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。
2024 年第 1 季 13F 持有人
Nu Holdings Ltd. 在 2024/3/31 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
- 574
- 較 2023 年第 4 季 +81 家
- 持有股數
- 26.7 億
- 較 2023 年第 4 季 +4,854 萬 (+1.9%)
- 總市值
- $318.5 億
- 較 2023 年第 4 季 +$100.1 億 (+45.8%)
- 新進機構
- 150
- 另有 212 家加碼
- 清倉機構
- 69
- 另有 153 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SC US (TTGP), Ltd. | 251,944,626 | $30.1 億 | 22.21% | −375,680−0.1% | 減碼 |
| Capital Research Global Investors | 202,618,338 | $24.2 億 | 0.55% | +27,420,994+15.7% | 加碼 |
| Baillie Gifford & Co | 169,450,124 | $20.2 億 | 1.57% | +54,681,625+47.6% | 加碼 |
| Berkshire Hathaway Inc大師波克夏 | 107,118,784 | $12.8 億 | 0.39% | 00.0% | 不變 |
| WCM Investment Management, LLC | 99,965,627 | $11.9 億 | 2.83% | +92,015,719+1,157.4% | 加碼 |
| JPMorgan Chase & Co | 95,762,116 | $11.4 億 | 0.10% | −4,038,638−4.0% | 減碼 |
| Sands Capital Management, LLC | 88,565,044 | $10.6 億 | 2.96% | +3,344,383+3.9% | 加碼 |
| Jennison Associates LLC | 87,155,886 | $10.4 億 | 0.70% | +21,342,814+32.4% | 加碼 |
| Technology Crossover Management X, Ltd. | 69,726,810 | $8.32 億 | 87.22% | −17,431,702−20.0% | 減碼 |
| BlackRock Inc. | 69,398,173 | $8.28 億 | 0.02% | +3,532,154+5.4% | 加碼 |
| Morgan Stanley | 64,892,366 | $7.74 億 | 0.06% | +5,308,059+8.9% | 加碼 |
| Coatue Management LLC大師Coatue | 62,812,967 | $7.49 億 | 2.94% | −208,980−0.3% | 減碼 |
| Artisan Partners Limited Partnership | 53,423,699 | $6.37 億 | 0.93% | −702,703−1.3% | 減碼 |
| FMR LLC | 53,215,781 | $6.35 億 | 0.04% | +17,031,529+47.1% | 加碼 |
| Jane Street Group, LLC | 43,697,407 | $5.21 億 | 0.67% | +42,828,441+4,928.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 43,177,875 | $5.15 億 | 0.66% | −7,151,427−14.2% | 減碼 |
| FIL Ltd | 37,191,280 | $4.44 億 | 0.44% | −4,592,892−11.0% | 減碼 |
| Price T Rowe Associates Inc | 36,710,127 | $4.38 億 | 0.05% | −4,514,586−11.0% | 減碼 |
| Scge Management, L.P. | 33,500,000 | $4.00 億 | 7.57% | 00.0% | 不變 |
| State Street Corp | 29,446,305 | $3.51 億 | 0.02% | +1,197,297+4.2% | 加碼 |
| Dynamo Internacional Gestao de Recursos Ltda. | 28,196,937 | $3.36 億 | 57.11% | −259,151−0.9% | 減碼 |
| Atmos Capital Gestao de Recursos Ltda. | 27,434,842 | $3.27 億 | 39.92% | −4,158,531−13.2% | 減碼 |
| Invesco Ltd. | 26,990,524 | $3.22 億 | 0.07% | −7,111,987−20.9% | 減碼 |
| Whale Rock Capital Management LLC | 25,004,827 | $2.98 億 | 4.43% | +204,305+0.8% | 加碼 |
| Norges Bank | 24,197,736 | $2.89 億 | 0.05% | −956,415−3.8% | 減碼 |
| Capital International Investors | 24,139,751 | $2.88 億 | 0.06% | +21,798+0.1% | 加碼 |
| Advent International Corp | 23,774,907 | $2.84 億 | 4.98% | 00.0% | 不變 |
| Softbank Group Corp | 23,343,665 | $2.78 億 | 1.46% | +1,343,665+6.1% | 加碼 |
| Redpoint Management, LLC | 21,195,636 | $2.53 億 | 34.63% | −21,195,638−50.0% | 減碼 |
| Ribbit Management Company, LLC | 20,668,753 | $2.47 億 | 17.87% | −22,961,007−52.6% | 減碼 |
| Two Sigma Advisers, LP | 20,505,600 | $2.45 億 | 0.57% | +8,927,500+77.1% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 20,401,725 | $2.43 億 | 26.84% | −15,255,591−42.8% | 減碼 |
| Wasatch Advisors Inc | 18,828,865 | $2.25 億 | 1.17% | −5,120,349−21.4% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 18,433,113 | $2.20 億 | 1.20% | −2,169,591−10.5% | 減碼 |
| Two Sigma Investments, LP | 18,004,603 | $2.15 億 | 0.53% | +1,453,408+8.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 17,459,905 | $2.08 億 | 0.45% | +1,056,078+6.4% | 加碼 |
| SEI Investments Co | 15,383,853 | $1.84 億 | 0.27% | +255,442+1.7% | 加碼 |
| Renaissance Technologies LLC | 15,046,915 | $1.80 億 | 0.28% | −4,547,750−23.2% | 減碼 |
| Washington University | 14,408,196 | $1.72 億 | 63.58% | +591,346+4.3% | 加碼 |
| Nuveen Asset Management, LLC | 14,052,651 | $1.68 億 | 0.05% | +174,649+1.3% | 加碼 |
| Goldman Sachs Group Inc | 13,219,427 | $1.58 億 | 0.03% | +3,207,117+32.0% | 加碼 |
| Dragoneer Investment Group, LLC | 13,211,464 | $1.58 億 | 3.65% | −364,648−2.7% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 12,923,939 | $1.54 億 | 2.34% | −20,689,739−61.6% | 減碼 |
| Northern Trust Corp | 12,530,723 | $1.49 億 | 0.03% | +5,329,081+74.0% | 加碼 |
| BIT Capital GmbH | 12,125,946 | $1.45 億 | 12.78% | −9,280,714−43.4% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 12,053,051 | $1.44 億 | 2.79% | −2,275,537−15.9% | 減碼 |
| Sharp Capital Gestora de Recursos Ltda. | 11,419,299 | $1.36 億 | 55.66% | +539,029+5.0% | 加碼 |
| Geode Capital Management, LLC | 10,837,986 | $1.29 億 | 0.01% | +487,336+4.7% | 加碼 |
| Perpetual Ltd | 10,659,005 | $1.27 億 | 1.24% | −2,467,118−18.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,159,477 | $1.21 億 | 0.08% | +1,853,273+22.3% | 加碼 |
| Capital World Investors | 10,024,344 | $1.20 億 | 0.02% | −27,772−0.3% | 減碼 |
| American Century Companies Inc | 9,958,235 | $1.19 億 | 0.07% | +9,705,060+3,833.3% | 加碼 |
| Vanguard Group Inc | 9,593,217 | $1.14 億 | 0.00% | +343,114+3.7% | 加碼 |
| Susquehanna International Group, LLP | 9,514,196 | $1.14 億 | 0.17% | +7,458,083+362.7% | 加碼 |
| Nikko Asset Management Americas, Inc. | 9,484,794 | $1.13 億 | 1.12% | +1,853,273+24.3% | 加碼 |
| Kora Management LP | 9,327,000 | $1.11 億 | 23.04% | 00.0% | 不變 |
| Sands Capital Ventures, LLC | 9,155,661 | $1.09 億 | 26.34% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 8,675,683 | $1.04 億 | 0.38% | +6,427,811+286.0% | 加碼 |
| Axiom Investors LLC | 8,570,680 | $1.02 億 | 0.92% | −3,942,600−31.5% | 減碼 |
| Millennium Management LLC | 8,329,086 | $9,937 萬 | 0.08% | +1,278,337+18.1% | 加碼 |
| 1832 Asset Management L.P. | 8,028,600 | $9,578 萬 | 0.18% | +5,490,800+216.4% | 加碼 |
| Bamco Inc | 7,494,909 | $8,941 萬 | 0.24% | +179,839+2.5% | 加碼 |
| Coronation Fund Managers Ltd. | 7,355,079 | $8,775 萬 | 2.39% | −5,686,541−43.6% | 減碼 |
| Canada Pension Plan Investment Board | 7,203,390 | $8,594 萬 | 0.09% | −263,600−3.5% | 減碼 |
| SurgoCap Partners LP | 6,819,893 | $8,136 萬 | 4.37% | −3,130,815−31.5% | 減碼 |
| Avala Global LP | 6,737,491 | $8,038 萬 | 5.87% | +967,125+16.8% | 加碼 |
| Genesis Investment Management, LLP | 6,702,551 | $7,996 萬 | 16.68% | −3,113,511−31.7% | 減碼 |
| Absoluto Partners Gestao de Recursos Ltda | 6,545,646 | $7,809 萬 | 36.61% | +571,472+9.6% | 加碼 |
| Partners Group Holding AG | 6,453,438 | $7,699 萬 | 6.99% | −1,899,502−22.7% | 減碼 |
| Bank of America Corp | 6,401,062 | $7,636 萬 | 0.01% | −504,263−7.3% | 減碼 |
| Legal & General Group Plc | 5,991,936 | $7,148 萬 | 0.02% | +75,762+1.3% | 加碼 |
| TT International Asset Management LTD | 5,752,402 | $6,863 萬 | 6.49% | +5,752,402 | 新進 |
| Truxt Investmentos Ltda. | 5,550,835 | $6,622 萬 | 25.43% | −4,783,191−46.3% | 減碼 |
| Constellation Investimentos e Participacoes Ltda | 5,536,713 | $6,605 萬 | 27.30% | −1,994,992−26.5% | 減碼 |
| William Blair Investment Management, LLC | 5,331,545 | $6,361 萬 | 0.16% | +2,300,070+75.9% | 加碼 |
| Alta Park Capital, LP | 5,233,706 | $6,244 萬 | 6.77% | −450,073−7.9% | 減碼 |
| Comprehensive Financial Management LLC | 5,200,282 | $6,204 萬 | 2.01% | −236,299−4.3% | 減碼 |
| Sylebra Capital LLC | 5,054,959 | $6,031 萬 | 2.00% | +344,983+7.3% | 加碼 |
| Franklin Resources Inc | 4,800,161 | $5,727 萬 | 0.02% | +490,261+11.4% | 加碼 |
| Vista Wealth Management Group, LLC | 4,615,277 | $5,506 萬 | 4.17% | −532,936−10.4% | 減碼 |
| HRT Financial LP | 4,547,058 | $5,425 萬 | 0.33% | +2,310,529+103.3% | 加碼 |
| Ieq Capital, LLC | 4,493,133 | $5,360 萬 | 0.77% | +2,146,136+91.4% | 加碼 |
| Bank of New York Mellon Corp | 4,355,786 | $5,196 萬 | 0.01% | −36,866−0.8% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 4,338,572 | $5,176 萬 | 0.36% | +871,625+25.1% | 加碼 |
| California Public Employees Retirement System | 4,248,945 | $5,069 萬 | 0.04% | −107,457−2.5% | 減碼 |
| Alliancebernstein L.P. | 4,196,887 | $5,007 萬 | 0.02% | −679,006−13.9% | 減碼 |
| Dynamo Administracao de Recursos Ltda. | 4,188,340 | $4,997 萬 | 77.00% | −1,168,755−21.8% | 減碼 |
| Citadel Advisors LLC | 4,124,159 | $4,920 萬 | 0.05% | −4,292,853−51.0% | 減碼 |
| Russell Investments Group, Ltd. | 3,984,615 | $4,754 萬 | 0.08% | −206,462−4.9% | 減碼 |
| ThornTree Capital Partners LP | 3,942,782 | $4,704 萬 | 7.94% | −320,946−7.5% | 減碼 |
| Envestnet Asset Management Inc | 3,936,296 | $4,696 萬 | 0.02% | +3,632,657+1,196.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 3,268,775 | $3,900 萬 | 0.04% | −2,388,170−42.2% | 減碼 |
| Ameriprise Financial Inc | 3,215,551 | $3,836 萬 | 0.01% | +1,213,528+60.6% | 加碼 |
| Gemsstock Limited | 3,162,503 | $3,773 萬 | 14.24% | +12,900+0.4% | 加碼 |
| AlpInvest Partners B.V. | 3,051,691 | $3,641 萬 | 14.22% | −4,743,224−60.9% | 減碼 |
| Glynn Capital Management LLC | 3,005,176 | $3,585 萬 | 6.72% | −229,899−7.1% | 減碼 |
| UBS Group AG | 2,772,680 | $3,308 萬 | 0.01% | +2,210,432+393.1% | 加碼 |
| Bank of Montreal | 2,763,576 | $3,300 萬 | 0.02% | +1,710,091+162.3% | 加碼 |
| Marcho Partners LLP | 2,703,850 | $3,226 萬 | 9.49% | +2,703,850 | 新進 |
| Rhumbline Advisers | 2,571,303 | $3,068 萬 | 0.03% | −283,447−9.9% | 減碼 |