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Thornburg Investment Management’s Nu Holdings NU Stock Holding History

Thornburg Investment Management’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 		$10.8M Sell
811,444
-28,759
-3% -$388K 0.1% 74
2026
Q1 		$12.1M Sell
840,203
-229,332
-21% -$3.72M 0.13% 74
2025
Q4 		$17.9M Sell
1,069,535
-121,851
-10% -$1.96M 0.23% 57
2025
Q3 		$19.1M Sell
1,191,386
-185,290
-13% -$2.58M 0.25% 56
2025
Q2 		$18.9M Sell
1,376,676
-68,872
-5% -$825K 0.24% 52
2025
Q1 		$14.8M Sell
1,445,548
-53,582
-4% -$633K 0.21% 62
2024
Q4 		$15.5M Sell
1,499,130
-606,590
-29% -$8.07M 0.21% 74
2024
Q3 		$28.7M Sell
2,105,720
-347,502
-14% -$4.68M 0.37% 54
2024
Q2 		$31.6M Buy
2,453,222
+310,306
+14% +$3.61M 0.44% 45
2024
Q1 		$25.6M Buy
2,142,916
+1,594,779
+291% +$16.3M 0.36% 55
2023
Q4 		$4.57M Buy
+548,137
New +$4.43M 0.07% 153

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Thornburg Investment Management's NU Position: Q2 2026 in Review

Thornburg Investment Management reduced its Nu Holdings (NU) stake by 3.4% in Q2 2026, selling an estimated $388K and leaving 811,444 shares worth $10.8M. The position accounts for 0.1% of the portfolio, ranked #74.

Thornburg Investment Management first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.6M in Q2 2024. 855 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Thornburg Investment Management held 811,444 shares of Nu Holdings worth $10.8M as of Q2 2026.
  • Thornburg Investment Management sold 28,759 Nu Holdings shares in Q2 2026, an estimated $388K.
  • Nu Holdings made up 0.1% of Thornburg Investment Management's portfolio in Q2 2026, its #74 holding.
  • Thornburg Investment Management first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
  • Thornburg Investment Management's Nu Holdings position peaked at $31.6M in Q2 2024.
  • 855 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Thornburg Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.