Orion Capital Management’s Nu Holdings NU Stock Holding History

Orion 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	$337K	Buy	25,200 +2,300	+10%	+$31K	0.1%	109
2026 Q1	$329K	Sell	22,900 -1,000	-4%	-$16.2K	0.11%	107
2025 Q4	$400K	Buy	23,900 +2,600	+12%	+$41.8K	0.13%	97
2025 Q3	$341K	Buy	21,300 +6,000	+39%	+$83.7K	0.12%	104
2025 Q2	$210K	Buy	15,300 +10,000	+189%	+$120K	0.08%	132
2025 Q1	$54.3K	Buy	5,300 +500	+10%	+$5.91K	0.02%	233
2024 Q4	$49.7K	Buy	+4,800	New	+$63.8K	0.02%	237

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

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

Orion Capital Management increased its Nu Holdings (NU) stake by 10% in Q2 2026, buying an estimated $31K and bringing the position to 25,200 shares worth $337K. The position accounts for 0.1% of the portfolio, ranked #109.

Orion Capital Management first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $400K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Orion Capital Management held 25,200 shares of Nu Holdings worth $337K as of Q2 2026.
Orion Capital Management bought 2,300 Nu Holdings shares in Q2 2026, an estimated $31K.
Nu Holdings made up 0.1% of Orion Capital Management's portfolio in Q2 2026, its #109 holding.
Orion Capital Management first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
Orion Capital Management's Nu Holdings position peaked at $400K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.