Thoroughbred Financial Services’s Nu Holdings NU Stock Holding History

Thoroughbred Financial Services’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 Q2	–	Sell	-43,045	Closed	-$440K	–	660
2025 Q1	$440K	Buy	43,045 +500	+1%	+$5.91K	0.03%	451
2024 Q4	$440K	Sell	42,545 -8,514	-17%	-$113K	0.03%	442
2024 Q3	$696K	Sell	51,059 -150	-0.3%	-$2.02K	0.04%	340
2024 Q2	$660K	Buy	+51,209	New	+$596K	0.04%	332

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Thoroughbred Financial Services's NU Position: Q2 2025 in Review

Thoroughbred Financial Services sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 43,045 shares — an estimated $440K sold.

Thoroughbred Financial Services first reported a position in NU in Q2 2024 and held it in 4 quarters. The position peaked at $696K in Q3 2024. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

Thoroughbred Financial Services reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
Thoroughbred Financial Services sold 43,045 Nu Holdings shares in Q2 2025, an estimated $440K.
Thoroughbred Financial Services first reported a position in Nu Holdings in Q2 2024 and held it in 4 quarters.
Thoroughbred Financial Services's Nu Holdings position peaked at $696K in Q3 2024.
782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Thoroughbred Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.