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 4 季 13F 持有人
Nu Holdings Ltd. 在 2022/12/31 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
- 264
- 較 2022 年第 3 季 +14 家
- 持有股數
- 24.4 億
- 較 2022 年第 3 季 +2.37 億 (+10.8%)
- 總市值
- $99.3 億
- 較 2022 年第 3 季 +$2.32 億 (+2.4%)
- 新進機構
- 56
- 另有 94 家加碼
- 清倉機構
- 42
- 另有 64 家減碼
另有 2 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SC US (TTGP), Ltd. | 435,293,189 | $17.7 億 | 23.39% | −111,089,218−20.3% | 減碼 |
| Galileo (PTC) Ltd | 415,539,300 | $16.9 億 | 59.82% | 00.0% | 不變 |
| Technology Crossover Management X, Ltd. | 116,211,350 | $4.73 億 | 84.70% | +44,849,400+62.8% | 加碼 |
| Baillie Gifford & Co | 114,648,854 | $4.67 億 | 0.49% | +27,413,836+31.4% | 加碼 |
| Berkshire Hathaway Inc大師波克夏 | 107,118,784 | $4.36 億 | 0.15% | +107,118,784 | 新進 |
| Capital Research Global Investors | 85,628,671 | $3.49 億 | 0.11% | +6,948,186+8.8% | 加碼 |
| Jennison Associates LLC | 77,990,545 | $3.17 億 | 0.33% | −16,302,844−17.3% | 減碼 |
| Artisan Partners Limited Partnership | 69,848,979 | $2.84 億 | 0.50% | +10,162,875+17.0% | 加碼 |
| Price T Rowe Associates Inc | 65,740,183 | $2.68 億 | 0.04% | +35,079,798+114.4% | 加碼 |
| Morgan Stanley | 61,315,907 | $2.50 億 | 0.03% | +10,863,281+21.5% | 加碼 |
| Invesco Ltd. | 56,129,432 | $2.28 億 | 0.07% | +10,024,672+21.7% | 加碼 |
| JPMorgan Chase & Co | 55,447,595 | $2.26 億 | 0.03% | +1,161,279+2.1% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 49,703,225 | $2.02 億 | 26.39% | +17,235,766+53.1% | 加碼 |
| Advent International Corp | 47,092,197 | $1.92 億 | 2.24% | 00.0% | 不變 |
| Redpoint Management, LLC | 42,391,274 | $1.73 億 | 42.10% | +37,940,324+852.4% | 加碼 |
| Sands Capital Management, LLC | 41,837,269 | $1.70 億 | 0.64% | −2,351,773−5.3% | 減碼 |
| Ribbit Capital GP III, Ltd. | 38,268,345 | $1.56 億 | 80.76% | 00.0% | 不變 |
| Scge Management, L.P. | 31,042,831 | $1.26 億 | 4.46% | −2,548,319−7.6% | 減碼 |
| Atmos Capital Gestao de Recursos Ltda. | 29,383,921 | $1.20 億 | 20.78% | +11,576,345+65.0% | 加碼 |
| Dragoneer Investment Group, LLC | 28,142,906 | $1.15 億 | 3.55% | 00.0% | 不變 |
| Tiger Global Management LLC大師老虎環球 | 25,341,458 | $1.03 億 | 1.26% | −20,978,381−45.3% | 減碼 |
| Softbank Group Corp | 22,000,000 | $8,954 萬 | 1.34% | 00.0% | 不變 |
| Whale Rock Capital Management LLC | 20,756,496 | $8,448 萬 | 2.84% | −3,397,946−14.1% | 減碼 |
| FIL Ltd | 19,427,673 | $7,907 萬 | 0.09% | +9,367,722+93.1% | 加碼 |
| FMR LLC | 17,810,384 | $7,249 萬 | 0.01% | +12,020,018+207.6% | 加碼 |
| Washington University | 17,120,369 | $6,968 萬 | 20.47% | +54,190+0.3% | 加碼 |
| Capital International Investors | 16,410,095 | $6,679 萬 | 0.02% | +1,514,853+10.2% | 加碼 |
| Coronation Fund Managers Ltd. | 16,175,647 | $6,583 萬 | 1.83% | +3,536,983+28.0% | 加碼 |
| SEI Investments Co | 13,998,666 | $5,697 萬 | 0.13% | +2,713,698+24.0% | 加碼 |
| Nikko Asset Management Americas, Inc. | 13,773,766 | $5,606 萬 | 0.81% | −142,902−1.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 13,773,766 | $5,606 萬 | 0.04% | −142,902−1.0% | 減碼 |
| BIT Capital GmbH | 12,739,489 | $5,185 萬 | 10.78% | +523,154+4.3% | 加碼 |
| Wasatch Advisors Inc | 12,163,024 | $4,950 萬 | 0.33% | +2,006,759+19.8% | 加碼 |
| Absoluto Partners Gestao de Recursos Ltda | 12,102,174 | $4,926 萬 | 24.64% | −363,666−2.9% | 減碼 |
| Genesis Investment Management, LLP | 12,051,839 | $4,905 萬 | 5.48% | −1,363,648−10.2% | 減碼 |
| Dynamo Internacional Gestao de Recursos Ltda. | 11,713,004 | $4,767 萬 | 6.43% | +10,011,636+588.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 9,734,568 | $3,962 萬 | 0.11% | +9,734,568 | 新進 |
| Sands Capital Ventures, LLC | 9,156,347 | $3,727 萬 | 10.21% | +19,512+0.2% | 加碼 |
| Bullfrog Capital GP, Ltd. | 8,819,028 | $3,589 萬 | 25.48% | 00.0% | 不變 |
| Bank of America Corp | 8,431,384 | $3,432 萬 | 0.00% | +7,025,280+499.6% | 加碼 |
| GCM Grosvenor Holdings, LLC | 7,976,703 | $3,247 萬 | 8.29% | −2,000,000−20.0% | 減碼 |
| Renaissance Technologies LLC | 7,801,500 | $3,175 萬 | 0.04% | +7,656,100+5,265.5% | 加碼 |
| Kora Management LP | 7,545,000 | $3,071 萬 | 9.76% | 00.0% | 不變 |
| Alliancebernstein L.P. | 7,296,933 | $2,970 萬 | 0.01% | +6,992,523+2,297.1% | 加碼 |
| Ribbit Bullfrog GP II, Ltd. | 6,990,700 | $2,845 萬 | 25.30% | +6,990,700 | 新進 |
| Alta Park Capital, LP | 6,290,160 | $2,560 萬 | 3.58% | −1,502,845−19.3% | 減碼 |
| Partners Group Holding AG | 5,804,628 | $2,362 萬 | 1.81% | 00.0% | 不變 |
| Invus Financial Advisors, LLC | 5,582,950 | $2,272 萬 | 12.09% | 00.0% | 不變 |
| Truxt Investmentos Ltda. | 4,823,951 | $1,963 萬 | 5.33% | +4,823,951 | 新進 |
| Ameriprise Financial Inc | 4,779,629 | $1,945 萬 | 0.01% | −1,925,881−28.7% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 4,620,000 | $1,880 萬 | 0.06% | +1,450,000+45.7% | 加碼 |
| TD Asset Management Inc | 4,402,208 | $1,792 萬 | 0.02% | +3,736,606+561.4% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 4,397,709 | $1,790 萬 | 0.16% | −257,065−5.5% | 減碼 |
| Franklin Resources Inc | 4,289,774 | $1,746 萬 | 0.01% | +1,1280.0% | 加碼 |
| Canada Pension Plan Investment Board | 3,910,188 | $1,591 萬 | 0.03% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 3,684,163 | $1,499 萬 | 1.81% | −983,182−21.1% | 減碼 |
| Bessemer Group Inc | 3,585,379 | $1,459 萬 | 0.04% | 00.0% | 不變 |
| Glynn Capital Management LLC | 3,451,597 | $1,405 萬 | 3.40% | −203,823−5.6% | 減碼 |
| AMS Capital Ltda | 3,450,000 | $1,404 萬 | 11.12% | 00.0% | 不變 |
| Citadel Advisors LLC | 3,273,484 | $1,332 萬 | 0.02% | −2,596,765−44.2% | 減碼 |
| AlpInvest Partners B.V. | 3,070,391 | $1,250 萬 | 3.38% | +2,317,880+308.0% | 加碼 |
| Think Investments LP | 2,756,000 | $1,122 萬 | 3.73% | 00.0% | 不變 |
| State Street Corp | 2,510,991 | $1,022 萬 | 0.00% | −6,975−0.3% | 減碼 |
| Hamilton Lane Advisors LLC | 2,454,829 | $999.1 萬 | 3.61% | +2,379,618+3,163.9% | 加碼 |
| Chubb Ltd | 2,250,000 | $915.8 萬 | 30.63% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 2,219,360 | $903.3 萬 | 0.00% | −234,156−9.5% | 減碼 |
| Ieq Capital, LLC | 2,041,149 | $830.7 萬 | 0.23% | +1,026,253+101.1% | 加碼 |
| Wellington Management Group LLP | 2,016,639 | $820.8 萬 | 0.00% | +533,228+35.9% | 加碼 |
| Thrive Capital Management, LLC | 1,886,088 | $767.6 萬 | 3.48% | 00.0% | 不變 |
| Hillman Co | 1,857,507 | $756.0 萬 | 3.94% | 00.0% | 不變 |
| Millennium Management LLC | 1,692,593 | $688.9 萬 | 0.01% | −476,676−22.0% | 減碼 |
| SCHF (Gpe), LLC | 1,557,729 | $634.0 萬 | 12.32% | −1,688,671−52.0% | 減碼 |
| Holocene Advisors, LP | 1,541,141 | $627.2 萬 | 0.04% | +1,541,141 | 新進 |
| Verition Fund Management LLC | 1,500,000 | $610.5 萬 | 0.12% | 00.0% | 不變 |
| Comprehensive Financial Management LLC | 1,473,673 | $599.8 萬 | 0.19% | +578,129+64.6% | 加碼 |
| Old Well Partners, LLC | 1,468,300 | $597.6 萬 | 5.17% | +135,000+10.1% | 加碼 |
| Legal & General Group Plc | 1,430,300 | $582.1 萬 | 0.00% | +134,688+10.4% | 加碼 |
| Blue Owl Capital Holdings LP | 1,397,686 | $568.9 萬 | 2.42% | 00.0% | 不變 |
| Baader Bank INC | 1,319,900 | $537.2 萬 | 0.49% | −130,000−9.0% | 減碼 |
| Carnegie Capital Asset Management, LLC | 1,303,300 | $530.4 萬 | 0.23% | −111,000−7.8% | 減碼 |
| Salem Investment Counselors Inc | 1,300,890 | $529.5 萬 | 0.23% | +194,780+17.6% | 加碼 |
| Nisa Investment Advisors, LLC | 1,277,000 | $519.7 萬 | 0.04% | +1,277,000 | 新進 |
| Penserra Capital Management LLC | 1,227,738 | $499.6 萬 | 0.11% | +283,824+30.1% | 加碼 |
| Malka Meyer | 1,209,160 | $492.1 萬 | 100.00% | +1,209,160 | 新進 |
| New York State Common Retirement Fund | 1,189,859 | $484.3 萬 | 0.01% | +123,633+11.6% | 加碼 |
| Parkwood LLC | 1,061,140 | $431.9 萬 | 0.88% | 00.0% | 不變 |
| Toroso Investments, LLC | 1,016,254 | $413.6 萬 | 0.16% | +292,221+40.4% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 990,772 | $403.2 萬 | 0.03% | +27,625+2.9% | 加碼 |
| J. Goldman & Co LP | 990,000 | $402.9 萬 | 0.28% | +871,785+737.5% | 加碼 |
| Slate Path Capital LP | 976,279 | $397.3 萬 | 0.21% | +976,279 | 新進 |
| Russell Investments Group, Ltd. | 968,375 | $394.1 萬 | 0.01% | +64,746+7.2% | 加碼 |
| Azora Capital LP | 865,671 | $352.3 萬 | 0.60% | +865,671 | 新進 |
| TB Alternative Assets Ltd. | 774,100 | $315.1 萬 | 1.13% | +605,500+359.1% | 加碼 |
| Renaissance Capital LLC | 753,424 | $306.6 萬 | 2.39% | −23,953−3.1% | 減碼 |
| Tudor Investment Corp Et Al | 741,667 | $301.9 萬 | 0.07% | 00.0% | 不變 |
| Allen Investment Management LLC | 656,892 | $267.4 萬 | 0.04% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 654,833 | $266.5 萬 | 0.02% | +215,258+49.0% | 加碼 |
| Tiger Management L.L.C. | 654,074 | $266.2 萬 | 1.68% | +61,512+10.4% | 加碼 |
| Liberty Mutual Group Asset Management Inc. | 635,299 | $258.6 萬 | 0.70% | +635,299 | 新進 |
| Abacus Wealth Partners, LLC | 610,248 | $248.4 萬 | 0.88% | 00.0% | 不變 |