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
2024 Q4	–	Sell	-2,761	Closed	-$295K	–	27
2024 Q3	$295K	Buy	+2,761	New	+$37.1K	0.2%	21
2024 Q2	–	Sell	-15,450	Closed	-$1.34M	–	17
2024 Q1	$1.34M	Sell	15,450 -15,350	-50%	-$157K	0.51%	9
2023 Q4	$801K	Buy	+30,800	New	+$249K	0.29%	7
2023 Q3	–	Sell	-20,000	Closed	-$514K	–	25
2023 Q2	$514K	Buy	+20,000	New	+$123K	0.13%	14

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Truxt Investmentos's NU Position: Q1 2026 in Review

Truxt Investmentos opened a new position in Nu Holdings (NU) in Q1 2026: 1,841,975 shares worth $26.5M. The stake represents 17% of the portfolio and ranks #2 among its holdings. This is a return to the name: Truxt Investmentos previously reported a position in NU as recently as Q3 2025.

Truxt Investmentos first reported a position in NU in Q4 2022 and has held it in 10 quarters since. The position peaked at $86.1M in Q4 2023. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Truxt Investmentos held 1,841,975 shares of Nu Holdings worth $26.5M as of Q1 2026.
Nu Holdings was a new Truxt Investmentos position in Q1 2026.
Nu Holdings made up 17% of Truxt Investmentos's portfolio in Q1 2026, its #2 holding.
Truxt Investmentos first reported a position in Nu Holdings in Q4 2022 and has held it in 10 quarters since.
Truxt Investmentos's Nu Holdings position peaked at $86.1M in Q4 2023.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Truxt Investmentos's 13F filing for Q1 2026, filed 5 May 2026.