ThornTree Capital Partners’s Nu Holdings NU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.6M Buy
2,812,435
+192,187
+7% +$2.64M 6.42% 8
2025
Q1
$26.8M Sell
2,620,248
-877,712
-25% -$8.99M 5.92% 9
2024
Q4
$36.2M Buy
3,497,960
+461,257
+15% +$4.78M 4.71% 7
2024
Q3
$41.5M Sell
3,036,703
-529,902
-15% -$7.23M 6.9% 2
2024
Q2
$46M Sell
3,566,605
-376,177
-10% -$4.85M 7.83% 2
2024
Q1
$47M Sell
3,942,782
-320,946
-8% -$3.83M 7.94% 3
2023
Q4
$35.5M Sell
4,263,728
-104,975
-2% -$874K 5.83% 4
2023
Q3
$31.7M Sell
4,368,703
-413,504
-9% -$3M 8.28% 4
2023
Q2
$37.7M Buy
4,782,207
+1,540,664
+48% +$12.2M 8.97% 2
2023
Q1
$15.4M Buy
+3,241,543
New +$15.4M 3.83% 14