Sharp Capital Gestora de Recursos’s Nu Holdings NU Stock Holding History

Sharp Capital Gestora de Recursos’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	$89.7M	Buy	6,714,484 +65,884	+1%	+$888K	62.26%	1
2026 Q1	$95.4M	Buy	6,648,600 +933,162	+16%	+$15.1M	49.71%	1
2025 Q4	$95.7M	Buy	5,715,438 +761,449	+15%	+$12.2M	62.74%	1
2025 Q3	$79.3M	Buy	4,953,989 +467,045	+10%	+$6.52M	68.72%	1
2025 Q2	$61.6M	Buy	4,486,944 +2,717,830	+154%	+$32.5M	61.07%	1
2025 Q1	$18.1M	Buy	1,769,114 +161,148	+10%	+$1.9M	38.82%	2
2024 Q4	$16.7M	Sell	1,607,966 -1,071,348	-40%	-$14.2M	41.09%	2
2024 Q3	$36.6M	Sell	2,679,314 -3,916,354	-59%	-$52.7M	30.95%	3
2024 Q2	$85M	Sell	6,595,668 -4,823,631	-42%	-$56.2M	44.88%	1
2024 Q1	$136M	Buy	11,419,299 +539,029	+5%	+$5.5M	55.66%	1
2023 Q4	$90.6M	Buy	+10,880,270	New	+$87.9M	46.49%	1
2022 Q3	–	Sell	-222,306	Closed	-$831K	–	11
2022 Q2	$831K	Buy	+222,306	New	+$1.13M	0.48%	10

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

Sharp Capital Gestora de Recursos's NU Position: Q2 2026 in Review

Sharp Capital Gestora de Recursos increased its Nu Holdings (NU) stake by 0.99% in Q2 2026, buying an estimated $888K and bringing the position to 6,714,484 shares worth $89.7M. The position accounts for 62.26% of the portfolio, ranked #1.

Sharp Capital Gestora de Recursos first reported a position in NU in Q2 2022 and has held it in 12 quarters since. The position peaked at $136M in Q1 2024. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Sharp Capital Gestora de Recursos held 6,714,484 shares of Nu Holdings worth $89.7M as of Q2 2026.
Sharp Capital Gestora de Recursos bought 65,884 Nu Holdings shares in Q2 2026, an estimated $888K.
Nu Holdings made up 62.26% of Sharp Capital Gestora de Recursos's portfolio in Q2 2026, its #1 holding.
Sharp Capital Gestora de Recursos first reported a position in Nu Holdings in Q2 2022 and has held it in 12 quarters since.
Sharp Capital Gestora de Recursos's Nu Holdings position peaked at $136M in Q1 2024.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Sharp Capital Gestora de Recursos's 13F filing for Q2 2026, filed 13 Aug 2026.