Sheets Smith Investment Management’s Nu Holdings NU Stock Holding History

Sheets Smith Investment Management’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
2025 Q3	$987K	Buy	+61,621	New	+$860K	0.64%	59

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

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

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

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

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

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

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

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Sheets Smith Investment Management's NU Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in Nu Holdings (NU) in Q3 2025: 61,621 shares worth $987K. The stake represents 0.64% of the portfolio and ranks #59 among its holdings.

800 funds tracked by Wall St. Rank hold NU as of Q3 2025.

Sheets Smith Investment Management held 61,621 shares of Nu Holdings worth $987K as of Q3 2025.
Nu Holdings was a new Sheets Smith Investment Management position in Q3 2025.
Nu Holdings made up 0.64% of Sheets Smith Investment Management's portfolio in Q3 2025, its #59 holding.
800 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.