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Perpetual Ltd’s Nu Holdings NU Stock Holding History

Perpetual Ltd’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 		$94.8M Buy
7,094,372
+1,079,402
+18% +$14.5M 1.35% 21
2026
Q1 		$86.4M Buy
6,014,970
+3,227,400
+116% +$52.3M 1.33% 21
2025
Q4 		$46.7M Buy
2,787,570
+1,464,387
+111% +$23.5M 0.67% 35
2025
Q3 		$21.2M Hold
1,323,183
– – 0.26% 94
2025
Q2 		$18.2M Sell
1,323,183
-331,298
-20% -$3.97M 0.21% 101
2025
Q1 		$16.9M Sell
1,654,481
-4,903,184
-75% -$57.9M 0.2% 97
2024
Q4 		$67.9M Sell
6,557,665
-801,663
-11% -$10.7M 0.8% 46
2024
Q3 		$100M Sell
7,359,328
-1,544,065
-17% -$20.8M 1.09% 25
2024
Q2 		$115M Sell
8,903,393
-1,755,612
-16% -$20.4M 1.25% 22
2024
Q1 		$127M Sell
10,659,005
-2,467,118
-19% -$25.2M 1.24% 24
2023
Q4 		$109M Buy
+13,126,123
New +$106M 1.13% 26

Other funds holding NU

CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Perpetual Ltd's NU Position: Q2 2026 in Review

Perpetual Ltd increased its Nu Holdings (NU) stake by 18% in Q2 2026, buying an estimated $14.5M and bringing the position to 7,094,372 shares worth $94.8M. The position accounts for 1.35% of the portfolio, ranked #21.

Perpetual Ltd first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $127M in Q1 2024. 208 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Perpetual Ltd held 7,094,372 shares of Nu Holdings worth $94.8M as of Q2 2026.
  • Perpetual Ltd bought 1,079,402 Nu Holdings shares in Q2 2026, an estimated $14.5M.
  • Nu Holdings made up 1.35% of Perpetual Ltd's portfolio in Q2 2026, its #21 holding.
  • Perpetual Ltd first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
  • Perpetual Ltd's Nu Holdings position peaked at $127M in Q1 2024.
  • 208 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.