Strategy Capital
NU icon

Strategy Capital’s Nu Holdings NU Stock Holding History

Strategy Capital’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
Q3 		$55.1M Buy
4,349,162
+186,789
+4% +$2.65M 3.11% 10
2026
Q2 		$55.6M Sell
4,162,373
-122,263
-3% -$1.65M 3.43% 10
2026
Q1 		$61.6M Buy
4,284,636
+120,127
+3% +$1.95M 5.03% 8
2025
Q4 		$69.7M Buy
+4,164,509
New +$66.9M 5.14% 8

Other funds holding NU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Strategy Capital's NU Position: Q3 2026 in Review

Strategy Capital increased its Nu Holdings (NU) stake by 4.5% in Q3 2026, buying an estimated $2.65M and bringing the position to 4,349,162 shares worth $55.1M. The position accounts for 3.11% of the portfolio, ranked #10.

Strategy Capital first reported a position in NU in Q4 2025 and has held it in 4 quarters since. The position peaked at $69.7M in Q4 2025. 688 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Strategy Capital held 4,349,162 shares of Nu Holdings worth $55.1M as of Q3 2026.
  • Strategy Capital bought 186,789 Nu Holdings shares in Q3 2026, an estimated $2.65M.
  • Nu Holdings made up 3.11% of Strategy Capital's portfolio in Q3 2026, its #10 holding.
  • Strategy Capital first reported a position in Nu Holdings in Q4 2025 and has held it in 4 quarters since.
  • Strategy Capital's Nu Holdings position peaked at $69.7M in Q4 2025.
  • 688 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Strategy Capital's 13F filing for Q3 2026, filed 13 Nov 2026.