TwinBeech Capital’s Nu Holdings NU Stock Holding History

TwinBeech Capital’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 Q4	–	Sell	-573,555	Closed	-$9.18M	–	777
2025 Q3	$9.18M	Buy	573,555 +254,290	+80%	+$3.55M	0.36%	85
2025 Q2	$4.38M	Buy	+319,265	New	+$3.82M	0.1%	221
2024 Q4	–	Sell	-313,508	Closed	-$4.28M	–	834
2024 Q3	$4.28M	Buy	+313,508	New	+$4.22M	0.08%	282
2023 Q2	–	Sell	-12,525	Closed	-$59.6K	–	778
2023 Q1	$59.6K	Buy	+12,525	New	+$55.8K	﹤0.01%	573

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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TwinBeech Capital's NU Position: Q4 2025 in Review

TwinBeech Capital sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 573,555 shares — an estimated $9.18M sold.

TwinBeech Capital first reported a position in NU in Q1 2023 and held it in 4 quarters. The position peaked at $9.18M in Q3 2025. 870 funds tracked by Wall St. Rank hold NU as of Q4 2025.

TwinBeech Capital reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 573,555 Nu Holdings shares in Q4 2025, an estimated $9.18M.
TwinBeech Capital first reported a position in Nu Holdings in Q1 2023 and held it in 4 quarters.
TwinBeech Capital's Nu Holdings position peaked at $9.18M in Q3 2025.
870 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.