Sierra Ocean’s Nu Holdings NU Stock Holding History

Sierra Ocean’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	–	Sell	-92	Closed	-$1.26K	–	649
2025 Q2	$1.26K	Hold	92	–	–	﹤0.01%	846
2025 Q1	$942	Hold	92	–	–	﹤0.01%	945
2024 Q4	$953	Buy	+92	New	+$1.22K	﹤0.01%	947

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 $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Sierra Ocean's NU Position: Q3 2025 in Review

Sierra Ocean sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 92 shares — an estimated $1.26K sold.

Sierra Ocean first reported a position in NU in Q4 2024 and held it in 3 quarters. The position peaked at $1.26K in Q2 2025. 802 funds tracked by Wall St. Rank hold NU as of Q3 2025.

Sierra Ocean reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 92 Nu Holdings shares in Q3 2025, an estimated $1.26K.
Sierra Ocean first reported a position in Nu Holdings in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Nu Holdings position peaked at $1.26K in Q2 2025.
802 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.