Triasima Portfolio Management’s Nu Holdings NU Stock Holding History

Triasima Portfolio 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	–	Sell	-163,238	Closed	-$2.35M	–	145
2026 Q1	$2.35M	Sell	163,238 -148	-0.1%	-$2.4K	0.35%	83
2025 Q4	$2.74M	Buy	163,386 +6,942	+4%	+$112K	0.41%	70
2025 Q3	$2.5M	Sell	156,444 -97,935	-38%	-$1.37M	0.38%	83
2025 Q2	$3.49M	Sell	254,379 -61,977	-20%	-$742K	0.64%	63
2025 Q1	$3.24M	Buy	316,356 +4,377	+1%	+$51.7K	0.64%	53
2024 Q4	$3.23M	Buy	311,979 +23,755	+8%	+$316K	0.63%	53
2024 Q3	$3.93M	Buy	288,224 +8,770	+3%	+$118K	0.88%	39
2024 Q2	$3.6M	Buy	279,454 +76,902	+38%	+$895K	0.33%	53
2024 Q1	$2.42M	Buy	202,552 +3,085	+2%	+$31.5K	0.2%	77
2023 Q4	$1.66M	Buy	+199,467	New	+$1.61M	0.14%	87

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Triasima Portfolio Management's NU Position: Q2 2026 in Review

Triasima Portfolio Management sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 163,238 shares — an estimated $2.35M sold.

Triasima Portfolio Management first reported a position in NU in Q4 2023 and held it in 10 quarters. The position peaked at $3.93M in Q3 2024. 855 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Triasima Portfolio Management reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Triasima Portfolio Management sold 163,238 Nu Holdings shares in Q2 2026, an estimated $2.35M.
Triasima Portfolio Management first reported a position in Nu Holdings in Q4 2023 and held it in 10 quarters.
Triasima Portfolio Management's Nu Holdings position peaked at $3.93M in Q3 2024.
855 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.