PCH
NU icon

Polar Capital Holdings’s Nu Holdings NU Stock Holding History

Polar Capital Holdings’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
Q1 		$119M Buy
8,266,177
+1,793,453
+28% +$29.1M 0.52% 58
2025
Q4 		$108M Buy
6,472,724
+215,977
+3% +$3.47M 0.5% 64
2025
Q3 		$100M Sell
6,256,747
-651,855
-9% -$9.09M 0.48% 59
2025
Q2 		$94.8M Buy
6,908,602
+833,285
+14% +$9.98M 0.5% 55
2025
Q1 		$62.2M Buy
6,075,317
+704,907
+13% +$8.33M 0.38% 80
2024
Q4 		$55.6M Buy
5,370,410
+1,557,402
+41% +$20.7M 0.31% 82
2024
Q3 		$52M Sell
3,813,008
-335,164
-8% -$4.51M 0.25% 84
2024
Q2 		$53.5M Buy
4,148,172
+2,723,994
+191% +$31.7M 0.32% 77
2024
Q1 		$17M Buy
1,424,178
+1,401,315
+6,129% +$14.3M 0.09% 159
2023
Q4 		$190K Buy
+22,863
New +$185K ﹤0.01% 270

Other funds holding NU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return