Oak Thistle LLC’s Nu Holdings NU Stock Holding History

Oak Thistle LLC’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	$2.4M	Buy	+179,877	New	+$2.42M	0.23%	168
2026 Q1	–	Sell	-23,634	Closed	-$396K	–	586
2025 Q4	$396K	Buy	+23,634	New	+$380K	0.06%	441
2025 Q2	–	Sell	-44,956	Closed	-$460K	–	562
2025 Q1	$460K	Buy	+44,956	New	+$531K	0.09%	301
2024 Q4	–	Sell	-30,591	Closed	-$418K	–	508
2024 Q3	$418K	Buy	+30,591	New	+$412K	0.14%	281
2024 Q2	–	Sell	-21,739	Closed	-$259K	–	402
2024 Q1	$259K	Sell	21,739 -15,330	-41%	-$157K	0.23%	205
2023 Q4	$309K	Buy	+37,069	New	+$300K	0.09%	355

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

Oak Thistle LLC's NU Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in Nu Holdings (NU) in Q2 2026: 179,877 shares worth $2.4M. The stake represents 0.23% of the portfolio and ranks #168 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in NU as recently as Q4 2025.

Oak Thistle LLC first reported a position in NU in Q4 2023 and has held it in 6 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Oak Thistle LLC held 179,877 shares of Nu Holdings worth $2.4M as of Q2 2026.
Nu Holdings was a new Oak Thistle LLC position in Q2 2026.
Nu Holdings made up 0.23% of Oak Thistle LLC's portfolio in Q2 2026, its #168 holding.
Oak Thistle LLC first reported a position in Nu Holdings in Q4 2023 and has held it in 6 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.