Polen Capital Management’s Nu Holdings NU Stock Holding History

Polen 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	$10.1M	Sell	752,747 -464,491	-38%	-$6.26M	0.09%	42
2026 Q1	$17.5M	Buy	1,217,238 +59,402	+5%	+$963K	0.12%	33
2025 Q4	$19.4M	Sell	1,157,836 -383,326	-25%	-$6.16M	0.08%	34
2025 Q3	$24.7M	Sell	1,541,162 -945,641	-38%	-$13.2M	0.08%	38
2025 Q2	$34.1M	Sell	2,486,803 -482,978	-16%	-$5.78M	0.1%	33
2025 Q1	$30.4M	Buy	2,969,781 +726,310	+32%	+$8.58M	0.1%	39
2024 Q4	$23.2M	Buy	+2,243,471	New	+$29.8M	0.06%	39

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

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

Polen Capital Management reduced its Nu Holdings (NU) stake by 38% in Q2 2026, selling an estimated $6.26M and leaving 752,747 shares worth $10.1M. The position accounts for 0.09% of the portfolio, ranked #42.

Polen Capital Management first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.1M in Q2 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Polen Capital Management held 752,747 shares of Nu Holdings worth $10.1M as of Q2 2026.
Polen Capital Management sold 464,491 Nu Holdings shares in Q2 2026, an estimated $6.26M.
Nu Holdings made up 0.09% of Polen Capital Management's portfolio in Q2 2026, its #42 holding.
Polen Capital Management first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
Polen Capital Management's Nu Holdings position peaked at $34.1M in Q2 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.