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Old Well Partners’s Nu Holdings NU Stock Holding History

Old Well Partners’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
2025
Q1 		– Sell
-252,600
Closed -$2.62M – 9
2024
Q4 		$2.62M Buy
252,600
+79,300
+46% +$1.05M 5% 9
2024
Q3 		$2.37M Sell
173,300
-309,300
-64% -$4.16M 5.11% 8
2024
Q2 		$6.22M Sell
482,600
-260,000
-35% -$3.03M 6.8% 4
2024
Q1 		$8.86M Sell
742,600
-233,400
-24% -$2.38M 7.46% 2
2023
Q4 		$8.13M Sell
976,000
-89,900
-8% -$727K 7.18% 3
2023
Q3 		$7.73M Sell
1,065,900
-214,500
-17% -$1.6M 6.41% 3
2023
Q2 		$10.1M Sell
1,280,400
-187,900
-13% -$1.15M 9.11% 2
2023
Q1 		$6.99M Hold
1,468,300
– – 5.21% 8
2022
Q4 		$5.98M Buy
1,468,300
+135,000
+10% +$587K 5.17% 8
2022
Q3 		$5.87M Buy
1,333,300
+168,300
+14% +$773K 4.88% 9
2022
Q2 		$4.36M Buy
1,165,000
+334,600
+40% +$1.7M 3.49% 13
2022
Q1 		$6.41M Buy
830,400
+116,500
+16% +$935K 4.31% 6
2021
Q4 		$6.7M Buy
+713,900
New +$7.01M 4.14% 8

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Old Well Partners's NU Position: Q1 2025 in Review

Old Well Partners sold out of Nu Holdings (NU) in Q1 2025, closing a stake of 252,600 shares — an estimated $2.62M sold.

Old Well Partners first reported a position in NU in Q4 2021 and held it in 13 quarters. The position peaked at $10.1M in Q2 2023. 732 funds tracked by Wall St. Rank hold NU as of Q1 2025.

  • Old Well Partners reported no remaining Nu Holdings position as of Q1 2025 after selling out during the quarter.
  • Old Well Partners sold 252,600 Nu Holdings shares in Q1 2025, an estimated $2.62M.
  • Old Well Partners first reported a position in Nu Holdings in Q4 2021 and held it in 13 quarters.
  • Old Well Partners's Nu Holdings position peaked at $10.1M in Q2 2023.
  • 732 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on Old Well Partners's 13F filing for Q1 2025, filed 15 May 2025.