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Senator Investment Group’s Nu Holdings NU Stock Holding History

Senator Investment Group’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 		$43.1M Buy
3,225,000
+775,000
+32% +$10.4M 1.57% 28
2026
Q1 		$35.2M Buy
2,450,000
+250,000
+11% +$4.05M 1.62% 25
2025
Q4 		$36.8M Buy
2,200,000
+239,798
+12% +$3.85M 1.48% 25
2025
Q3 		$31.4M Buy
1,960,202
+617,619
+46% +$8.62M 1.16% 33
2025
Q2 		$18.4M Buy
+1,342,583
New +$16.1M 0.71% 43

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 $3.37T AUM 44.26% 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

Senator Investment Group's NU Position: Q2 2026 in Review

Senator Investment Group increased its Nu Holdings (NU) stake by 32% in Q2 2026, buying an estimated $10.4M and bringing the position to 3,225,000 shares worth $43.1M. The position accounts for 1.57% of the portfolio, ranked #28.

Senator Investment Group first reported a position in NU in Q2 2025 and has held it in 5 quarters since. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Senator Investment Group held 3,225,000 shares of Nu Holdings worth $43.1M as of Q2 2026.
  • Senator Investment Group bought 775,000 Nu Holdings shares in Q2 2026, an estimated $10.4M.
  • Nu Holdings made up 1.57% of Senator Investment Group's portfolio in Q2 2026, its #28 holding.
  • Senator Investment Group first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
  • 857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Senator Investment Group's 13F filing for Q2 2026, filed 12 Aug 2026.