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 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 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 $3.37T AUM 44.26% 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

Strategy Capital's NU Position: Q2 2026 in Review

Strategy Capital reduced its Nu Holdings (NU) stake by 2.9% in Q2 2026, selling an estimated $1.65M and leaving 4,162,373 shares worth $55.6M. The position accounts for 3.43% of the portfolio, ranked #10.

Strategy Capital first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $69.7M in Q4 2025. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Strategy Capital held 4,162,373 shares of Nu Holdings worth $55.6M as of Q2 2026.
Strategy Capital sold 122,263 Nu Holdings shares in Q2 2026, an estimated $1.65M.
Nu Holdings made up 3.43% of Strategy Capital's portfolio in Q2 2026, its #10 holding.
Strategy Capital first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
Strategy Capital's Nu Holdings position peaked at $69.7M in Q4 2025.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Strategy Capital's 13F filing for Q2 2026, filed 13 Aug 2026.