Platform Technology Partners’s Nu Holdings NU Stock Holding History

Platform Technology Partners’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	$206K	Sell	15,430 -2,600	-14%	-$35K	0.03%	369
2026 Q1	$259K	Hold	18,030	–	–	0.05%	257
2025 Q4	$302K	Sell	18,030 -870	-5%	-$14K	0.06%	202
2025 Q3	$303K	Hold	18,900	–	–	0.07%	195
2025 Q2	$259K	Sell	18,900 -16,246	-46%	-$195K	0.07%	206
2025 Q1	$360K	Sell	35,146 -544	-2%	-$6.43K	0.1%	163
2024 Q4	$370K	Buy	35,690 +21	+0.1%	+$279	0.11%	150
2024 Q3	$487K	Sell	35,669 -9,000	-20%	-$121K	0.15%	125
2024 Q2	$576K	Buy	+44,669	New	+$520K	0.2%	108
2023 Q4	$280K	Buy	+28,300	New	+$229K	0.11%	163

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

Platform Technology Partners's NU Position: Q2 2026 in Review

Platform Technology Partners reduced its Nu Holdings (NU) stake by 14% in Q2 2026, selling an estimated $35K and leaving 15,430 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #369.

Platform Technology Partners first reported a position in NU in Q4 2023 and has held it in 10 quarters since. The position peaked at $576K in Q2 2024. 855 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Platform Technology Partners held 15,430 shares of Nu Holdings worth $206K as of Q2 2026.
Platform Technology Partners sold 2,600 Nu Holdings shares in Q2 2026, an estimated $35K.
Nu Holdings made up 0.03% of Platform Technology Partners's portfolio in Q2 2026, its #369 holding.
Platform Technology Partners first reported a position in Nu Holdings in Q4 2023 and has held it in 10 quarters since.
Platform Technology Partners's Nu Holdings position peaked at $576K in Q2 2024.
855 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.