Redpoint Management’s Nu Holdings NU Stock Holding History

Redpoint 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
2025 Q2	–	Sell	-10,597,818	Closed	-$109M	–	6
2025 Q1	$109M	Hold	10,597,818	–	–	39.24%	2
2024 Q4	$110M	Hold	10,597,818	–	–	34.58%	2
2024 Q3	$145M	Sell	10,597,818 -10,597,818	-50%	-$143M	27.03%	2
2024 Q2	$273M	Hold	21,195,636	–	–	43.39%	2
2024 Q1	$253M	Sell	21,195,636 -21,195,638	-50%	-$216M	34.63%	2
2023 Q4	$353M	Hold	42,391,274	–	–	39.69%	2
2023 Q3	$307M	Hold	42,391,274	–	–	63.25%	1
2023 Q2	$334M	Hold	42,391,274	–	–	52.15%	1
2023 Q1	$202M	Hold	42,391,274	–	–	37.68%	1
2022 Q4	$173M	Buy	42,391,274 +37,940,324	+852%	+$165M	42.1%	1
2022 Q3	$19.6M	Sell	4,450,950 -80,331,600	-95%	-$369M	6.59%	4
2022 Q2	$317M	Hold	84,782,550	–	–	56.7%	1
2022 Q1	$655M	Hold	84,782,550	–	–	64.35%	1
2021 Q4	$795M	Buy	+84,782,550	New	+$832M	56.1%	1

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

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Redpoint Management's NU Position: Q2 2025 in Review

Redpoint Management sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 10,597,818 shares — an estimated $109M sold.

Redpoint Management first reported a position in NU in Q4 2021 and held it in 14 quarters. The position peaked at $795M in Q4 2021. 784 funds tracked by Wall St. Rank hold NU as of Q2 2025.

Redpoint Management reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
Redpoint Management sold 10,597,818 Nu Holdings shares in Q2 2025, an estimated $109M.
Redpoint Management first reported a position in Nu Holdings in Q4 2021 and held it in 14 quarters.
Redpoint Management's Nu Holdings position peaked at $795M in Q4 2021.
784 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Redpoint Management's 13F filing for Q2 2025, filed 14 Aug 2025.