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Saranac Partners’s Nu Holdings NU Stock Holding History

Saranac 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 		$241K Buy
+18,023
New +$243K 0.07% 112
2025
Q4 		– Sell
-7,330
Closed -$117K – 122
2025
Q3 		$117K Buy
+7,330
New +$102K 0.02% 238

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Saranac Partners's NU Position: Q2 2026 in Review

Saranac Partners opened a new position in Nu Holdings (NU) in Q2 2026: 18,023 shares worth $241K. The stake represents 0.07% of the portfolio and ranks #112 among its holdings. This is a return to the name: Saranac Partners previously reported a position in NU as recently as Q3 2025.

Saranac Partners first reported a position in NU in Q3 2025 and has held it in 2 quarters since. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Saranac Partners held 18,023 shares of Nu Holdings worth $241K as of Q2 2026.
  • Nu Holdings was a new Saranac Partners position in Q2 2026.
  • Nu Holdings made up 0.07% of Saranac Partners's portfolio in Q2 2026, its #112 holding.
  • Saranac Partners first reported a position in Nu Holdings in Q3 2025 and has held it in 2 quarters since.
  • 862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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