SPX Gestao de Recursos’s Nu Holdings NU Stock Holding History

SPX Gestao 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 Q1	$36.9M	Buy	+2,569,755	New	+$41.7M	3.07%	11
2025 Q4	–	Sell	-654,165	Closed	-$10.5M	–	119
2025 Q3	$10.5M	Buy	+654,165	New	+$9.13M	0.87%	26
2024 Q2	–	Sell	-58,947	Closed	-$686K	–	90
2024 Q1	$703K	Buy	+58,947	New	+$602K	0.06%	69
2023 Q4	–	Sell	-409,786	Closed	-$2.97M	–	97
2023 Q3	$2.97M	Sell	409,786 -177,916	-30%	-$1.33M	0.16%	68
2023 Q2	$4.64M	Buy	+587,702	New	+$3.61M	0.22%	62
2022 Q4	–	Sell	-450,569	Closed	-$1.98M	–	98
2022 Q3	$1.98M	Buy	+450,569	New	+$2.07M	0.18%	57
2022 Q2	–	Sell	-422,048	Closed	-$3.26M	–	82
2022 Q1	$3.26M	Buy	+422,048	New	+$3.39M	0.21%	56

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SPX Gestao de Recursos's NU Position: Q1 2026 in Review

SPX Gestao de Recursos opened a new position in Nu Holdings (NU) in Q1 2026: 2,569,755 shares worth $36.9M. The stake represents 3.07% of the portfolio and ranks #11 among its holdings. This is a return to the name: SPX Gestao de Recursos previously reported a position in NU as recently as Q3 2025.

SPX Gestao de Recursos first reported a position in NU in Q1 2022 and has held it in 7 quarters since. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

SPX Gestao de Recursos held 2,569,755 shares of Nu Holdings worth $36.9M as of Q1 2026.
Nu Holdings was a new SPX Gestao de Recursos position in Q1 2026.
Nu Holdings made up 3.07% of SPX Gestao de Recursos's portfolio in Q1 2026, its #11 holding.
SPX Gestao de Recursos first reported a position in Nu Holdings in Q1 2022 and has held it in 7 quarters since.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on SPX Gestao de Recursos's 13F filing for Q1 2026, filed 6 May 2026.