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ThornTree Capital Partners’s Nu Holdings NU Stock Holding History

ThornTree Capital 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 		$61.3M Buy
4,584,775
+1,757,331
+62% +$23.7M 8.38% 3
2026
Q1 		$40.6M Buy
2,827,444
+486,670
+21% +$7.89M 7.21% 7
2025
Q4 		$39.2M Sell
2,340,774
-383,317
-14% -$6.16M 6.55% 10
2025
Q3 		$43.6M Sell
2,724,091
-88,344
-3% -$1.23M 6.68% 4
2025
Q2 		$38.6M Buy
2,812,435
+192,187
+7% +$2.3M 6.42% 8
2025
Q1 		$26.8M Sell
2,620,248
-877,712
-25% -$10.4M 5.92% 9
2024
Q4 		$36.2M Buy
3,497,960
+461,257
+15% +$6.14M 4.71% 8
2024
Q3 		$41.5M Sell
3,036,703
-529,902
-15% -$7.13M 6.9% 2
2024
Q2 		$46M Sell
3,566,605
-376,177
-10% -$4.38M 7.83% 2
2024
Q1 		$47M Sell
3,942,782
-320,946
-8% -$3.28M 7.94% 3
2023
Q4 		$35.5M Sell
4,263,728
-104,975
-2% -$848K 5.83% 5
2023
Q3 		$31.7M Sell
4,368,703
-413,504
-9% -$3.09M 8.28% 4
2023
Q2 		$37.7M Buy
4,782,207
+1,540,664
+48% +$9.47M 8.97% 2
2023
Q1 		$15.4M Buy
+3,241,543
New +$14.4M 3.83% 14

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

ThornTree Capital Partners's NU Position: Q2 2026 in Review

ThornTree Capital Partners increased its Nu Holdings (NU) stake by 62% in Q2 2026, buying an estimated $23.7M and bringing the position to 4,584,775 shares worth $61.3M. The position accounts for 8.38% of the portfolio, ranked #3.

ThornTree Capital Partners first reported a position in NU in Q1 2023 and has held it in 14 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • ThornTree Capital Partners held 4,584,775 shares of Nu Holdings worth $61.3M as of Q2 2026.
  • ThornTree Capital Partners bought 1,757,331 Nu Holdings shares in Q2 2026, an estimated $23.7M.
  • Nu Holdings made up 8.38% of ThornTree Capital Partners's portfolio in Q2 2026, its #3 holding.
  • ThornTree Capital Partners first reported a position in Nu Holdings in Q1 2023 and has held it in 14 quarters since.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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