VPI
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VELT Partners Investimentos’s Nu Holdings NU Stock Holding History

VELT Partners Investimentos’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
2023
Q3 		$4.34M Sell
598,500
-41,600
-6% -$311K 8.5% 3
2023
Q2 		$5.05M Buy
+640,100
New +$3.93M 12.68% 2
2022
Q1 		– Sell
-424,200
Closed -$3.98M – 6
2021
Q4 		$3.98M Buy
+424,200
New +$4.16M 3.56% 5

Other funds holding NU

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VELT Partners Investimentos's NU Position: Q3 2023 in Review

VELT Partners Investimentos reduced its Nu Holdings (NU) stake by 6.5% in Q3 2023, selling an estimated $311K and leaving 598,500 shares worth $4.34M. The position accounts for 8.5% of the portfolio, ranked #3.

VELT Partners Investimentos first reported a position in NU in Q4 2021 and has held it in 3 quarters since. The position peaked at $5.05M in Q2 2023. 403 funds tracked by Wall St. Rank hold NU as of Q3 2023.

  • VELT Partners Investimentos held 598,500 shares of Nu Holdings worth $4.34M as of Q3 2023.
  • VELT Partners Investimentos sold 41,600 Nu Holdings shares in Q3 2023, an estimated $311K.
  • Nu Holdings made up 8.5% of VELT Partners Investimentos's portfolio in Q3 2023, its #3 holding.
  • VELT Partners Investimentos first reported a position in Nu Holdings in Q4 2021 and has held it in 3 quarters since.
  • VELT Partners Investimentos's Nu Holdings position peaked at $5.05M in Q2 2023.
  • 403 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2023.

Based on VELT Partners Investimentos's 13F filing for Q3 2023, filed 9 Nov 2023.