NWI Management’s Nu Holdings NU Stock Holding History

NWI 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	–	Sell	-1,000,000	Closed	-$14.4M	–	62
2026 Q1	$14.4M	Sell	1,000,000 -6,000,000	-86%	-$97.3M	0.82%	29
2025 Q4	$117M	Buy	7,000,000 +1,000,000	+17%	+$16.1M	5.4%	4
2025 Q3	$96.1M	Buy	6,000,000 +641,800	+12%	+$8.95M	5.12%	5
2025 Q2	$73.5M	Buy	+5,358,200	New	+$64.2M	3.81%	7

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

NWI Management's NU Position: Q2 2026 in Review

NWI Management increased its Nu Holdings (NU) stake by 14% in Q2 2026, buying an estimated $11.3M and bringing the position to 7,039,000 shares worth $94M. The position accounts for 4.35% of the portfolio, ranked #9.

NWI Management first reported a position in NU in Q2 2025 and has held it in 5 quarters since. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

NWI Management held 7,039,000 shares of Nu Holdings worth $94M as of Q2 2026.
NWI Management bought 837,600 Nu Holdings shares in Q2 2026, an estimated $11.3M.
Nu Holdings made up 4.35% of NWI Management's portfolio in Q2 2026, its #9 holding.
NWI Management first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on NWI Management's 13F filing for Q2 2026, filed 14 Aug 2026.