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 2 季 13F 持有人
Nu Holdings Ltd. 在 2023/6/30 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
- 351
- 較 2023 年第 1 季 +50 家
- 持有股數
- 25.6 億
- 較 2023 年第 1 季 +9,473 萬 (+3.8%)
- 總市值
- $202.0 億
- 較 2023 年第 1 季 +$84.8 億 (+72.3%)
- 新進機構
- 89
- 另有 103 家加碼
- 清倉機構
- 39
- 另有 96 家減碼
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 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SC US (TTGP), Ltd. | 414,276,036 | $32.7 億 | 30.77% | −338,323−0.1% | 減碼 |
| Galileo (PTC) Ltd | 344,539,300 | $27.2 億 | 63.90% | −71,000,000−17.1% | 減碼 |
| Capital Research Global Investors | 125,291,570 | $9.89 億 | 0.26% | +16,737,962+15.4% | 加碼 |
| Baillie Gifford & Co | 119,788,669 | $9.45 億 | 0.80% | −5,679,471−4.5% | 減碼 |
| Technology Crossover Management X, Ltd. | 116,211,350 | $9.17 億 | 90.20% | 00.0% | 不變 |
| Berkshire Hathaway Inc大師波克夏 | 107,118,784 | $8.45 億 | 0.24% | 00.0% | 不變 |
| JPMorgan Chase & Co | 75,726,128 | $5.97 億 | 0.07% | +2,752,714+3.8% | 加碼 |
| Artisan Partners Limited Partnership | 71,031,377 | $5.60 億 | 0.90% | +1,521,700+2.2% | 加碼 |
| Morgan Stanley | 57,215,519 | $4.51 億 | 0.04% | −6,736,610−10.5% | 減碼 |
| BlackRock Inc. | 54,900,552 | $4.33 億 | 0.01% | +47,554,011+647.3% | 加碼 |
| Invesco Ltd. | 54,016,746 | $4.26 億 | 0.11% | −3,542,326−6.2% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 49,727,325 | $3.92 億 | 39.17% | −1,146,000−2.3% | 減碼 |
| Redpoint Management, LLC | 42,391,274 | $3.34 億 | 52.15% | 00.0% | 不變 |
| Sands Capital Management, LLC | 41,953,429 | $3.31 億 | 1.03% | −107,627−0.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 37,199,466 | $2.94 億 | 0.46% | +32,990,968+783.9% | 加碼 |
| FIL Ltd | 32,095,228 | $2.53 億 | 0.28% | +12,968,690+67.8% | 加碼 |
| Scge Management, L.P. | 31,042,831 | $2.45 億 | 5.77% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 29,443,664 | $2.32 億 | 0.03% | −11,925,232−28.8% | 減碼 |
| Dragoneer Investment Group, LLC | 28,142,906 | $2.22 億 | 4.58% | 00.0% | 不變 |
| State Street Corp | 24,950,653 | $1.97 億 | 0.01% | +22,192,009+804.5% | 加碼 |
| FMR LLC | 24,860,904 | $1.96 億 | 0.02% | +7,050,520+39.6% | 加碼 |
| Whale Rock Capital Management LLC | 24,293,336 | $1.92 億 | 3.30% | +8,327,599+52.2% | 加碼 |
| Capital International Investors | 24,099,925 | $1.90 億 | 0.05% | 00.0% | 不變 |
| Ribbit Capital GP III, Ltd. | 22,961,007 | $1.81 億 | 79.93% | −15,307,338−40.0% | 減碼 |
| Softbank Group Corp | 22,000,000 | $1.74 億 | 1.95% | 00.0% | 不變 |
| Dynamo Internacional Gestao de Recursos Ltda. | 21,931,715 | $1.73 億 | 18.75% | −2,130,012−8.9% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 20,325,908 | $1.60 億 | 1.34% | −5,056,903−19.9% | 減碼 |
| BIT Capital GmbH | 19,751,231 | $1.56 億 | 18.16% | −744,689−3.6% | 減碼 |
| Renaissance Technologies LLC | 19,478,229 | $1.54 億 | 0.22% | +4,954,523+34.1% | 加碼 |
| Jennison Associates LLC | 19,335,927 | $1.53 億 | 0.13% | +5,048,815+35.3% | 加碼 |
| Genesis Investment Management, LLP | 18,747,746 | $1.48 億 | 16.01% | +1,353,064+7.8% | 加碼 |
| Advent International Corp | 18,491,345 | $1.46 億 | 1.69% | +1,923,592+11.6% | 加碼 |
| Wasatch Advisors Inc | 17,900,655 | $1.41 億 | 0.86% | +3,761,719+26.6% | 加碼 |
| Norges Bank | 16,613,427 | $1.31 億 | 0.03% | +4,756,167+40.1% | 加碼 |
| SEI Investments Co | 16,514,935 | $1.30 億 | 0.23% | +2,253,819+15.8% | 加碼 |
| Atmos Capital Gestao de Recursos Ltda. | 15,721,039 | $1.24 億 | 19.85% | −554,188−3.4% | 減碼 |
| Nuveen Asset Management, LLC | 14,861,936 | $1.17 億 | 0.04% | +14,861,936 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 13,394,645 | $1.06 億 | 2.25% | +538,492+4.2% | 加碼 |
| Washington University | 12,975,559 | $1.02 億 | 38.37% | −4,199,000−24.4% | 減碼 |
| Two Sigma Investments, LP | 12,240,909 | $9,658 萬 | 0.26% | +10,258,923+517.6% | 加碼 |
| Absoluto Partners Gestao de Recursos Ltda | 11,496,186 | $9,070 萬 | 39.16% | −1,062,477−8.5% | 減碼 |
| Citadel Advisors LLC | 11,402,120 | $8,996 萬 | 0.10% | +2,330,399+25.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 11,071,585 | $8,735 萬 | 0.23% | −881,120−7.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,199,078 | $8,047 萬 | 0.06% | −3,406,007−25.0% | 減碼 |
| Nikko Asset Management Americas, Inc. | 10,199,078 | $8,047 萬 | 0.85% | −3,406,007−25.0% | 減碼 |
| Kora Management LP | 10,116,000 | $7,982 萬 | 21.48% | 00.0% | 不變 |
| Bank of Montreal | 9,710,010 | $7,671 萬 | 0.05% | +9,710,010 | 新進 |
| Geode Capital Management, LLC | 9,568,687 | $7,550 萬 | 0.01% | +9,568,687 | 新進 |
| Sands Capital Ventures, LLC | 9,152,548 | $7,221 萬 | 21.36% | −3,7990.0% | 減碼 |
| Bullfrog Capital GP, Ltd. | 8,819,028 | $6,958 萬 | 35.06% | 00.0% | 不變 |
| Axiom Investors LLC | 7,273,660 | $5,739 萬 | 0.85% | +7,273,660 | 新進 |
| Ribbit Bullfrog GP II, Ltd. | 6,990,700 | $5,516 萬 | 30.75% | 00.0% | 不變 |
| Bank of America Corp | 6,395,672 | $5,046 萬 | 0.01% | −10,421,232−62.0% | 減碼 |
| Millennium Management LLC | 6,336,567 | $5,000 萬 | 0.05% | −1,036,136−14.1% | 減碼 |
| Partners Group Holding AG | 5,759,389 | $4,544 萬 | 3.78% | 00.0% | 不變 |
| Invus Financial Advisors, LLC | 5,582,950 | $4,405 萬 | 23.56% | 00.0% | 不變 |
| Vanguard Group Inc | 5,577,808 | $4,401 萬 | 0.00% | +3,807,901+215.1% | 加碼 |
| Marshall Wace, LLP | 5,534,645 | $4,367 萬 | 0.09% | +2,601,674+88.7% | 加碼 |
| Northern Trust Corp | 5,178,194 | $4,086 萬 | 0.01% | +4,941,919+2,091.6% | 加碼 |
| Jane Street Group, LLC | 5,155,724 | $4,068 萬 | 0.06% | +1,577,677+44.1% | 加碼 |
| Coatue Management LLC大師Coatue | 5,076,055 | $4,005 萬 | 0.20% | +5,076,055 | 新進 |
| ThornTree Capital Partners LP | 4,782,207 | $3,773 萬 | 8.97% | +1,540,664+47.5% | 加碼 |
| Truxt Investmentos Ltda. | 4,627,937 | $3,651 萬 | 9.17% | −1,909,729−29.2% | 減碼 |
| Alta Park Capital, LP | 4,361,657 | $3,441 萬 | 3.89% | −9,680,872−68.9% | 減碼 |
| Franklin Resources Inc | 4,289,393 | $3,384 萬 | 0.02% | −3810.0% | 減碼 |
| Alliancebernstein L.P. | 4,146,380 | $3,271 萬 | 0.01% | −5,425,439−56.7% | 減碼 |
| Bank of New York Mellon Corp | 4,129,159 | $3,258 萬 | 0.01% | +4,073,134+7,270.2% | 加碼 |
| California Public Employees Retirement System | 4,083,417 | $3,222 萬 | 0.03% | +1,422,380+53.5% | 加碼 |
| Comprehensive Financial Management LLC | 4,014,309 | $3,167 萬 | 1.04% | +2,047,821+104.1% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 3,934,538 | $3,104 萬 | 0.21% | −335,122−7.8% | 減碼 |
| Vista Wealth Management Group, LLC | 3,728,351 | $2,942 萬 | 2.90% | 00.0% | 不變 |
| New York State Common Retirement Fund | 3,587,222 | $2,830 萬 | 0.04% | +2,286,134+175.7% | 加碼 |
| Bessemer Group Inc | 3,585,379 | $2,829 萬 | 0.06% | 00.0% | 不變 |
| Glynn Capital Management LLC | 3,569,342 | $2,816 萬 | 6.25% | +42,689+1.2% | 加碼 |
| Gemsstock Limited | 3,506,005 | $2,766 萬 | 18.66% | +3,506,005 | 新進 |
| AlpInvest Partners B.V. | 3,445,194 | $2,718 萬 | 7.45% | −1,484,102−30.1% | 減碼 |
| Legal & General Group Plc | 3,302,323 | $2,606 萬 | 0.01% | +831,082+33.6% | 加碼 |
| Two Sigma Advisers, LP | 3,278,100 | $2,586 萬 | 0.07% | +3,196,100+3,897.7% | 加碼 |
| Coronation Fund Managers Ltd. | 3,226,381 | $2,546 萬 | 0.69% | −13,321,010−80.5% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 2,933,557 | $2,315 萬 | 0.06% | −1,695,000−36.6% | 減碼 |
| Rhumbline Advisers | 2,861,650 | $2,258 萬 | 0.03% | +2,837,553+11,775.5% | 加碼 |
| SCHF (Gpe), LLC | 2,666,517 | $2,104 萬 | 90.78% | +2,666,517 | 新進 |
| Industry Ventures, L.L.C. | 2,664,051 | $2,102 萬 | 29.67% | +2,664,051 | 新進 |
| Goldman Sachs Group Inc | 2,516,497 | $1,986 萬 | 0.01% | +313,744+14.2% | 加碼 |
| Voloridge Investment Management, LLC | 2,405,703 | $1,898 萬 | 0.09% | +2,405,703 | 新進 |
| TD Asset Management Inc | 2,307,848 | $1,821 萬 | 0.02% | −1,204,062−34.3% | 減碼 |
| Deutsche Bank AG | 2,066,429 | $1,630 萬 | 0.01% | +1,758,462+571.0% | 加碼 |
| University of Wisconsin Foundation | 1,909,267 | $1,506 萬 | 11.08% | 00.0% | 不變 |
| GCM Grosvenor Holdings, LLC | 1,891,344 | $1,492 萬 | 6.45% | −1,000,000−34.6% | 減碼 |
| Toroso Investments, LLC | 1,867,328 | $1,473 萬 | 0.43% | +364,598+24.3% | 加碼 |
| Hillman Co | 1,857,507 | $1,466 萬 | 8.26% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 1,772,060 | $1,398 萬 | 0.04% | −39,450−2.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,760,300 | $1,389 萬 | 0.06% | +478,300+37.3% | 加碼 |
| Loup Funds, LLC | 1,653,490 | $1,305 萬 | 5.54% | −606,908−26.8% | 減碼 |
| Hidden Lake Asset Management LP | 1,648,704 | $1,301 萬 | 18.90% | −20,616−1.2% | 減碼 |
| Russell Investments Group, Ltd. | 1,644,623 | $1,298 萬 | 0.03% | +855,318+108.4% | 加碼 |
| Ieq Capital, LLC | 1,606,223 | $1,267 萬 | 0.26% | −88,018−5.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 1,575,160 | $1,243 萬 | 0.46% | −5,740−0.4% | 減碼 |
| Salem Investment Counselors Inc | 1,521,150 | $1,200 萬 | 0.44% | +253,400+20.0% | 加碼 |
| Federated Hermes, Inc. | 1,419,914 | $1,120 萬 | 0.03% | +1,419,914 | 新進 |