Regal Partners’s Nu Holdings NU Stock Holding History

Regal Partners’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	–	Sell	-16,390	Closed	-$236K	–	147
2026 Q1	$236K	Sell	16,390 -185,000	-92%	-$3M	0.01%	101
2025 Q4	$3.37M	Buy	201,390 +190,515	+1,752%	+$3.06M	0.19%	42
2025 Q3	$174K	Buy	+10,875	New	+$152K	0.01%	84
2025 Q1	–	Sell	-199,816	Closed	-$2.07M	–	62
2024 Q4	$2.07M	Buy	199,816 +9,348	+5%	+$124K	0.21%	35
2024 Q3	$2.6M	Buy	190,468 +40,503	+27%	+$545K	0.23%	36
2024 Q2	$1.93M	Buy	149,965 +49,965	+50%	+$582K	0.2%	36
2024 Q1	$1.19M	Buy	+100,000	New	+$1.02M	0.12%	33

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

Regal Partners's NU Position: Q2 2026 in Review

Regal Partners sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 16,390 shares — an estimated $236K sold.

Regal Partners first reported a position in NU in Q1 2024 and held it in 7 quarters. The position peaked at $3.37M in Q4 2025. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Regal Partners reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Regal Partners sold 16,390 Nu Holdings shares in Q2 2026, an estimated $236K.
Regal Partners first reported a position in Nu Holdings in Q1 2024 and held it in 7 quarters.
Regal Partners's Nu Holdings position peaked at $3.37M in Q4 2025.
858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Regal Partners's 13F filing for Q2 2026, filed 14 Aug 2026.