Pictet Asset Management (Switzerland)’s Nu Holdings NU Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$261K	Buy	+33,135	New	+$204K	﹤0.01%	1579
2022 Q4	–	Sell	-1,228,711	Closed	-$5.41M	–	2006
2022 Q3	$5.41M	Buy	1,228,711 +5,730	+0.5%	+$26.3K	0.01%	720
2022 Q2	$4.57M	Sell	1,222,981 -17,265	-1%	-$87.6K	0.01%	776
2022 Q1	$9.57M	Sell	1,240,246 -13,391	-1%	-$107K	0.01%	659
2021 Q4	$11.8M	Buy	+1,253,637	New	+$12.3M	0.01%	627

Other funds holding NU

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s NU Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) opened a new position in Nu Holdings (NU) in Q2 2023: 33,135 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #1579 among its holdings. This is a return to the name: Pictet Asset Management (Switzerland) previously reported a position in NU as recently as Q3 2022.

Pictet Asset Management (Switzerland) first reported a position in NU in Q4 2021 and has held it in 5 quarters since. The position peaked at $11.8M in Q4 2021. 351 funds tracked by Wall St. Rank hold NU as of Q2 2023.

Pictet Asset Management (Switzerland) held 33,135 shares of Nu Holdings worth $261K as of Q2 2023.
Nu Holdings was a new Pictet Asset Management (Switzerland) position in Q2 2023.
Nu Holdings made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1579 holding.
Pictet Asset Management (Switzerland) first reported a position in Nu Holdings in Q4 2021 and has held it in 5 quarters since.
Pictet Asset Management (Switzerland)'s Nu Holdings position peaked at $11.8M in Q4 2021.
351 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.