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 Q2	$38.8M	Sell	2,902,887 -237,603	-8%	-$3.2M	1.01%	35
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

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 $3.38T AUM 44.17% 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

NZS Capital's NU Position: Q2 2026 in Review

NZS Capital reduced its Nu Holdings (NU) stake by 7.6% in Q2 2026, selling an estimated $3.2M and leaving 2,902,887 shares worth $38.8M. The position accounts for 1.01% of the portfolio, ranked #35.

NZS Capital first reported a position in NU in Q3 2023 and has held it in 12 quarters since. The position peaked at $51.3M in Q4 2025. 860 funds tracked by Wall St. Rank hold NU as of Q2 2026.

NZS Capital held 2,902,887 shares of Nu Holdings worth $38.8M as of Q2 2026.
NZS Capital sold 237,603 Nu Holdings shares in Q2 2026, an estimated $3.2M.
Nu Holdings made up 1.01% of NZS Capital's portfolio in Q2 2026, its #35 holding.
NZS Capital first reported a position in Nu Holdings in Q3 2023 and has held it in 12 quarters since.
NZS Capital's Nu Holdings position peaked at $51.3M in Q4 2025.
860 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on NZS Capital's 13F filing for Q2 2026, filed 14 Aug 2026.