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 Q2	–	Sell	-2,569,755	Closed	-$36.9M	–	95
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 $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

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

SPX Gestao de Recursos's NU Position: Q2 2026 in Review

SPX Gestao de Recursos sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 2,569,755 shares — an estimated $36.9M sold.

SPX Gestao de Recursos first reported a position in NU in Q1 2022 and held it in 7 quarters. The position peaked at $36.9M in Q1 2026. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

SPX Gestao de Recursos reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
SPX Gestao de Recursos sold 2,569,755 Nu Holdings shares in Q2 2026, an estimated $36.9M.
SPX Gestao de Recursos first reported a position in Nu Holdings in Q1 2022 and held it in 7 quarters.
SPX Gestao de Recursos's Nu Holdings position peaked at $36.9M in Q1 2026.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on SPX Gestao de Recursos's 13F filing for Q2 2026, filed 6 Aug 2026.