Ribbit Management Company’s Nu Holdings NU Stock Holding History

Ribbit Management Company’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	$521M	Buy	38,993,253 +9,511,613	+32%	+$128M	25.38%	1
2026 Q1	$424M	Buy	29,481,640 +1,370,000	+5%	+$22.2M	25.2%	1
2025 Q4	$471M	Hold	28,111,640	–	–	23.33%	1
2025 Q3	$450M	Sell	28,111,640 -1,209,160	-4%	-$16.9M	21.37%	2
2025 Q2	$402M	Buy	29,320,800 +2,259,175	+8%	+$27.1M	27.38%	1
2025 Q1	$277M	Buy	27,061,625 +1,817,872	+7%	+$21.5M	28.41%	1
2024 Q4	$262M	Buy	25,243,753 +4,575,000	+22%	+$60.9M	29.58%	1
2024 Q3	$282M	Hold	20,668,753	–	–	18.9%	2
2024 Q2	$266M	Hold	20,668,753	–	–	18.55%	2
2024 Q1	$247M	Sell	20,668,753 -22,961,007	-53%	-$234M	17.87%	2
2023 Q4	$363M	Buy	+43,629,760	New	+$353M	30.72%	2

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

Ribbit Management Company's NU Position: Q2 2026 in Review

Ribbit Management Company increased its Nu Holdings (NU) stake by 32% in Q2 2026, buying an estimated $128M and bringing the position to 38,993,253 shares worth $521M. The position accounts for 25.38% of the portfolio, ranked #1.

Ribbit Management Company first reported a position in NU in Q4 2023 and has held it in 11 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Ribbit Management Company held 38,993,253 shares of Nu Holdings worth $521M as of Q2 2026.
Ribbit Management Company bought 9,511,613 Nu Holdings shares in Q2 2026, an estimated $128M.
Nu Holdings made up 25.38% of Ribbit Management Company's portfolio in Q2 2026, its #1 holding.
Ribbit Management Company first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Ribbit Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.