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 2 季 13F 持有人
Nu Holdings Ltd. 在 2022/6/30 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
- 202
- 較 2022 年第 1 季 +68 家
- 持有股數
- 22.7 億
- 較 2022 年第 1 季 −6,223 萬 (−2.7%)
- 總市值
- $84.8 億
- 較 2022 年第 1 季 −$94.9 億 (−52.8%)
- 新進機構
- 91
- 另有 65 家加碼
- 清倉機構
- 23
- 另有 23 家減碼
另有 1 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 | $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 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SC US (TTGP), Ltd. | 555,446,088 | $20.8 億 | 24.24% | 00.0% | 不變 |
| Galileo (PTC) Ltd | 415,539,300 | $15.5 億 | 53.60% | 00.0% | 不變 |
| Tiger Global Management LLC大師老虎環球 | 203,013,206 | $7.59 億 | 6.37% | −51,775,358−20.3% | 減碼 |
| Redpoint Management, LLC | 84,782,550 | $3.17 億 | 56.70% | 00.0% | 不變 |
| Technology Crossover Management X, Ltd. | 71,361,950 | $2.67 億 | 74.45% | 00.0% | 不變 |
| Capital Research Global Investors | 65,857,366 | $2.46 億 | 0.08% | +16,605,125+33.7% | 加碼 |
| Artisan Partners Limited Partnership | 65,597,878 | $2.45 億 | 0.42% | +39,497,178+151.3% | 加碼 |
| Jennison Associates LLC | 54,097,749 | $2.02 億 | 0.20% | +31,058,411+134.8% | 加碼 |
| JPMorgan Chase & Co | 51,689,338 | $1.93 億 | 0.03% | +50,206,289+3,385.3% | 加碼 |
| Ribbit Capital GP III, Ltd. | 51,024,460 | $1.91 億 | 83.60% | −25,512,230−33.3% | 減碼 |
| Advent International Corp | 49,022,360 | $1.83 億 | 1.28% | 00.0% | 不變 |
| Morgan Stanley | 47,080,352 | $1.76 億 | 0.02% | +8,849,616+23.1% | 加碼 |
| Scge Management, L.P. | 33,591,150 | $1.26 億 | 3.61% | −10,819,028−24.4% | 減碼 |
| Invesco Ltd. | 33,460,267 | $1.25 億 | 0.04% | +27,118,998+427.7% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 32,347,459 | $1.21 億 | 15.06% | +28,132,305+667.4% | 加碼 |
| Baillie Gifford & Co | 29,602,357 | $1.11 億 | 0.11% | +1,549,670+5.5% | 加碼 |
| Dragoneer Investment Group, LLC | 28,142,906 | $1.05 億 | 2.69% | −125,486,572−81.7% | 減碼 |
| Price T Rowe Associates Inc | 27,819,074 | $1.04 億 | 0.01% | +21,442,106+336.2% | 加碼 |
| Wasatch Advisors Inc | 25,971,580 | $9,713 萬 | 0.61% | +9,252,565+55.3% | 加碼 |
| Whale Rock Capital Management LLC | 24,999,620 | $9,350 萬 | 2.78% | +51,296+0.2% | 加碼 |
| Thrive Capital Management, LLC | 22,332,900 | $8,353 萬 | 24.40% | 00.0% | 不變 |
| Softbank Group Corp | 22,000,000 | $8,228 萬 | 1.05% | 00.0% | 不變 |
| Sands Capital Management, LLC | 21,012,739 | $7,859 萬 | 0.27% | +5,838,805+38.5% | 加碼 |
| Genesis Investment Management, LLP | 15,990,165 | $5,980 萬 | 5.40% | +1,766,937+12.4% | 加碼 |
| Capital International Investors | 14,894,246 | $5,570 萬 | 0.02% | +1,008,810+7.3% | 加碼 |
| Washington University | 13,938,154 | $5,213 萬 | 19.33% | +13,938,154 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 13,858,354 | $5,183 萬 | 0.04% | +13,858,354 | 新進 |
| Nikko Asset Management Americas, Inc. | 13,858,354 | $5,155 萬 | 0.64% | +1,962,364+16.5% | 加碼 |
| Absoluto Partners Gestao de Recursos Ltda | 10,732,149 | $4,014 萬 | 16.45% | +906,214+9.2% | 加碼 |
| GCM Grosvenor Holdings, LLC | 9,976,703 | $3,731 萬 | 8.44% | +9,976,703 | 新進 |
| SEI Investments Co | 9,986,285 | $3,730 萬 | 0.08% | +5,845,810+141.2% | 加碼 |
| BIT Capital GmbH | 9,230,929 | $3,452 萬 | 5.07% | +7,193,318+353.0% | 加碼 |
| Sands Capital Ventures, LLC | 9,136,835 | $3,417 萬 | 9.38% | 00.0% | 不變 |
| Bullfrog Capital GP, Ltd. | 8,819,028 | $3,298 萬 | 20.01% | 00.0% | 不變 |
| Alta Park Capital, LP | 6,290,160 | $2,353 萬 | 5.33% | 00.0% | 不變 |
| Citadel Advisors LLC | 6,108,431 | $2,285 萬 | 0.03% | +5,259,549+619.6% | 加碼 |
| Ameriprise Financial Inc | 6,088,768 | $2,279 萬 | 0.01% | +5,903,714+3,190.3% | 加碼 |
| Invus Financial Advisors, LLC | 5,582,950 | $2,088 萬 | 12.61% | +5,582,950 | 新進 |
| FMR LLC | 5,376,166 | $2,011 萬 | 0.00% | −1,1000.0% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 4,891,686 | $1,864 萬 | 0.11% | +397,559+8.8% | 加碼 |
| Dynamo Administracao de Recursos Ltda. | 4,747,708 | $1,776 萬 | 7.85% | +3,131,108+193.7% | 加碼 |
| Coronation Fund Managers Ltd. | 4,630,916 | $1,732 萬 | 0.96% | +4,630,916 | 新進 |
| Franklin Resources Inc | 4,291,638 | $1,605 萬 | 0.01% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 3,997,210 | $1,591 萬 | 2.26% | +3,997,210 | 新進 |
| Kora Management LP | 4,150,000 | $1,552 萬 | 5.12% | +4,150,000 | 新進 |
| BlackRock Inc. | 4,008,458 | $1,499 萬 | 0.00% | +66,045+1.7% | 加碼 |
| Canada Pension Plan Investment Board | 3,910,188 | $1,462 萬 | 0.02% | 00.0% | 不變 |
| Dynamo Internacional Gestao de Recursos Ltda. | 3,862,541 | $1,445 萬 | 2.27% | +2,495,471+182.5% | 加碼 |
| Balyasny Asset Management LLC | 3,667,225 | $1,372 萬 | 0.06% | +1,975,430+116.8% | 加碼 |
| Glynn Capital Management LLC | 3,655,420 | $1,367 萬 | 2.84% | +315,613+9.5% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 3,170,000 | $1,186 萬 | 0.03% | +1,333,000+72.6% | 加碼 |
| Schusterman Interests, LLC | 2,986,703 | $1,117 萬 | 11.80% | +2,986,703 | 新進 |
| Wellington Management Group LLP | 2,937,946 | $1,099 萬 | 0.00% | +2,937,946 | 新進 |
| Chubb Ltd | 2,250,000 | $841.5 萬 | 33.94% | 00.0% | 不變 |
| Baader Bank INC | 1,740,000 | $650.8 萬 | 0.65% | +1,450,000+500.0% | 加碼 |
| Bessemer Group Inc | 1,654,345 | $618.7 萬 | 0.02% | +454,473+37.9% | 加碼 |
| Parkwood LLC | 1,544,125 | $577.5 萬 | 1.15% | +1,423,015+1,175.0% | 加碼 |
| Temasek Holdings (Private) Ltd | 1,442,994 | $539.7 萬 | 0.03% | +1,442,994 | 新進 |
| Blue Owl Capital Holdings LP | 1,397,686 | $522.7 萬 | 2.57% | +1,397,686 | 新進 |
| D. E. Shaw & Co., Inc. | 1,359,844 | $508.6 萬 | 0.01% | +1,359,844 | 新進 |
| Prince Street Capital Management LLC | 1,300,000 | $486.2 萬 | 12.03% | +1,300,000 | 新進 |
| Pictet Asset Management SA | 1,222,981 | $457.4 萬 | 0.01% | −17,265−1.4% | 減碼 |
| UBS Group AG | 1,220,406 | $456.4 萬 | 0.00% | +5,283+0.4% | 加碼 |
| Old Well Partners, LLC | 1,165,000 | $435.7 萬 | 3.49% | +334,600+40.3% | 加碼 |
| Goldman Sachs Group Inc | 1,050,572 | $392.9 萬 | 0.00% | +850,543+425.2% | 加碼 |
| Penserra Capital Management LLC | 1,016,095 | $379.9 萬 | 0.10% | −1,414,864−58.2% | 減碼 |
| Kayak Investment Partners LLC | 945,000 | $353.4 萬 | 6.73% | +45,000+5.0% | 加碼 |
| New York State Common Retirement Fund | 941,756 | $352.2 萬 | 0.00% | +536,976+132.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 874,836 | $327.2 萬 | 0.03% | +331,205+60.9% | 加碼 |
| Russell Investments Group, Ltd. | 855,611 | $319.9 萬 | 0.01% | +855,611 | 新進 |
| Weiss Asset Management LP | 810,000 | $302.9 萬 | 0.08% | +810,000 | 新進 |
| Verde Servicos Internacionais S.A. | 782,034 | $292.5 萬 | 0.77% | +782,034 | 新進 |
| State Street Corp | 764,425 | $285.9 萬 | 0.00% | +530,307+226.5% | 加碼 |
| Tudor Investment Corp Et Al | 758,383 | $283.6 萬 | 0.08% | +7,084+0.9% | 加碼 |
| Toroso Investments, LLC | 680,608 | $254.5 萬 | 0.09% | +680,608 | 新進 |
| Atmos Capital Gestao de Recursos Ltda. | 656,812 | $245.6 萬 | 0.37% | +656,812 | 新進 |
| SRN Advisors, LLC | 609,471 | $227.9 萬 | 1.59% | +609,471 | 新進 |
| Hillman Co | 426,870 | $159.7 萬 | 0.78% | +426,870 | 新進 |
| Norges Bank | 425,000 | $158.9 萬 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 408,115 | $152.6 萬 | 0.07% | +408,115 | 新進 |
| PDT Partners, LLC | 401,290 | $150.1 萬 | 0.13% | +401,290 | 新進 |
| Northwest & Ethical Investments L.P. | 313,858 | $117.4 萬 | 0.04% | +313,858 | 新進 |
| Credit Suisse AG | 305,396 | $114.2 萬 | 0.00% | +175,865+135.8% | 加碼 |
| Meridian Wealth Management, LLC | 300,750 | $112.5 萬 | 0.09% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 267,188 | $99.9 萬 | 0.00% | +267,188 | 新進 |
| Transcend Wealth Collective, LLC | 259,525 | $97.1 萬 | 0.10% | +259,525 | 新進 |
| Abacus Wealth Partners, LLC | 251,940 | $94.2 萬 | 0.49% | +251,940 | 新進 |
| Bank of America Corp | 251,620 | $94.1 萬 | 0.00% | −35,580−12.4% | 減碼 |
| Vetamer Capital Management, L.P. | 251,195 | $93.9 萬 | 0.83% | +251,195 | 新進 |
| Flossbach Von Storch AG | 250,000 | $93.5 萬 | 0.00% | +150,000+150.0% | 加碼 |
| Sharp Capital Gestora de Recursos Ltda. | 222,306 | $83.1 萬 | 0.50% | +222,306 | 新進 |
| Comprehensive Financial Management LLC | 204,353 | $76.4 萬 | 0.02% | +204,353 | 新進 |
| Hamilton Lane Advisors LLC | 200,211 | $74.9 萬 | 0.29% | +200,211 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 200,000 | $74.8 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 196,246 | $73.4 萬 | 0.01% | +196,246 | 新進 |
| J. Goldman & Co LP | 183,443 | $68.6 萬 | 0.05% | +183,443 | 新進 |
| Northside Capital Management, LLC | 181,011 | $67.7 萬 | 0.21% | +181,011 | 新進 |
| Allen Investment Management LLC | 163,482 | $61.1 萬 | 0.01% | +163,482 | 新進 |
| Squarepoint Ops LLC | 144,600 | $54.1 萬 | 0.00% | −133,400−48.0% | 減碼 |
| Cypress Point Wealth Management, LLC | 141,534 | $52.9 萬 | 0.93% | +141,534 | 新進 |