OAG
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Orbis Allan Gray’s Nu Holdings NU Stock Holding History

Orbis Allan Gray’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$259M Buy
18,870,590
+4,147,660
+28% +$56.9M 1.26% 25
2025
Q1 		$151M Buy
+14,722,930
New +$151M 0.86% 35