WCM Investment Management’s Nu Holdings NU Stock Holding History

WCM Investment 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	$977M	Buy	74,446,402 +1,609,207	+2%	+$21.7M	1.77%	19
2026 Q1	$984M	Sell	72,837,195 -1,101,400	-1%	-$17.9M	2.25%	16
2025 Q4	$1.25B	Sell	73,938,595 -540,103	-0.7%	-$8.68M	2.57%	12
2025 Q3	$1.19B	Buy	74,478,698 +659,526	+0.9%	+$9.2M	2.47%	14
2025 Q2	$978M	Sell	73,819,172 -3,163,297	-4%	-$37.9M	2.23%	18
2025 Q1	$797M	Sell	76,982,469 -1,168,882	-1%	-$13.8M	2.05%	18
2024 Q4	$832M	Sell	78,151,351 -21,880,446	-22%	-$291M	1.96%	20
2024 Q3	$1.39B	Sell	100,031,797 -470,527	-0.5%	-$6.33M	3.14%	9
2024 Q2	$1.3B	Buy	100,502,324 +536,697	+0.5%	+$6.25M	3.07%	9
2024 Q1	$1.19B	Buy	99,965,627 +92,015,719	+1,157%	+$940M	2.83%	11
2023 Q4	$66.5M	Buy	+7,949,908	New	+$64.2M	0.18%	47
2022 Q1	–	Sell	-12,175,243	Closed	-$114M	–	213
2021 Q4	$114M	Buy	+12,175,243	New	+$120M	0.26%	39

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

WCM Investment Management's NU Position: Q2 2026 in Review

WCM Investment Management increased its Nu Holdings (NU) stake by 2.2% in Q2 2026, buying an estimated $21.7M and bringing the position to 74,446,402 shares worth $977M. The position accounts for 1.77% of the portfolio, ranked #19.

WCM Investment Management first reported a position in NU in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.39B in Q3 2024. 856 funds tracked by Wall St. Rank hold NU as of Q2 2026.

WCM Investment Management held 74,446,402 shares of Nu Holdings worth $977M as of Q2 2026.
WCM Investment Management bought 1,609,207 Nu Holdings shares in Q2 2026, an estimated $21.7M.
Nu Holdings made up 1.77% of WCM Investment Management's portfolio in Q2 2026, its #19 holding.
WCM Investment Management first reported a position in Nu Holdings in Q4 2021 and has held it in 12 quarters since.
WCM Investment Management's Nu Holdings position peaked at $1.39B in Q3 2024.
856 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.