Symmetry Investments’s Nu Holdings NU Stock Holding History

Symmetry Investments’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
2023 Q2	–	Sell	-125,000	Closed	-$595K	–	197
2023 Q1	$595K	Buy	+125,000	New	+$557K	0.14%	83

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Symmetry Investments's NU Position: Q2 2025 in Review

Symmetry Investments sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 185,555 shares — an estimated $1.9M sold.

Symmetry Investments first reported a position in NU in Q1 2025 and held it in 1 quarter. The position peaked at $1.9M in Q1 2025. 783 funds tracked by Wall St. Rank hold NU as of Q2 2025.

Symmetry Investments reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
Symmetry Investments sold 185,555 Nu Holdings shares in Q2 2025, an estimated $1.9M.
Symmetry Investments first reported a position in Nu Holdings in Q1 2025 and held it in 1 quarter.
Symmetry Investments's Nu Holdings position peaked at $1.9M in Q1 2025.
783 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Symmetry Investments's 13F filing for Q2 2025, filed 14 Aug 2025.