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 Q2	$7.28M	Sell	544,860 -129,693	-19%	-$1.75M	2.28%	15
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 $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

Seldon Capital's NU Position: Q2 2026 in Review

Seldon Capital reduced its Nu Holdings (NU) stake by 19% in Q2 2026, selling an estimated $1.75M and leaving 544,860 shares worth $7.28M. The position accounts for 2.28% of the portfolio, ranked #15.

Seldon Capital first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $13M in Q2 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Seldon Capital held 544,860 shares of Nu Holdings worth $7.28M as of Q2 2026.
Seldon Capital sold 129,693 Nu Holdings shares in Q2 2026, an estimated $1.75M.
Nu Holdings made up 2.28% of Seldon Capital's portfolio in Q2 2026, its #15 holding.
Seldon Capital first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
Seldon Capital's Nu Holdings position peaked at $13M in Q2 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Seldon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.