SRN Advisors’s Nu Holdings NU Stock Holding History

SRN Advisors’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 Q2	$510K	Sell	37,166 -30,167	-45%	-$361K	0.46%	87
2025 Q1	$689K	Sell	67,333 -37,824	-36%	-$447K	0.77%	69
2024 Q4	$1.09M	Buy	105,157 +20,000	+23%	+$266K	0.97%	46
2024 Q3	$1.16M	Sell	85,157 -73,792	-46%	-$993K	1.03%	39
2024 Q2	$2.05M	Buy	158,949 +51,296	+48%	+$597K	1.7%	15
2024 Q1	$1.28M	Sell	107,653 -52,988	-33%	-$541K	1%	46
2023 Q4	$1.34M	Buy	160,641 +44,008	+38%	+$356K	1.2%	28
2023 Q3	$846K	Sell	116,633 -7,288	-6%	-$54.5K	0.84%	56
2023 Q2	$978K	Sell	123,921 -176,182	-59%	-$1.08M	0.87%	58
2023 Q1	$1.44M	Sell	300,103 -77,260	-20%	-$344K	1.32%	18
2022 Q4	$1.54M	Sell	377,363 -19,480	-5%	-$84.7K	1.52%	17
2022 Q3	$1.75M	Sell	396,843 -212,628	-35%	-$976K	1.46%	19
2022 Q2	$2.28M	Buy	+609,471	New	+$3.09M	1.59%	10

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

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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

SRN Advisors's NU Position: Q2 2025 in Review

SRN Advisors reduced its Nu Holdings (NU) stake by 45% in Q2 2025, selling an estimated $361K and leaving 37,166 shares worth $510K. The position accounts for 0.46% of the portfolio, ranked #87.

SRN Advisors first reported a position in NU in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.28M in Q2 2022. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

SRN Advisors held 37,166 shares of Nu Holdings worth $510K as of Q2 2025.
SRN Advisors sold 30,167 Nu Holdings shares in Q2 2025, an estimated $361K.
Nu Holdings made up 0.46% of SRN Advisors's portfolio in Q2 2025, its #87 holding.
SRN Advisors first reported a position in Nu Holdings in Q2 2022 and has held it in 13 quarters since.
SRN Advisors's Nu Holdings position peaked at $2.28M in Q2 2022.
782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on SRN Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.