Storgate’s Nu Holdings NU Stock Holding History

Storgate’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	$593K	Buy	44,390 +29,496	+198%	+$398K	0.12%	182
2026 Q1	$214K	Buy	14,894 +817	+6%	+$13.2K	0.17%	159
2025 Q4	$236K	Buy	+14,077	New	+$226K	0.19%	141

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

Storgate's NU Position: Q2 2026 in Review

Storgate increased its Nu Holdings (NU) stake by 198% in Q2 2026, buying an estimated $398K and bringing the position to 44,390 shares worth $593K. The position accounts for 0.12% of the portfolio, ranked #182.

Storgate first reported a position in NU in Q4 2025 and has held it in 3 quarters since. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Storgate held 44,390 shares of Nu Holdings worth $593K as of Q2 2026.
Storgate bought 29,496 Nu Holdings shares in Q2 2026, an estimated $398K.
Nu Holdings made up 0.12% of Storgate's portfolio in Q2 2026, its #182 holding.
Storgate first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.