Nu Holdings Ltd.
NU- 交易所
- NYSE
- 產業
- Finance Services
- SEC CIK
- 0001691493
近 90 天,Nu Holdings Ltd. 內部人申報 0 筆公開市場買進、3 筆賣出;2026 年第 2 季末有 860 家機構在 13F 申報持有,市值合計 $387.8 億;孤松資本、D1 資本等 6 位大師持有。
2026 年第 2 季 13F 持有人
Nu Holdings Ltd. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 860
- 較 2026 年第 1 季 −34 家
- 持有股數
- 29.1 億
- 較 2026 年第 1 季 +3,280 萬 (+1.1%)
- 總市值
- $387.8 億
- 較 2026 年第 1 季 −$25.6 億 (−6.2%)
- 新進機構
- 102
- 另有 338 家加碼
- 清倉機構
- 136
- 另有 311 家減碼
另有 11 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 NU 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 860 | $387.8 億 |
| 2026 年第 1 季 | 905 | $413.7 億 |
| 2025 年第 4 季 | 874 | $481.9 億 |
| 2025 年第 3 季 | 802 | $459.2 億 |
| 2025 年第 2 季 | 784 | $378.9 億 |
| 2025 年第 1 季 | 733 | $289.8 億 |
| 2024 年第 4 季 | 711 | $302.8 億 |
| 2024 年第 3 季 | 652 | $430.5 億 |
| 2024 年第 2 季 | 608 | $380.6 億 |
| 2024 年第 1 季 | 574 | $345.6 億 |
| 2023 年第 4 季 | 497 | $231.8 億 |
| 2023 年第 3 季 | 403 | $187.7 億 |
| 2023 年第 2 季 | 351 | $201.8 億 |
| 2023 年第 1 季 | 301 | $118.2 億 |
| 2022 年第 4 季 | 264 | $99.3 億 |
| 2022 年第 3 季 | 252 | $97.1 億 |
| 2022 年第 2 季 | 202 | $84.8 億 |
| 2022 年第 1 季 | 135 | $179.8 億 |
| 2021 年第 4 季 | 134 | $214.1 億 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 2 季持有機構
每家機構持有 Nu Holdings Ltd. 的股數、市值與佔組合比重;股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 355,012,573 | $47.4 億 | 0.07% | +15,104,548+4.4% | 加碼 |
| Baillie Gifford & Co | 229,930,331 | $30.7 億 | 2.79% | −16,634,123−6.7% | 減碼 |
| Capital Research Global Investors | 142,761,832 | $19.1 億 | 0.27% | +14,300,365+11.1% | 加碼 |
| Morgan Stanley | 117,966,561 | $15.8 億 | 0.08% | −23,661,822−16.7% | 減碼 |
| JPMorgan Chase & Co | 99,956,959 | $13.1 億 | 0.08% | +8,560,238+9.4% | 加碼 |
| State Street Corp | 96,805,622 | $12.9 億 | 0.04% | +3,781,999+4.1% | 加碼 |
| FMR LLC | 75,611,219 | $10.1 億 | 0.04% | +2,391,731+3.3% | 加碼 |
| WCM Investment Management, LLC | 74,446,402 | $9.77 億 | 1.77% | +1,609,207+2.2% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 47,219,717 | $6.31 億 | 3.86% | +9,208,492+24.2% | 加碼 |
| Norges Bank | 46,287,265 | $6.18 億 | 0.06% | +46,287,265 | 新進 |
| D1 Capital Partners L.P.大師D1 資本 | 44,418,543 | $5.93 億 | 1.71% | +18,527,842+71.6% | 加碼 |
| Technology Crossover Management X, Ltd. | 42,574,870 | $5.69 億 | 71.53% | 00.0% | 不變 |
| Bank of America Corp | 40,300,489 | $5.38 億 | 0.03% | −5,666,443−12.3% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 39,032,382 | $5.21 億 | 34.20% | +6,387,644+19.6% | 加碼 |
| Ribbit Management Company, LLC | 38,993,253 | $5.21 億 | 25.38% | +9,511,613+32.3% | 加碼 |
| Larch Capital Partners LLC | 35,783,303 | $4.78 億 | 68.34% | +27,206+0.1% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 35,552,101 | $4.75 億 | 4.29% | +13,107,790+58.4% | 加碼 |
| Assenagon Asset Management S.A. | 33,717,046 | $4.50 億 | 0.29% | +1,181,955+3.6% | 加碼 |
| Legal & General Group Plc | 32,384,447 | $4.33 億 | 0.09% | +2,224,658+7.4% | 加碼 |
| Goldman Sachs Group Inc | 30,378,285 | $4.06 億 | 0.04% | −3,357,140−10.0% | 減碼 |
| Geode Capital Management, LLC | 30,198,550 | $4.01 億 | 0.02% | +2,415,314+8.7% | 加碼 |
| Price T Rowe Associates Inc | 29,338,410 | $3.92 億 | 0.04% | −14,379,789−32.9% | 減碼 |
| Coatue Management LLC大師Coatue | 29,333,576 | $3.92 億 | 0.81% | 00.0% | 不變 |
| Northern Trust Corp | 29,078,696 | $3.88 億 | 0.05% | +1,937,548+7.1% | 加碼 |
| FIL Ltd | 28,732,119 | $3.84 億 | 0.28% | +4,842,154+20.3% | 加碼 |
| Coronation Fund Managers Ltd. | 25,930,925 | $3.46 億 | 13.23% | +7,957,376+44.3% | 加碼 |
| Squadra Investments - Gestao de Recursos Ltda. | 24,533,236 | $3.28 億 | 45.85% | +2,220,735+10.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 24,231,936 | $3.24 億 | 0.14% | +9,429,545+63.7% | 加碼 |
| Atmos Capital Gestao de Recursos Ltda. | 23,637,075 | $3.16 億 | 39.65% | +5,617,462+31.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 18,961,365 | $2.53 億 | 0.14% | −18,164−0.1% | 減碼 |
| Softbank Group Corp | 17,842,116 | $2.38 億 | 1.31% | 00.0% | 不變 |
| Amundi | 17,668,141 | $2.36 億 | 0.06% | +4,455,806+33.7% | 加碼 |
| Aspex Management (HK) Ltd | 16,289,511 | $2.18 億 | 2.45% | +16,289,511 | 新進 |
| Itau Unibanco Holding S.A. | 14,867,176 | $1.97 億 | 3.87% | +14,787,434+18,544.1% | 加碼 |
| a16z Perennial Management, L.P. | 14,444,100 | $1.93 億 | 15.61% | +585,800+4.2% | 加碼 |
| Bank of Nova Scotia | 14,419,060 | $1.93 億 | 0.29% | −1,692,556−10.5% | 減碼 |
| Ninety One UK Ltd | 14,146,892 | $1.89 億 | 0.42% | +5,917,589+71.9% | 加碼 |
| Canada Pension Plan Investment Board | 14,116,561 | $1.89 億 | 0.10% | −7,132,850−33.6% | 減碼 |
| Palestra Capital Management LLC | 14,036,736 | $1.88 億 | 6.36% | +2,914,333+26.2% | 加碼 |
| Nuveen, LLC | 13,777,687 | $1.84 億 | 0.04% | +1,053,438+8.3% | 加碼 |
| Artisan Partners Limited Partnership | 12,687,151 | $1.70 億 | 0.28% | +3,351,220+35.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 12,678,963 | $1.69 億 | 0.37% | +2,795,144+28.3% | 加碼 |
| Manning & Napier Advisors LLC | 12,630,867 | $1.69 億 | 2.16% | +1,963,631+18.4% | 加碼 |
| Sands Capital Management, LLC | 12,475,806 | $1.67 億 | 0.62% | −21,866,415−63.7% | 減碼 |
| Citigroup Inc | 12,385,567 | $1.65 億 | 0.08% | +750,016+6.4% | 加碼 |
| Vanguard Asset Management, Ltd | 12,009,118 | $1.60 億 | 0.11% | +1,198,066+11.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 11,835,541 | $1.58 億 | 0.19% | −2,134,813−15.3% | 減碼 |
| Susquehanna International Group, LLP | 11,298,661 | $1.51 億 | 0.13% | +6,770,229+149.5% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 11,032,555 | $1.47 億 | 0.61% | 00.0% | 不變 |
| UBS Group AG | 10,980,000 | $1.47 億 | 0.02% | +5,116,441+87.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 10,819,790 | $1.45 億 | 0.52% | −414,709−3.7% | 減碼 |
| Washington University | 10,566,927 | $1.41 億 | 53.31% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 10,256,465 | $1.39 億 | 0.04% | +10,256,465 | 新進 |
| Vanguard Portfolio Management LLC | 10,247,580 | $1.37 億 | 0.01% | +219,471+2.2% | 加碼 |
| Fisher Asset Management, LLC | 10,008,815 | $1.34 億 | 0.04% | −413,856−4.0% | 減碼 |
| Orbis Allan Gray Ltd | 9,988,142 | $1.33 億 | 0.46% | +4,505,575+82.2% | 加碼 |
| Barclays PLC | 9,918,501 | $1.33 億 | 0.04% | +278,330+2.9% | 加碼 |
| Ameriprise Financial Inc | 9,316,805 | $1.24 億 | 0.03% | −11,051,009−54.3% | 減碼 |
| Wasatch Advisors Inc | 9,273,997 | $1.24 億 | 0.81% | −777,559−7.7% | 減碼 |
| Marshall Wace, LLP | 9,100,321 | $1.22 億 | 0.10% | −1,057,871−10.4% | 減碼 |
| Aquamarine Financial (Cayman) Ltd | 8,977,636 | $1.20 億 | 6.62% | +7,977,636+797.8% | 加碼 |
| Foxhaven Asset Management, LP | 8,715,386 | $1.16 億 | 3.12% | +620,300+7.7% | 加碼 |
| Standard Life Aberdeen plc | 8,588,364 | $1.15 億 | 0.16% | −4,603,841−34.9% | 減碼 |
| Bank of New York Mellon Corp | 8,403,366 | $1.12 億 | 0.02% | +392,293+4.9% | 加碼 |
| Driehaus Capital Management LLC | 8,314,486 | $1.11 億 | 0.64% | +1,026,204+14.1% | 加碼 |
| Advent International Corp | 8,204,793 | $1.10 億 | 0.62% | +912,000+12.5% | 加碼 |
| HSBC Holdings PLC | 8,095,233 | $1.08 億 | 0.05% | +312,475+4.0% | 加碼 |
| SurgoCap Partners LP | 8,000,728 | $1.07 億 | 3.46% | −1,865,332−18.9% | 減碼 |
| PBCay One RSC Ltd | 7,934,798 | $1.06 億 | 6.32% | +7,395,668+1,371.8% | 加碼 |
| Spear Holdings RSC Ltd | 7,934,797 | $1.06 億 | 6.32% | +7,395,667+1,371.8% | 加碼 |
| Polar Capital Holdings Plc | 7,703,636 | $1.03 億 | 0.29% | −562,541−6.8% | 減碼 |
| William Blair Investment Management, LLC | 7,596,051 | $1.01 億 | 0.31% | −4,671,549−38.1% | 減碼 |
| Kora Management LP | 7,265,000 | $9,706 萬 | 11.51% | 00.0% | 不變 |
| Mawer Investment Management Ltd. | 7,155,847 | $9,560 萬 | 0.65% | −547,729−7.1% | 減碼 |
| SEI Investments Co | 7,150,182 | $9,553 萬 | 0.08% | −2,186,495−23.4% | 減碼 |
| Sands Capital Ventures, LLC | 7,094,952 | $9,479 萬 | 15.45% | +557,183+8.5% | 加碼 |
| Perpetual Ltd | 7,094,372 | $9,478 萬 | 1.35% | +1,079,402+17.9% | 加碼 |
| Holocene Advisors, LP | 7,052,718 | $9,422 萬 | 0.22% | +1,596,944+29.3% | 加碼 |
| Nwi Management LP | 7,039,000 | $9,404 萬 | 6.01% | −5,363,800−43.2% | 減碼 |
| Swiss National Bank | 7,028,013 | $9,389 萬 | 0.05% | +469,500+7.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 6,766,542 | $9,040 萬 | 0.05% | −60,697−0.9% | 減碼 |
| Sharp Capital Gestora de Recursos Ltda. | 6,714,484 | $8,971 萬 | 62.26% | +65,884+1.0% | 加碼 |
| California Public Employees Retirement System | 6,654,957 | $8,891 萬 | 0.05% | +645,319+10.7% | 加碼 |
| Russell Investments Group, Ltd. | 6,535,332 | $8,722 萬 | 0.08% | −1,418,147−17.8% | 減碼 |
| USS Investment Management Ltd | 6,448,677 | $8,619 萬 | 0.31% | −405,468−5.9% | 減碼 |
| Dynamo Internacional Gestao de Recursos Ltda. | 6,419,224 | $8,576 萬 | 36.33% | +902,099+16.4% | 加碼 |
| Capital World Investors | 6,087,429 | $8,133 萬 | 0.01% | −46,705−0.8% | 減碼 |
| Invesco Ltd. | 5,771,785 | $7,711 萬 | 0.01% | −1,464,030−20.2% | 減碼 |
| Absoluto Partners Gestao de Recursos Ltda | 5,633,566 | $7,526 萬 | 87.94% | +1,387,640+32.7% | 加碼 |
| Bamco Inc | 5,597,914 | $7,479 萬 | 0.11% | +2,068,263+58.6% | 加碼 |
| Wellington Management Group LLP | 5,432,803 | $7,258 萬 | 0.01% | +1,175,269+27.6% | 加碼 |
| Capital International Investors | 5,422,624 | $7,245 萬 | 0.01% | −1,888,218−25.8% | 減碼 |
| Danske Bank A/S | 5,401,876 | $7,217 萬 | 0.14% | +83,814+1.6% | 加碼 |
| American Century Companies Inc | 5,235,175 | $6,994 萬 | 0.03% | −2,714,785−34.1% | 減碼 |
| SG Americas Securities, LLC | 5,022,698 | $6,710 萬 | 0.04% | −2,941,893−36.9% | 減碼 |
| C WorldWide Group Holding A/S | 4,973,457 | $6,645 萬 | 1.60% | +4,587,432+1,188.4% | 加碼 |
| Dragoneer Investment Group, LLC | 4,954,299 | $6,619 萬 | 2.34% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,936,530 | $6,595 萬 | 0.04% | +770,671+18.5% | 加碼 |
| Pictet Asset Management Holding SA | 4,900,947 | $6,547 萬 | 0.06% | +405,379+9.0% | 加碼 |
| Clearbridge Investments, LLC | 4,855,606 | $6,487 萬 | 0.05% | +447,492+10.2% | 加碼 |