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 Q2	$24.1M	Buy	1,803,000 +119,000	+7%	+$1.6M	12.33%	1
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 $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

Octahedron Capital Management's NU Position: Q2 2026 in Review

Octahedron Capital Management increased its Nu Holdings (NU) stake by 7.1% in Q2 2026, buying an estimated $1.6M and bringing the position to 1,803,000 shares worth $24.1M. The position accounts for 12.33% of the portfolio, ranked #1.

Octahedron Capital Management first reported a position in NU in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.9M in Q4 2025. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Octahedron Capital Management held 1,803,000 shares of Nu Holdings worth $24.1M as of Q2 2026.
Octahedron Capital Management bought 119,000 Nu Holdings shares in Q2 2026, an estimated $1.6M.
Nu Holdings made up 12.33% of Octahedron Capital Management's portfolio in Q2 2026, its #1 holding.
Octahedron Capital Management first reported a position in Nu Holdings in Q4 2022 and has held it in 15 quarters since.
Octahedron Capital Management's Nu Holdings position peaked at $28.9M in Q4 2025.
858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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