OCM
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Osbon Capital Management’s Nu Holdings NU Stock Holding History

Osbon 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 		$76.6K Sell
5,734
-7,788
-58% -$105K 0.06% 113
2026
Q1 		$194K Sell
13,522
-35
-0.3% -$567 0.16% 72
2025
Q4 		$227K Buy
+13,557
New +$218K 0.21% 53

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

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

Osbon Capital Management reduced its Nu Holdings (NU) stake by 58% in Q2 2026, selling an estimated $105K and leaving 5,734 shares worth $76.6K. The position accounts for 0.06% of the portfolio, ranked #113.

Osbon Capital Management first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $227K in Q4 2025. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Osbon Capital Management held 5,734 shares of Nu Holdings worth $76.6K as of Q2 2026.
  • Osbon Capital Management sold 7,788 Nu Holdings shares in Q2 2026, an estimated $105K.
  • Nu Holdings made up 0.06% of Osbon Capital Management's portfolio in Q2 2026, its #113 holding.
  • Osbon Capital Management first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
  • Osbon Capital Management's Nu Holdings position peaked at $227K in Q4 2025.
  • 858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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