NZS Capital’s Nu Holdings NU Stock Holding History

NZS 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	$45.1M	Buy	3,140,490 +74,097	+2%	+$1.2M	1.51%	29
2025 Q4	$51.3M	Buy	3,066,393 +28,267	+0.9%	+$454K	1.57%	25
2025 Q3	$48.6M	Buy	3,038,126 +637,442	+27%	+$8.89M	1.49%	27
2025 Q2	$32.9M	Buy	2,400,684 +399,220	+20%	+$4.78M	1.12%	36
2025 Q1	$20.5M	Buy	2,001,464 +472,684	+31%	+$5.59M	0.92%	39
2024 Q4	$15.8M	Buy	1,528,780 +76,595	+5%	+$1.02M	0.67%	50
2024 Q3	$19.8M	Sell	1,452,185 -95,666	-6%	-$1.29M	0.77%	46
2024 Q2	$20M	Sell	1,547,851 -9,549	-0.6%	-$111K	0.82%	42
2024 Q1	$18.6M	Buy	1,557,400 +485,450	+45%	+$4.96M	0.77%	41
2023 Q4	$8.93M	Buy	1,071,950 +478,629	+81%	+$3.87M	0.47%	48
2023 Q3	$4.3M	Buy	+593,321	New	+$4.44M	0.23%	63

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

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 $3.37T AUM 44.26% 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

NZS Capital's NU Position: Q1 2026 in Review

NZS Capital increased its Nu Holdings (NU) stake by 2.4% in Q1 2026, buying an estimated $1.2M and bringing the position to 3,140,490 shares worth $45.1M. The position accounts for 1.51% of the portfolio, ranked #29.

NZS Capital first reported a position in NU in Q3 2023 and has held it in 11 quarters since. The position peaked at $51.3M in Q4 2025. 900 funds tracked by Wall St. Rank hold NU as of Q1 2026.

NZS Capital held 3,140,490 shares of Nu Holdings worth $45.1M as of Q1 2026.
NZS Capital bought 74,097 Nu Holdings shares in Q1 2026, an estimated $1.2M.
Nu Holdings made up 1.51% of NZS Capital's portfolio in Q1 2026, its #29 holding.
NZS Capital first reported a position in Nu Holdings in Q3 2023 and has held it in 11 quarters since.
NZS Capital's Nu Holdings position peaked at $51.3M in Q4 2025.
900 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

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