Syon Capital’s Nu Holdings NU Stock Holding History

Syon 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	$2.21M	Buy	165,523 +6,352	+4%	+$85.6K	0.1%	152
2026 Q1	$2.29M	Sell	159,171 -1,629	-1%	-$26.4K	0.12%	131
2025 Q4	$2.69M	Buy	160,800 +86,482	+116%	+$1.39M	0.13%	115
2025 Q3	$1.19M	Buy	74,318 +57,071	+331%	+$796K	0.06%	219
2025 Q2	$237K	Buy	17,247 +430	+3%	+$5.15K	0.02%	636
2025 Q1	$172K	Buy	+16,817	New	+$199K	0.01%	553

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

Syon Capital's NU Position: Q2 2026 in Review

Syon Capital increased its Nu Holdings (NU) stake by 4% in Q2 2026, buying an estimated $85.6K and bringing the position to 165,523 shares worth $2.21M. The position accounts for 0.1% of the portfolio, ranked #152.

Syon Capital first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.69M in Q4 2025. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Syon Capital held 165,523 shares of Nu Holdings worth $2.21M as of Q2 2026.
Syon Capital bought 6,352 Nu Holdings shares in Q2 2026, an estimated $85.6K.
Nu Holdings made up 0.1% of Syon Capital's portfolio in Q2 2026, its #152 holding.
Syon Capital first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
Syon Capital's Nu Holdings position peaked at $2.69M in Q4 2025.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.