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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Princeton Capital Management's NU Position: Q1 2026 in Review

Princeton Capital Management held its Nu Holdings (NU) position steady in Q1 2026 at 14,737 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #132.

Princeton Capital Management first reported a position in NU in Q3 2024 and has held it in 7 quarters since. The position peaked at $623K in Q2 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Princeton Capital Management held 14,737 shares of Nu Holdings worth $212K as of Q1 2026.
Princeton Capital Management left its Nu Holdings share count unchanged in Q1 2026.
Nu Holdings made up 0.06% of Princeton Capital Management's portfolio in Q1 2026, its #132 holding.
Princeton Capital Management first reported a position in Nu Holdings in Q3 2024 and has held it in 7 quarters since.
Princeton Capital Management's Nu Holdings position peaked at $623K in Q2 2025.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Princeton Capital Management's 13F filing for Q1 2026, filed 8 May 2026.