-19% -$124K 0.04% 136
2025
Q4 		$691K Buy
41,307
+3,700
+10% +$59.5K 0.06% 122
2025
Q3 		$602K Sell
37,607
-19,108
-34% -$267K 0.05% 132
2025
Q2 		$778K Buy
56,715
+16,200
+40% +$194K 0.08% 114
2025
Q1 		$415K Hold
40,515
– – 0.05% 131
2024
Q4 		$420K Buy
+40,515
New +$539K 0.04% 133

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MMBG Investment Advisors's NU Position: Q2 2026 in Review

MMBG Investment Advisors held its Nu Holdings (NU) position steady in Q2 2026 at 33,655 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #141.

MMBG Investment Advisors first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $778K in Q2 2025. 459 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • MMBG Investment Advisors held 33,655 shares of Nu Holdings worth $450K as of Q2 2026.
  • MMBG Investment Advisors left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up 0.04% of MMBG Investment Advisors's portfolio in Q2 2026, its #141 holding.
  • MMBG Investment Advisors first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
  • MMBG Investment Advisors's Nu Holdings position peaked at $778K in Q2 2025.
  • 459 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.