Sands Capital Ventures’s Nu Holdings NU Stock Holding History

Sands Capital Ventures’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	$94.8M	Buy	7,094,952 +557,183	+9%	+$7.51M	15.45%	2
2026 Q1	$93.9M	Sell	6,537,769 -323,630	-5%	-$5.25M	22.3%	1
2025 Q4	$115M	Sell	6,861,399 -314,035	-4%	-$5.05M	22.15%	2
2025 Q3	$115M	Hold	7,175,434	–	–	25.17%	1
2025 Q2	$98.4M	Buy	7,175,434 +11,079	+0.2%	+$133K	19.39%	2
2025 Q1	$73.4M	Buy	7,164,355 +143,196	+2%	+$1.69M	17.94%	2
2024 Q4	$72.7M	Buy	7,021,159 +1,522,357	+28%	+$20.2M	15.82%	2
2024 Q3	$75.1M	Sell	5,498,802 -1,829,492	-25%	-$24.6M	21.1%	2
2024 Q2	$94.5M	Sell	7,328,294 -1,827,367	-20%	-$21.3M	31.64%	1
2024 Q1	$109M	Hold	9,155,661	–	–	26.34%	1
2023 Q4	$76.3M	Buy	9,155,661 +3,113	+0%	+$25.2K	21.22%	1
2023 Q3	$66.4M	Hold	9,152,548	–	–	19.63%	1
2023 Q2	$72.2M	Sell	9,152,548 -3,799	-0%	-$23.3K	21.36%	1
2023 Q1	$43.6M	Hold	9,156,347	–	–	10.77%	4
2022 Q4	$37.3M	Buy	9,156,347 +19,512	+0.2%	+$84.8K	10.21%	3
2022 Q3	$40.2M	Hold	9,136,835	–	–	11.68%	3
2022 Q2	$34.2M	Hold	9,136,835	–	–	9.38%	4
2022 Q1	$70.5M	Hold	9,136,835	–	–	14.74%	2
2021 Q4	$85.7M	Buy	+9,136,835	New	+$89.7M	12.7%	3

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

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

Norges Bank Oslo, Norway $1T AUM

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

TCMX

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

Sands Capital Ventures's NU Position: Q2 2026 in Review

Sands Capital Ventures increased its Nu Holdings (NU) stake by 8.5% in Q2 2026, buying an estimated $7.51M and bringing the position to 7,094,952 shares worth $94.8M. The position accounts for 15.45% of the portfolio, ranked #2.

Sands Capital Ventures first reported a position in NU in Q4 2021 and has held it in 19 quarters since. The position peaked at $115M in Q3 2025. 790 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Sands Capital Ventures held 7,094,952 shares of Nu Holdings worth $94.8M as of Q2 2026.
Sands Capital Ventures bought 557,183 Nu Holdings shares in Q2 2026, an estimated $7.51M.
Nu Holdings made up 15.45% of Sands Capital Ventures's portfolio in Q2 2026, its #2 holding.
Sands Capital Ventures first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
Sands Capital Ventures's Nu Holdings position peaked at $115M in Q3 2025.
790 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Sands Capital Ventures's 13F filing for Q2 2026, filed 13 Aug 2026.