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。
2023 年第 1 季 13F 持有人
Nu Holdings Ltd. 在 2023/3/31 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
- 301
- 較 2022 年第 4 季 +39 家
- 持有股數
- 24.7 億
- 較 2022 年第 4 季 +2,885 萬 (+1.2%)
- 總市值
- $117.3 億
- 較 2022 年第 4 季 +$18.1 億 (+18.2%)
- 新進機構
- 76
- 另有 107 家加碼
- 清倉機構
- 37
- 另有 57 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Galileo (PTC) Ltd | 415,539,300 | $19.8 億 | 58.54% | 00.0% | 不變 |
| SC US (TTGP), Ltd. | 414,614,359 | $19.7 億 | 23.27% | −20,678,830−4.8% | 減碼 |
| Baillie Gifford & Co | 125,468,140 | $5.97 億 | 0.54% | +10,819,286+9.4% | 加碼 |
| Technology Crossover Management X, Ltd. | 116,211,350 | $5.53 億 | 84.42% | 00.0% | 不變 |
| Capital Research Global Investors | 108,553,608 | $5.17 億 | 0.15% | +22,924,937+26.8% | 加碼 |
| Berkshire Hathaway Inc大師波克夏 | 107,118,784 | $5.10 億 | 0.16% | 00.0% | 不變 |
| JPMorgan Chase & Co | 72,973,414 | $3.47 億 | 0.05% | +17,525,819+31.6% | 加碼 |
| Artisan Partners Limited Partnership | 69,509,677 | $3.31 億 | 0.55% | −339,302−0.5% | 減碼 |
| Morgan Stanley | 63,952,129 | $3.04 億 | 0.03% | +2,636,222+4.3% | 加碼 |
| Invesco Ltd. | 57,559,072 | $2.74 億 | 0.08% | +1,429,640+2.5% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 50,873,325 | $2.42 億 | 24.50% | +1,170,100+2.4% | 加碼 |
| Redpoint Management, LLC | 42,391,274 | $2.02 億 | 37.68% | 00.0% | 不變 |
| Sands Capital Management, LLC | 42,061,056 | $2.00 億 | 0.66% | +223,787+0.5% | 加碼 |
| Price T Rowe Associates Inc | 41,368,896 | $1.97 億 | 0.03% | −24,371,287−37.1% | 減碼 |
| Ribbit Capital GP III, Ltd. | 38,268,345 | $1.82 億 | 80.45% | 00.0% | 不變 |
| Scge Management, L.P. | 31,042,831 | $1.48 億 | 4.06% | 00.0% | 不變 |
| Dragoneer Investment Group, LLC | 28,142,906 | $1.34 億 | 3.17% | 00.0% | 不變 |
| Tiger Global Management LLC大師老虎環球 | 25,382,811 | $1.21 億 | 1.10% | +41,353+0.2% | 加碼 |
| Capital International Investors | 24,099,925 | $1.15 億 | 0.03% | +7,689,830+46.9% | 加碼 |
| Dynamo Internacional Gestao de Recursos Ltda. | 24,061,727 | $1.15 億 | 13.64% | +12,348,723+105.4% | 加碼 |
| Softbank Group Corp | 22,000,000 | $1.05 億 | 1.35% | 00.0% | 不變 |
| BIT Capital GmbH | 20,495,920 | $9,756 萬 | 15.21% | +7,756,431+60.9% | 加碼 |
| FIL Ltd | 19,126,538 | $9,104 萬 | 0.10% | −301,135−1.6% | 減碼 |
| FMR LLC | 17,810,384 | $8,478 萬 | 0.01% | 00.0% | 不變 |
| Genesis Investment Management, LLP | 17,394,682 | $8,280 萬 | 8.99% | +5,342,843+44.3% | 加碼 |
| Washington University | 17,174,559 | $8,175 萬 | 21.55% | +54,190+0.3% | 加碼 |
| Bank of America Corp | 16,816,904 | $8,005 萬 | 0.01% | +8,385,520+99.5% | 加碼 |
| Advent International Corp | 16,567,753 | $7,886 萬 | 0.96% | −30,524,444−64.8% | 減碼 |
| Coronation Fund Managers Ltd. | 16,547,391 | $7,877 萬 | 2.10% | +371,744+2.3% | 加碼 |
| Atmos Capital Gestao de Recursos Ltda. | 16,275,227 | $7,747 萬 | 22.46% | −13,108,694−44.6% | 減碼 |
| Whale Rock Capital Management LLC | 15,965,737 | $7,600 萬 | 1.67% | −4,790,759−23.1% | 減碼 |
| Renaissance Technologies LLC | 14,523,706 | $6,913 萬 | 0.09% | +6,722,206+86.2% | 加碼 |
| Jennison Associates LLC | 14,287,112 | $6,801 萬 | 0.06% | −63,703,433−81.7% | 減碼 |
| SEI Investments Co | 14,261,116 | $6,788 萬 | 0.13% | +262,450+1.9% | 加碼 |
| Wasatch Advisors Inc | 14,138,936 | $6,730 萬 | 0.42% | +1,975,912+16.2% | 加碼 |
| Alta Park Capital, LP | 14,042,529 | $6,684 萬 | 6.93% | +7,752,369+123.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 13,605,085 | $6,476 萬 | 0.05% | −168,681−1.2% | 減碼 |
| Nikko Asset Management Americas, Inc. | 13,605,085 | $6,313 萬 | 0.73% | −168,681−1.2% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 12,856,153 | $6,120 萬 | 1.57% | +12,856,153 | 新進 |
| Absoluto Partners Gestao de Recursos Ltda | 12,558,663 | $5,978 萬 | 26.84% | +456,489+3.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 11,952,705 | $5,689 萬 | 0.16% | +2,218,137+22.8% | 加碼 |
| Norges Bank | 11,857,260 | $5,644 萬 | 0.01% | +11,432,260+2,689.9% | 加碼 |
| Kora Management LP | 10,116,000 | $4,815 萬 | 11.06% | +2,571,000+34.1% | 加碼 |
| Alliancebernstein L.P. | 9,571,819 | $4,556 萬 | 0.02% | +2,274,886+31.2% | 加碼 |
| Sands Capital Ventures, LLC | 9,156,347 | $4,358 萬 | 10.77% | 00.0% | 不變 |
| Citadel Advisors LLC | 9,071,721 | $4,318 萬 | 0.05% | +5,798,237+177.1% | 加碼 |
| Bullfrog Capital GP, Ltd. | 8,819,028 | $4,198 萬 | 25.11% | 00.0% | 不變 |
| Millennium Management LLC | 7,372,703 | $3,509 萬 | 0.04% | +5,680,110+335.6% | 加碼 |
| BlackRock Inc. | 7,346,541 | $3,497 萬 | 0.00% | +7,127,625+3,255.9% | 加碼 |
| Ribbit Bullfrog GP II, Ltd. | 6,990,700 | $3,328 萬 | 23.89% | 00.0% | 不變 |
| Partners Group Holding AG | 5,759,389 | $2,741 萬 | 2.21% | −45,239−0.8% | 減碼 |
| Invus Financial Advisors, LLC | 5,582,950 | $2,657 萬 | 17.31% | 00.0% | 不變 |
| AlpInvest Partners B.V. | 4,929,296 | $2,346 萬 | 6.18% | +1,858,905+60.5% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 4,628,557 | $2,203 萬 | 0.06% | +8,557+0.2% | 加碼 |
| Franklin Resources Inc | 4,289,774 | $2,042 萬 | 0.01% | 00.0% | 不變 |
| ARK Investment Management LLC大師方舟投資 | 4,269,660 | $2,032 萬 | 0.14% | −128,049−2.9% | 減碼 |
| Truxt Investmentos Ltda. | 6,537,666 | $2,006 萬 | 7.31% | +1,713,715+35.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 4,208,498 | $2,003 萬 | 0.03% | +4,184,256+17,260.4% | 加碼 |
| Canada Pension Plan Investment Board | 3,910,188 | $1,861 萬 | 0.03% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 3,728,351 | $1,775 萬 | 1.95% | +44,188+1.2% | 加碼 |
| Bessemer Group Inc | 3,585,379 | $1,707 萬 | 0.04% | 00.0% | 不變 |
| Jane Street Group, LLC | 3,578,047 | $1,703 萬 | 0.03% | +3,280,159+1,101.1% | 加碼 |
| Glynn Capital Management LLC | 3,526,653 | $1,679 萬 | 4.00% | +75,056+2.2% | 加碼 |
| TD Asset Management Inc | 3,511,910 | $1,672 萬 | 0.02% | −890,298−20.2% | 減碼 |
| Think Investments LP | 3,424,700 | $1,630 萬 | 3.86% | +668,700+24.3% | 加碼 |
| ThornTree Capital Partners LP | 3,241,543 | $1,543 萬 | 3.83% | +3,241,543 | 新進 |
| Point72 Asset Management, L.P. | 3,107,095 | $1,479 萬 | 0.05% | +3,107,095 | 新進 |
| Marshall Wace, LLP | 2,932,971 | $1,396 萬 | 0.03% | +2,859,771+3,906.8% | 加碼 |
| GCM Grosvenor Holdings, LLC | 2,891,344 | $1,376 萬 | 3.70% | −5,085,359−63.8% | 減碼 |
| State Street Corp | 2,758,644 | $1,313 萬 | 0.00% | +247,653+9.9% | 加碼 |
| California Public Employees Retirement System | 2,661,037 | $1,267 萬 | 0.01% | +2,661,037 | 新進 |
| Legal & General Group Plc | 2,471,241 | $1,176 萬 | 0.00% | +1,040,941+72.8% | 加碼 |
| Loup Funds, LLC | 2,260,398 | $1,076 萬 | 5.10% | +2,260,398 | 新進 |
| Goldman Sachs Group Inc | 2,202,753 | $1,049 萬 | 0.00% | −16,607−0.7% | 減碼 |
| Verition Fund Management LLC | 2,000,000 | $952.0 萬 | 0.15% | +500,000+33.3% | 加碼 |
| Two Sigma Investments, LP | 1,981,986 | $943.4 萬 | 0.03% | +1,731,486+691.2% | 加碼 |
| Comprehensive Financial Management LLC | 1,966,488 | $936.0 萬 | 0.29% | +492,815+33.4% | 加碼 |
| University of Wisconsin Foundation | 1,909,267 | $908.8 萬 | 17.34% | +1,909,267 | 新進 |
| HRT Financial LP | 1,863,325 | $886.9 萬 | 0.11% | +1,863,325 | 新進 |
| Hillman Co | 1,857,507 | $884.2 萬 | 4.36% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 1,811,510 | $862.3 萬 | 0.03% | +1,793,343+9,871.4% | 加碼 |
| Vanguard Group Inc | 1,769,907 | $842.5 萬 | 0.00% | +1,769,907 | 新進 |
| Ieq Capital, LLC | 1,694,241 | $806.5 萬 | 0.19% | −346,908−17.0% | 減碼 |
| Hidden Lake Asset Management LP | 1,669,320 | $794.6 萬 | 6.72% | +1,669,320 | 新進 |
| Carnegie Capital Asset Management, LLC | 1,580,900 | $752.5 萬 | 0.30% | +277,600+21.3% | 加碼 |
| Toroso Investments, LLC | 1,502,730 | $715.3 萬 | 0.24% | +486,476+47.9% | 加碼 |
| Old Well Partners, LLC | 1,468,300 | $698.9 萬 | 5.53% | 00.0% | 不變 |
| Penserra Capital Management LLC | 1,446,719 | $688.5 萬 | 0.14% | +218,981+17.8% | 加碼 |
| Baader Bank INC | 1,369,900 | $652.1 萬 | 0.49% | +50,000+3.8% | 加碼 |
| New York State Common Retirement Fund | 1,301,088 | $619.3 萬 | 0.01% | +111,229+9.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,282,000 | $610.2 萬 | 0.03% | +1,282,000 | 新進 |
| Salem Investment Counselors Inc | 1,267,750 | $603.4 萬 | 0.24% | −33,140−2.5% | 減碼 |
| Malka Meyer | 1,209,160 | $575.6 萬 | 100.00% | 00.0% | 不變 |
| Citigroup Inc | 1,077,914 | $513.1 萬 | 0.01% | +608,547+129.7% | 加碼 |
| Parkwood LLC | 1,061,140 | $505.1 萬 | 0.94% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,042,904 | $496.4 萬 | 0.04% | +52,132+5.3% | 加碼 |
| Wellington Management Group LLP | 951,924 | $453.1 萬 | 0.00% | −1,064,715−52.8% | 減碼 |
| Windmill Hill Asset Management Ltd | 839,456 | $399.6 萬 | 2.77% | +309,188+58.3% | 加碼 |
| HSBC Holdings PLC | 787,494 | $377.2 萬 | 0.00% | +787,494 | 新進 |
| Russell Investments Group, Ltd. | 789,305 | $375.7 萬 | 0.01% | −179,070−18.5% | 減碼 |