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 $385.4 億；孤松資本、D1 資本等 6 位大師持有。
2022 年第 1 季 13F 持有人
Nu Holdings Ltd. 在 2022/3/31 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
- 135
- 較 2021 年第 4 季 +2 家
- 持有股數
- 23.3 億
- 較 2021 年第 4 季 +4,113 萬 (+1.8%)
- 總市值
- $179.8 億
- 較 2021 年第 4 季 −$34.3 億 (−16.0%)
- 新進機構
- 48
- 另有 33 家加碼
- 清倉機構
- 46
- 另有 35 家減碼
另有 1 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 | $385.4 億 |
| 2026 年第 1 季 | 905 | $412.8 億 |
| 2025 年第 4 季 | 874 | $481.3 億 |
| 2025 年第 3 季 | 802 | $442.7 億 |
| 2025 年第 2 季 | 784 | $378.5 億 |
| 2025 年第 1 季 | 733 | $288.1 億 |
| 2024 年第 4 季 | 711 | $300.9 億 |
| 2024 年第 3 季 | 652 | $411.2 億 |
| 2024 年第 2 季 | 608 | $361.8 億 |
| 2024 年第 1 季 | 574 | $318.5 億 |
| 2023 年第 4 季 | 497 | $218.4 億 |
| 2023 年第 3 季 | 403 | $186.0 億 |
| 2023 年第 2 季 | 351 | $202.0 億 |
| 2023 年第 1 季 | 301 | $117.3 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 |
2022 年第 1 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 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SC US (TTGP), Ltd. | 555,446,088 | $42.9 億 | 27.43% | 00.0% | 不變 |
| Galileo (PTC) Ltd | 415,539,300 | $32.1 億 | 57.70% | 00.0% | 不變 |
| Tiger Global Management LLC大師老虎環球 | 254,788,564 | $19.7 億 | 7.38% | −11,193,094−4.2% | 減碼 |
| Founders Fund V Management, LLC | 191,167,554 | $14.8 億 | 94.38% | 00.0% | 不變 |
| Dragoneer Investment Group, LLC | 153,629,478 | $11.9 億 | 15.13% | −1,405,698−0.9% | 減碼 |
| Redpoint Management, LLC | 84,782,550 | $6.55 億 | 64.35% | 00.0% | 不變 |
| Ribbit Capital GP III, Ltd. | 76,536,690 | $5.91 億 | 89.41% | 00.0% | 不變 |
| Technology Crossover Management X, Ltd. | 71,361,950 | $5.51 億 | 75.32% | 00.0% | 不變 |
| Advent International Corp | 49,022,360 | $3.78 億 | 2.32% | 00.0% | 不變 |
| Capital Research Global Investors | 49,252,241 | $3.68 億 | 0.09% | +4,519,651+10.1% | 加碼 |
| Scge Management, L.P. | 44,410,178 | $3.43 億 | 5.29% | 00.0% | 不變 |
| Morgan Stanley | 38,230,736 | $2.95 億 | 0.04% | +38,159,029+53,215.2% | 加碼 |
| Baillie Gifford & Co | 28,052,687 | $2.17 億 | 0.15% | +768,492+2.8% | 加碼 |
| Artisan Partners Limited Partnership | 26,100,700 | $2.01 億 | 0.27% | +8,718,047+50.2% | 加碼 |
| Whale Rock Capital Management LLC | 24,948,324 | $1.93 億 | 2.39% | −2,256,093−8.3% | 減碼 |
| Jennison Associates LLC | 23,039,338 | $1.78 億 | 0.13% | +12,544,783+119.5% | 加碼 |
| Thrive Capital Management, LLC | 22,332,900 | $1.72 億 | 23.28% | 00.0% | 不變 |
| Softbank Group Corp | 22,000,000 | $1.70 億 | 1.70% | 00.0% | 不變 |
| Wasatch Advisors Inc | 16,719,015 | $1.29 億 | 0.64% | +16,719,015 | 新進 |
| Sands Capital Management, LLC | 15,173,934 | $1.17 億 | 0.27% | +116,093+0.8% | 加碼 |
| Genesis Investment Management, LLP | 14,223,228 | $1.10 億 | 6.45% | +762,893+5.7% | 加碼 |
| Capital International Investors | 13,885,436 | $1.07 億 | 0.02% | +10,343,123+292.0% | 加碼 |
| Nikko Asset Management Americas, Inc. | 11,895,990 | $9,318 萬 | 0.68% | +11,895,990 | 新進 |
| Mawer Investment Management Ltd. | 10,390,193 | $8,021 萬 | 0.38% | −5,0320.0% | 減碼 |
| Absoluto Partners Gestao de Recursos Ltda | 9,825,935 | $7,586 萬 | 18.90% | +8,075,425+461.3% | 加碼 |
| Sands Capital Ventures, LLC | 9,136,835 | $7,054 萬 | 14.74% | 00.0% | 不變 |
| Bullfrog Capital GP, Ltd. | 8,819,028 | $6,808 萬 | 22.19% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 6,376,968 | $4,923 萬 | 0.00% | +1,368,921+27.3% | 加碼 |
| Invesco Ltd. | 6,341,269 | $4,895 萬 | 0.01% | −8,158,731−56.3% | 減碼 |
| Alta Park Capital, LP | 6,290,160 | $4,856 萬 | 6.02% | −1,000,000−13.7% | 減碼 |
| FMR LLC | 5,377,266 | $4,151 萬 | 0.00% | −122,734−2.2% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 4,494,127 | $3,470 萬 | 0.14% | +565,660+14.4% | 加碼 |
| Franklin Resources Inc | 4,291,638 | $3,313 萬 | 0.01% | −2,253,972−34.4% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 4,215,154 | $3,254 萬 | 5.22% | +4,215,154 | 新進 |
| SEI Investments Co | 4,140,475 | $3,196 萬 | 0.06% | +344,567+9.1% | 加碼 |
| BlackRock Inc. | 3,942,413 | $3,044 萬 | 0.00% | −1,543,016−28.1% | 減碼 |
| Canada Pension Plan Investment Board | 3,910,188 | $3,019 萬 | 0.04% | 00.0% | 不變 |
| Glynn Capital Management LLC | 3,339,807 | $2,578 萬 | 3.47% | +350,710+11.7% | 加碼 |
| Penserra Capital Management LLC | 2,430,959 | $1,877 萬 | 0.45% | −197,688−7.5% | 減碼 |
| Chubb Ltd | 2,250,000 | $1,737 萬 | 43.25% | +2,250,000 | 新進 |
| Steadfast Capital Management LP | 2,194,000 | $1,694 萬 | 0.36% | +2,194,000 | 新進 |
| BIT Capital GmbH | 2,037,611 | $1,573 萬 | 1.62% | +1,742,429+590.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 1,837,000 | $1,418 萬 | 0.03% | +725,277+65.2% | 加碼 |
| Balyasny Asset Management LLC | 1,691,795 | $1,306 萬 | 0.06% | +79,717+4.9% | 加碼 |
| First Trust Advisors LP | 1,641,837 | $1,268 萬 | 0.01% | +1,641,837 | 新進 |
| Dynamo Administracao de Recursos Ltda. | 1,616,600 | $1,248 萬 | 3.98% | −5,026−0.3% | 減碼 |
| JPMorgan Chase & Co | 1,483,049 | $1,145 萬 | 0.00% | −10,040,521−87.1% | 減碼 |
| Dynamo Internacional Gestao de Recursos Ltda. | 1,367,070 | $1,055 萬 | 1.23% | −11,304−0.8% | 減碼 |
| Pictet Asset Management SA | 1,240,246 | $957.5 萬 | 0.01% | −13,391−1.1% | 減碼 |
| UBS Group AG | 1,215,123 | $938.1 萬 | 0.00% | +1,203,176+10,070.9% | 加碼 |
| Bessemer Group Inc | 1,199,872 | $926.3 萬 | 0.02% | −8,180−0.7% | 減碼 |
| Banque Pictet & Cie SA | 1,040,000 | $802.9 萬 | 0.06% | +1,040,000 | 新進 |
| Dendur Capital LP | 1,000,000 | $772.0 萬 | 1.37% | −1,000,000−50.0% | 減碼 |
| Ghisallo Capital Management LLC | 1,000,000 | $772.0 萬 | 0.84% | 00.0% | 不變 |
| Emerging Variant Capital Management LP | 640,000 | $772.0 萬 | 5.31% | +640,000 | 新進 |
| Kayak Investment Partners LLC | 900,000 | $694.8 萬 | 6.14% | −236,536−20.8% | 減碼 |
| Citadel Advisors LLC | 848,882 | $655.3 萬 | 0.01% | +848,882 | 新進 |
| Old Well Partners, LLC | 830,400 | $641.1 萬 | 4.31% | +116,500+16.3% | 加碼 |
| Tudor Investment Corp Et Al | 751,299 | $580.0 萬 | 0.15% | −803−0.1% | 減碼 |
| Parametric Portfolio Associates LLC | 668,707 | $516.2 萬 | 0.00% | +658,278+6,312.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 543,631 | $419.7 萬 | 0.04% | +543,631 | 新進 |
| Norges Bank | 425,000 | $328.1 萬 | 0.00% | −205,732−32.6% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 422,048 | $325.8 萬 | 0.21% | +422,048 | 新進 |
| New York State Common Retirement Fund | 404,780 | $312.5 萬 | 0.00% | 00.0% | 不變 |
| Liberty Mutual Group Asset Management Inc. | 386,100 | $298.1 萬 | 0.11% | +386,100 | 新進 |
| Meridian Wealth Management, LLC | 300,750 | $232.2 萬 | 0.25% | +300,750 | 新進 |
| Baader Bank INC | 290,000 | $223.9 萬 | 0.18% | +290,000 | 新進 |
| Bank of America Corp | 287,200 | $221.7 萬 | 0.00% | +169,494+144.0% | 加碼 |
| Squarepoint Ops LLC | 278,000 | $214.6 萬 | 0.02% | 00.0% | 不變 |
| State Street Corp | 234,118 | $180.7 萬 | 0.00% | +234,118 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 200,000 | $155.6 萬 | 0.01% | +200,000 | 新進 |
| Goldman Sachs Group Inc | 200,029 | $154.4 萬 | 0.00% | −4,507,656−95.8% | 減碼 |
| Banco BTG Pactual S.A. | 195,914 | $151.2 萬 | 0.79% | +195,914 | 新進 |
| Ameriprise Financial Inc | 185,054 | $142.9 萬 | 0.00% | +185,054 | 新進 |
| Credit Suisse AG | 129,531 | $100.0 萬 | 0.00% | +129,531 | 新進 |
| Parkwood LLC | 121,110 | $93.5 萬 | 0.16% | +121,110 | 新進 |
| Exchange Traded Concepts, LLC | 117,993 | $91.1 萬 | 0.02% | +117,993 | 新進 |
| Natixis Advisors, L.P. | 110,253 | $85.1 萬 | 0.00% | −84,939−43.5% | 減碼 |
| Point72 Hong Kong Ltd | 105,902 | $81.8 萬 | 0.08% | −68,834−39.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 101,083 | $78.0 萬 | 0.01% | −37,304−27.0% | 減碼 |
| Flossbach Von Storch AG | 100,000 | $77.2 萬 | 0.00% | −50,000−33.3% | 減碼 |
| Kirkoswald Asset Management LLC | 100,000 | $77.2 萬 | 100.00% | 00.0% | 不變 |
| Renaissance Capital LLC | 97,077 | $74.9 萬 | 0.32% | +97,077 | 新進 |
| Envestnet Asset Management Inc | 71,502 | $55.2 萬 | 0.00% | −350,337−83.0% | 減碼 |
| Avestar Capital, LLC | 68,427 | $52.8 萬 | 0.10% | +68,427 | 新進 |
| Raymond James & Associates | 66,126 | $51.0 萬 | 0.00% | +6,422+10.8% | 加碼 |
| CAPROCK Group, Inc. | 64,524 | $49.8 萬 | 0.05% | +64,524 | 新進 |
| Frank, Rimerman Advisors LLC | 63,524 | $49.0 萬 | 0.16% | +48,317+317.7% | 加碼 |
| Susquehanna International Group, LLP | 59,612 | $46.0 萬 | 0.00% | −66,764−52.8% | 減碼 |
| Millennium Management LLC | 56,445 | $43.6 萬 | 0.00% | −871,018−93.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 53,820 | $41.5 萬 | 0.00% | +35,707+197.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 51,653 | $39.9 萬 | 0.00% | +20,842+67.6% | 加碼 |
| Commonwealth Equity Services, LLC | 45,999 | $35.5 萬 | 0.00% | +18,789+69.1% | 加碼 |
| Virtu Financial LLC | 38,145 | $29.4 萬 | 0.02% | +23,351+157.8% | 加碼 |
| Wells Fargo & Company | 36,079 | $27.8 萬 | 0.00% | +34,279+1,904.4% | 加碼 |
| HighTower Advisors, LLC | 33,830 | $26.5 萬 | 0.00% | +33,830 | 新進 |
| Pekin Hardy Strauss, Inc. | 28,000 | $21.6 萬 | 0.03% | +5,000+21.7% | 加碼 |
| Renaissance Technologies LLC | 27,700 | $21.4 萬 | 0.00% | +27,700 | 新進 |
| Jane Street Group, LLC | 26,410 | $20.4 萬 | 0.00% | −226,417−89.6% | 減碼 |
| Wolverine Trading, LLC | 25,364 | $20.4 萬 | 0.01% | +25,364 | 新進 |