SurgoCap Partners’s Nu Holdings NU Stock Holding History

SurgoCap Partners’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	$107M	Sell	8,000,728 -1,865,332	-19%	-$25.1M	3.46%	11
2026 Q1	$142M	Sell	9,866,060 -654,335	-6%	-$10.6M	4.73%	9
2025 Q4	$176M	Sell	10,520,395 -3,485,034	-25%	-$56M	4.88%	9
2025 Q3	$224M	Buy	14,005,429 +1,789,829	+15%	+$25M	6.23%	8
2025 Q2	$168M	Buy	12,215,600 +6,513,813	+114%	+$78M	6.33%	9
2025 Q1	$58.4M	Sell	5,701,787 -1,449,765	-20%	-$17.1M	2.88%	12
2024 Q4	$74.1M	Buy	7,151,552 +147,375	+2%	+$1.96M	3.82%	11
2024 Q3	$95.6M	Sell	7,004,177 -576,087	-8%	-$7.75M	4.77%	12
2024 Q2	$97.7M	Buy	7,580,264 +760,371	+11%	+$8.85M	5.72%	11
2024 Q1	$81.4M	Sell	6,819,893 -3,130,815	-31%	-$32M	4.37%	11
2023 Q4	$82.9M	Buy	+9,950,708	New	+$80.4M	5.79%	10

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

SurgoCap Partners's NU Position: Q2 2026 in Review

SurgoCap Partners reduced its Nu Holdings (NU) stake by 19% in Q2 2026, selling an estimated $25.1M and leaving 8,000,728 shares worth $107M. The position accounts for 3.46% of the portfolio, ranked #11.

SurgoCap Partners first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $224M in Q3 2025. 850 funds tracked by Wall St. Rank hold NU as of Q2 2026.

SurgoCap Partners held 8,000,728 shares of Nu Holdings worth $107M as of Q2 2026.
SurgoCap Partners sold 1,865,332 Nu Holdings shares in Q2 2026, an estimated $25.1M.
Nu Holdings made up 3.46% of SurgoCap Partners's portfolio in Q2 2026, its #11 holding.
SurgoCap Partners first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
SurgoCap Partners's Nu Holdings position peaked at $224M in Q3 2025.
850 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on SurgoCap Partners's 13F filing for Q2 2026, filed 14 Aug 2026.