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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strategy Capital's NU Position: Q1 2026 in Review

Strategy Capital increased its Nu Holdings (NU) stake by 2.9% in Q1 2026, buying an estimated $1.95M and bringing the position to 4,284,636 shares worth $61.6M. The position accounts for 5.03% of the portfolio, ranked #8.

Strategy Capital first reported a position in NU in Q4 2025 and has held it in 2 quarters since. The position peaked at $69.7M in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Strategy Capital held 4,284,636 shares of Nu Holdings worth $61.6M as of Q1 2026.
  • Strategy Capital bought 120,127 Nu Holdings shares in Q1 2026, an estimated $1.95M.
  • Nu Holdings made up 5.03% of Strategy Capital's portfolio in Q1 2026, its #8 holding.
  • Strategy Capital first reported a position in Nu Holdings in Q4 2025 and has held it in 2 quarters since.
  • Strategy Capital's Nu Holdings position peaked at $69.7M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Strategy Capital's 13F filing for Q1 2026, filed 14 May 2026.