Truxt Investmentos’s Nu Holdings NU Stock Holding History

Truxt Investmentos’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	$21.8M	Sell	1,633,453 -208,522	-11%	-$2.81M	25.19%	1
2026 Q1	$26.5M	Buy	+1,841,975	New	+$29.9M	17%	2
2025 Q3	$22.2M	Buy	+1,385,745	New	+$19.3M	31.12%	1
2024 Q4	–	Sell	-230,048	Closed	-$3.14M	–	26
2024 Q3	$3.14M	Sell	230,048 -3,847,412	-94%	-$51.8M	2.11%	11
2024 Q2	$52.6M	Sell	4,077,460 -1,473,375	-27%	-$17.2M	33.25%	1
2024 Q1	$66.2M	Sell	5,550,835 -4,783,191	-46%	-$48.8M	25.22%	2
2023 Q4	$86.1M	Buy	10,334,026 +3,456,555	+50%	+$27.9M	31.22%	1
2023 Q3	$49.9M	Buy	6,877,471 +2,249,534	+49%	+$16.8M	12.8%	3
2023 Q2	$36.5M	Sell	4,627,937 -1,909,729	-29%	-$11.7M	9.13%	3
2023 Q1	$20.1M	Buy	6,537,666 +1,713,715	+36%	+$7.64M	7.2%	7
2022 Q4	$19.6M	Buy	+4,823,951	New	+$21M	5.24%	5

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

Truxt Investmentos's NU Position: Q2 2026 in Review

Truxt Investmentos reduced its Nu Holdings (NU) stake by 11% in Q2 2026, selling an estimated $2.81M and leaving 1,633,453 shares worth $21.8M. The position accounts for 25.19% of the portfolio, ranked #1.

Truxt Investmentos first reported a position in NU in Q4 2022 and has held it in 11 quarters since. The position peaked at $86.1M in Q4 2023. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Truxt Investmentos held 1,633,453 shares of Nu Holdings worth $21.8M as of Q2 2026.
Truxt Investmentos sold 208,522 Nu Holdings shares in Q2 2026, an estimated $2.81M.
Nu Holdings made up 25.19% of Truxt Investmentos's portfolio in Q2 2026, its #1 holding.
Truxt Investmentos first reported a position in Nu Holdings in Q4 2022 and has held it in 11 quarters since.
Truxt Investmentos's Nu Holdings position peaked at $86.1M in Q4 2023.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Truxt Investmentos's 13F filing for Q2 2026, filed 27 Jul 2026.