Seldon Capital’s Nu Holdings NU Stock Holding History

Seldon Capital’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 Q1	$9.69M	Buy	674,553 +7,901	+1%	+$128K	3.56%	11
2025 Q4	$11.2M	Hold	666,652	–	–	3.86%	9
2025 Q3	$10.7M	Sell	666,652 -280,000	-30%	-$3.91M	3.75%	6
2025 Q2	$13M	Buy	946,652 +639,544	+208%	+$7.66M	5.64%	5
2025 Q1	$3.14M	Buy	307,108 +271,783	+769%	+$3.21M	1.98%	18
2024 Q4	$366K	Buy	35,325 +21,105	+148%	+$281K	0.15%	50
2024 Q3	$194K	Hold	14,220	–	–	0.11%	63
2024 Q2	$183K	Hold	14,220	–	–	0.1%	61
2024 Q1	$170K	Hold	14,220	–	–	0.1%	58
2023 Q4	$118K	Buy	+14,220	New	+$115K	0.09%	54

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Seldon Capital's NU Position: Q1 2026 in Review

Seldon Capital increased its Nu Holdings (NU) stake by 1.2% in Q1 2026, buying an estimated $128K and bringing the position to 674,553 shares worth $9.69M. The position accounts for 3.56% of the portfolio, ranked #11.

Seldon Capital first reported a position in NU in Q4 2023 and has held it in 10 quarters since. The position peaked at $13M in Q2 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Seldon Capital held 674,553 shares of Nu Holdings worth $9.69M as of Q1 2026.
Seldon Capital bought 7,901 Nu Holdings shares in Q1 2026, an estimated $128K.
Nu Holdings made up 3.56% of Seldon Capital's portfolio in Q1 2026, its #11 holding.
Seldon Capital first reported a position in Nu Holdings in Q4 2023 and has held it in 10 quarters since.
Seldon Capital's Nu Holdings position peaked at $13M in Q2 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Seldon Capital's 13F filing for Q1 2026, filed 15 May 2026.