Octahedron Capital Management’s Nu Holdings NU Stock Holding History

Octahedron Capital 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 Q1	$24.2M	Sell	1,684,000 -42,000	-2%	-$681K	17.6%	1
2025 Q4	$28.9M	Hold	1,726,000	–	–	19.66%	1
2025 Q3	$27.6M	Buy	1,726,000 +118,000	+7%	+$1.65M	15.71%	1
2025 Q2	$22.1M	Buy	1,608,000 +583,250	+57%	+$6.98M	16.66%	1
2025 Q1	$10.5M	Sell	1,024,750 -150,250	-13%	-$1.78M	9.13%	4
2024 Q4	$12.2M	Buy	1,175,000 +285,000	+32%	+$3.79M	11.56%	2
2024 Q3	$12.1M	Sell	890,000 -190,000	-18%	-$2.56M	13.51%	1
2024 Q2	$13.9M	Buy	1,080,000 +295,000	+38%	+$3.43M	13.97%	2
2024 Q1	$9.37M	Sell	785,000 -437,500	-36%	-$4.47M	12.75%	2
2023 Q4	$10.2M	Buy	1,222,500 +277,500	+29%	+$2.24M	11.99%	1
2023 Q3	$6.85M	Buy	945,000 +135,700	+17%	+$1.02M	7.83%	5
2023 Q2	$6.39M	Buy	809,300 +27,621	+4%	+$170K	11.01%	4
2023 Q1	$3.72M	Buy	781,679 +616,679	+374%	+$2.75M	7.97%	4
2022 Q4	$672K	Buy	+165,000	New	+$717K	1.74%	11

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 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

Octahedron Capital Management's NU Position: Q1 2026 in Review

Octahedron Capital Management reduced its Nu Holdings (NU) stake by 2.4% in Q1 2026, selling an estimated $681K and leaving 1,684,000 shares worth $24.2M. The position accounts for 17.6% of the portfolio, ranked #1.

Octahedron Capital Management first reported a position in NU in Q4 2022 and has held it in 14 quarters since. The position peaked at $28.9M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Octahedron Capital Management held 1,684,000 shares of Nu Holdings worth $24.2M as of Q1 2026.
Octahedron Capital Management sold 42,000 Nu Holdings shares in Q1 2026, an estimated $681K.
Nu Holdings made up 17.6% of Octahedron Capital Management's portfolio in Q1 2026, its #1 holding.
Octahedron Capital Management first reported a position in Nu Holdings in Q4 2022 and has held it in 14 quarters since.
Octahedron Capital Management's Nu Holdings position peaked at $28.9M in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

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