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 4 季 13F 持有人
Nu Holdings Ltd. 在 2023/12/31 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
- 497
- 較 2023 年第 3 季 +102 家
- 持有股數
- 26.2 億
- 較 2023 年第 3 季 +1.02 億 (+4.0%)
- 總市值
- $218.4 億
- 較 2023 年第 3 季 +$35.7 億 (+19.5%)
- 新進機構
- 133
- 另有 181 家加碼
- 清倉機構
- 31
- 另有 126 家減碼
另有 8 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SC US (TTGP), Ltd. | 252,320,306 | $21.0 億 | 17.34% | 00.0% | 不變 |
| Capital Research Global Investors | 175,197,344 | $14.6 億 | 0.36% | +30,002,685+20.7% | 加碼 |
| Baillie Gifford & Co | 114,768,499 | $9.56 億 | 0.76% | −3,373,759−2.9% | 減碼 |
| Berkshire Hathaway Inc大師波克夏 | 107,118,784 | $8.92 億 | 0.25% | 00.0% | 不變 |
| JPMorgan Chase & Co | 99,800,754 | $8.31 億 | 0.08% | +13,920,694+16.2% | 加碼 |
| Galileo (PTC) Ltd | 94,782,271 | $7.90 億 | 33.94% | −144,425,657−60.4% | 減碼 |
| Technology Crossover Management X, Ltd. | 87,158,512 | $7.26 億 | 85.53% | 00.0% | 不變 |
| Sands Capital Management, LLC | 85,220,661 | $7.10 億 | 2.16% | +40,992,413+92.7% | 加碼 |
| BlackRock Inc. | 65,866,019 | $5.49 億 | 0.01% | +3,892,193+6.3% | 加碼 |
| Jennison Associates LLC | 65,813,072 | $5.48 億 | 0.41% | +40,584,189+160.9% | 加碼 |
| Coatue Management LLC大師Coatue | 63,021,947 | $5.25 億 | 2.20% | +7,886,538+14.3% | 加碼 |
| Morgan Stanley | 59,584,307 | $4.96 億 | 0.04% | −1,676,116−2.7% | 減碼 |
| Artisan Partners Limited Partnership | 54,126,402 | $4.51 億 | 0.71% | −21,577,067−28.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 50,329,302 | $4.19 億 | 0.60% | +1,687,244+3.5% | 加碼 |
| Ribbit Management Company, LLC | 43,629,760 | $3.63 億 | 30.72% | +43,629,760 | 新進 |
| Redpoint Management, LLC | 42,391,274 | $3.53 億 | 39.69% | 00.0% | 不變 |
| FIL Ltd | 41,784,172 | $3.48 億 | 0.37% | +253,915+0.6% | 加碼 |
| Price T Rowe Associates Inc | 41,224,713 | $3.43 億 | 0.05% | −13,720,599−25.0% | 減碼 |
| FMR LLC | 36,184,252 | $3.01 億 | 0.02% | +9,234,763+34.3% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 35,657,316 | $2.97 億 | 35.06% | −12,983,909−26.7% | 減碼 |
| Invesco Ltd. | 34,102,511 | $2.84 億 | 0.07% | −12,764,613−27.2% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 33,613,678 | $2.80 億 | 4.92% | −6,043,591−15.2% | 減碼 |
| Scge Management, L.P. | 33,500,000 | $2.79 億 | 6.23% | +2,457,169+7.9% | 加碼 |
| Atmos Capital Gestao de Recursos Ltda. | 31,593,373 | $2.63 億 | 30.22% | −691,636−2.1% | 減碼 |
| Dynamo Internacional Gestao de Recursos Ltda. | 28,456,088 | $2.37 億 | 42.28% | +1,202,486+4.4% | 加碼 |
| State Street Corp | 28,249,008 | $2.35 億 | 0.01% | +2,099,985+8.0% | 加碼 |
| Norges Bank | 25,154,151 | $2.10 億 | 0.04% | +3,604,534+16.7% | 加碼 |
| Whale Rock Capital Management LLC | 24,800,522 | $2.07 億 | 3.69% | −257,677−1.0% | 減碼 |
| Capital International Investors | 24,117,953 | $2.01 億 | 0.05% | 00.0% | 不變 |
| Wasatch Advisors Inc | 23,949,214 | $1.99 億 | 1.10% | +3,886,442+19.4% | 加碼 |
| Advent International Corp | 23,774,907 | $1.98 億 | 2.65% | 00.0% | 不變 |
| Softbank Group Corp | 22,000,000 | $1.83 億 | 0.99% | 00.0% | 不變 |
| BIT Capital GmbH | 21,406,660 | $1.78 億 | 19.30% | +1,419,432+7.1% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 20,602,704 | $1.72 億 | 1.22% | +235,524+1.2% | 加碼 |
| Renaissance Technologies LLC | 19,594,665 | $1.63 億 | 0.25% | +3,412,965+21.1% | 加碼 |
| Two Sigma Investments, LP | 16,551,195 | $1.38 億 | 0.33% | −3,160,046−16.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 16,403,827 | $1.37 億 | 0.33% | +202,446+1.2% | 加碼 |
| Marshall Wace, LLP | 16,371,595 | $1.36 億 | 0.26% | +850,128+5.5% | 加碼 |
| SEI Investments Co | 15,128,411 | $1.26 億 | 0.20% | −2,771,703−15.5% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 14,328,588 | $1.19 億 | 2.46% | −234,137−1.6% | 減碼 |
| Nuveen Asset Management, LLC | 13,878,002 | $1.16 億 | 0.04% | +123,021+0.9% | 加碼 |
| Washington University | 13,816,850 | $1.15 億 | 56.80% | −2,000,000−12.6% | 減碼 |
| Dragoneer Investment Group, LLC | 13,576,112 | $1.13 億 | 2.46% | −4,287,193−24.0% | 減碼 |
| Perpetual Ltd | 13,126,123 | $1.09 億 | 1.13% | +13,126,123 | 新進 |
| Coronation Fund Managers Ltd. | 13,041,620 | $1.09 億 | 3.03% | +3,145,737+31.8% | 加碼 |
| Axiom Investors LLC | 12,513,280 | $1.04 億 | 1.02% | +624,200+5.3% | 加碼 |
| Two Sigma Advisers, LP | 11,578,100 | $9,645 萬 | 0.23% | −96,400−0.8% | 減碼 |
| Sharp Capital Gestora de Recursos Ltda. | 10,880,270 | $9,063 萬 | 46.49% | +10,880,270 | 新進 |
| Geode Capital Management, LLC | 10,350,650 | $8,622 萬 | 0.01% | +563,259+5.8% | 加碼 |
| Truxt Investmentos Ltda. | 10,334,026 | $8,608 萬 | 31.33% | +3,456,555+50.3% | 加碼 |
| Capital World Investors | 10,052,116 | $8,373 萬 | 0.01% | −11,542−0.1% | 減碼 |
| Goldman Sachs Group Inc | 10,012,310 | $8,340 萬 | 0.02% | +7,752,717+343.1% | 加碼 |
| SurgoCap Partners LP | 9,950,708 | $8,289 萬 | 5.86% | +9,950,708 | 新進 |
| Genesis Investment Management, LLP | 9,816,062 | $8,177 萬 | 16.03% | −4,473,762−31.3% | 減碼 |
| Kora Management LP | 9,327,000 | $7,769 萬 | 19.14% | −789,000−7.8% | 減碼 |
| Vanguard Group Inc | 9,250,103 | $7,705 萬 | 0.00% | +565,255+6.5% | 加碼 |
| Sands Capital Ventures, LLC | 9,155,661 | $7,627 萬 | 21.22% | +3,1130.0% | 加碼 |
| Citadel Advisors LLC | 8,417,012 | $7,011 萬 | 0.07% | +4,850,835+136.0% | 加碼 |
| Partners Group Holding AG | 8,352,940 | $6,958 萬 | 5.93% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,306,204 | $6,919 萬 | 0.05% | −1,916,987−18.8% | 減碼 |
| WCM Investment Management, LLC | 7,949,908 | $6,654 萬 | 0.18% | +7,949,908 | 新進 |
| AlpInvest Partners B.V. | 7,794,915 | $6,493 萬 | 14.83% | −1,851,403−19.2% | 減碼 |
| Nikko Asset Management Americas, Inc. | 7,631,521 | $6,349 萬 | 0.61% | −1,916,987−20.1% | 減碼 |
| Constellation Investimentos e Participacoes Ltda | 7,531,705 | $6,274 萬 | 22.13% | +7,531,705 | 新進 |
| Canada Pension Plan Investment Board | 7,466,990 | $6,220 萬 | 0.08% | +2,922,300+64.3% | 加碼 |
| Bamco Inc | 7,315,070 | $6,093 萬 | 0.16% | +3,024,935+70.5% | 加碼 |
| Northern Trust Corp | 7,201,642 | $5,999 萬 | 0.01% | +649,005+9.9% | 加碼 |
| Millennium Management LLC | 7,050,749 | $5,873 萬 | 0.06% | +677,509+10.6% | 加碼 |
| Bank of America Corp | 6,905,325 | $5,752 萬 | 0.01% | −2,157,047−23.8% | 減碼 |
| Absoluto Partners Gestao de Recursos Ltda | 5,974,174 | $4,976 萬 | 27.47% | −3,804,893−38.9% | 減碼 |
| Legal & General Group Plc | 5,916,174 | $4,928 萬 | 0.02% | +162,067+2.8% | 加碼 |
| Avala Global LP | 5,770,366 | $4,807 萬 | 3.71% | +5,770,366 | 新進 |
| Alta Park Capital, LP | 5,683,779 | $4,735 萬 | 4.87% | −1,701,078−23.0% | 減碼 |
| Atreides Management, LP | 5,661,100 | $4,716 萬 | 1.70% | +5,661,100 | 新進 |
| Arrowstreet Capital, Limited Partnership | 5,656,945 | $4,712 萬 | 0.05% | +4,663,792+469.6% | 加碼 |
| Comprehensive Financial Management LLC | 5,436,581 | $4,529 萬 | 1.60% | +492,816+10.0% | 加碼 |
| Dynamo Administracao de Recursos Ltda. | 5,357,095 | $4,462 萬 | 54.11% | +1,093,780+25.7% | 加碼 |
| Vista Wealth Management Group, LLC | 5,148,213 | $4,288 萬 | 3.64% | +45,779+0.9% | 加碼 |
| Alliancebernstein L.P. | 4,875,893 | $4,062 萬 | 0.02% | +297,106+6.5% | 加碼 |
| Sylebra Capital LLC | 4,709,976 | $3,923 萬 | 1.49% | +4,709,976 | 新進 |
| Candriam Luxembourg S.C.A. | 4,696,438 | $3,912 萬 | 0.27% | +4,696,438 | 新進 |
| Bank of New York Mellon Corp | 4,392,652 | $3,659 萬 | 0.01% | +226,964+5.4% | 加碼 |
| California Public Employees Retirement System | 4,356,402 | $3,629 萬 | 0.03% | +75,146+1.8% | 加碼 |
| Franklin Resources Inc | 4,309,900 | $3,590 萬 | 0.02% | +10,858+0.3% | 加碼 |
| ThornTree Capital Partners LP | 4,263,728 | $3,552 萬 | 7.16% | −104,975−2.4% | 減碼 |
| Itau Unibanco Holding S.A. | 4,192,242 | $3,492 萬 | 1.15% | +3,048,408+266.5% | 加碼 |
| Russell Investments Group, Ltd. | 4,191,077 | $3,491 萬 | 0.06% | +667,761+19.0% | 加碼 |
| Driehaus Capital Management LLC | 3,527,017 | $2,938 萬 | 0.35% | +3,391,193+2,496.8% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 3,466,947 | $2,888 萬 | 0.17% | −338,913−8.9% | 減碼 |
| Glynn Capital Management LLC | 3,235,075 | $2,695 萬 | 5.04% | −621,539−16.1% | 減碼 |
| Gemsstock Limited | 3,149,603 | $2,624 萬 | 9.74% | −349,402−10.0% | 減碼 |
| Bessemer Group Inc | 3,140,493 | $2,616 萬 | 0.05% | −264,990−7.8% | 減碼 |
| William Blair Investment Management, LLC | 3,031,475 | $2,525 萬 | 0.07% | +3,031,475 | 新進 |
| JGP Global Gestao de Recursos Ltda. | 2,977,959 | $2,481 萬 | 24.22% | +1,406,372+89.5% | 加碼 |
| Toroso Investments, LLC | 2,953,889 | $2,461 萬 | 0.59% | +1,146,052+63.4% | 加碼 |
| Rhumbline Advisers | 2,854,750 | $2,378 萬 | 0.02% | +16,484+0.6% | 加碼 |
| New York State Common Retirement Fund | 2,626,564 | $2,188 萬 | 0.03% | −619,997−19.1% | 減碼 |
| 1832 Asset Management L.P. | 2,537,800 | $2,114 萬 | 0.04% | +2,537,800 | 新進 |
| Caisse de Depot Et Placement du Quebec | 2,535,388 | $2,112 萬 | 0.05% | −198,169−7.2% | 減碼 |
| Ieq Capital, LLC | 2,346,997 | $1,955 萬 | 0.33% | +692,278+41.8% | 加碼 |