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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
2025
Q1 		– Sell
-750,000
Closed -$7.77M – 27
2024
Q4 		$7.77M Buy
+750,000
New +$9.98M 1.01% 24

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ThornTree Capital Partners's NU Position: Q1 2026 in Review

ThornTree Capital Partners increased its Nu Holdings (NU) stake by 21% in Q1 2026, buying an estimated $7.89M and bringing the position to 2,827,444 shares worth $40.6M. The position accounts for 7.21% of the portfolio, ranked #7.

ThornTree Capital Partners first reported a position in NU in Q1 2023 and has held it in 13 quarters since. The position peaked at $47M in Q1 2024. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • ThornTree Capital Partners held 2,827,444 shares of Nu Holdings worth $40.6M as of Q1 2026.
  • ThornTree Capital Partners bought 486,670 Nu Holdings shares in Q1 2026, an estimated $7.89M.
  • Nu Holdings made up 7.21% of ThornTree Capital Partners's portfolio in Q1 2026, its #7 holding.
  • ThornTree Capital Partners first reported a position in Nu Holdings in Q1 2023 and has held it in 13 quarters since.
  • ThornTree Capital Partners's Nu Holdings position peaked at $47M in Q1 2024.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on ThornTree Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.