Princeton Capital Management’s Nu Holdings NU Stock Holding History

Princeton 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	$177K	Sell	13,257 -1,480	-10%	-$19.9K	0.04%	145
2026 Q1	$212K	Hold	14,737	–	–	0.06%	132
2025 Q4	$247K	Sell	14,737 -8,185	-36%	-$132K	0.06%	129
2025 Q3	$367K	Sell	22,922 -22,500	-50%	-$314K	0.1%	87
2025 Q2	$623K	Buy	45,422 +526	+1%	+$6.3K	0.19%	57
2025 Q1	$460K	Sell	44,896 -3,806	-8%	-$45K	0.16%	65
2024 Q4	$505K	Buy	48,702 +34,479	+242%	+$459K	0.16%	57
2024 Q3	$194K	Buy	+14,223	New	+$191K	0.06%	110

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

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

Princeton Capital Management reduced its Nu Holdings (NU) stake by 10% in Q2 2026, selling an estimated $19.9K and leaving 13,257 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #145.

Princeton Capital Management first reported a position in NU in Q3 2024 and has held it in 8 quarters since. The position peaked at $623K in Q2 2025. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Princeton Capital Management held 13,257 shares of Nu Holdings worth $177K as of Q2 2026.
Princeton Capital Management sold 1,480 Nu Holdings shares in Q2 2026, an estimated $19.9K.
Nu Holdings made up 0.04% of Princeton Capital Management's portfolio in Q2 2026, its #145 holding.
Princeton Capital Management first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
Princeton Capital Management's Nu Holdings position peaked at $623K in Q2 2025.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Princeton Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.