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 2 季 13F 持有人
Nu Holdings Ltd. 在 2024/6/30 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
- 608
- 較 2024 年第 1 季 +38 家
- 持有股數
- 28.1 億
- 較 2024 年第 1 季 +1.39 億 (+5.2%)
- 總市值
- $361.8 億
- 較 2024 年第 1 季 +$43.6 億 (+13.7%)
- 新進機構
- 103
- 另有 261 家加碼
- 清倉機構
- 65
- 另有 172 家減碼
另有 4 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SC US (TTGP), Ltd. | 251,304,177 | $32.4 億 | 26.13% | −640,449−0.3% | 減碼 |
| Capital Research Global Investors | 217,498,585 | $28.0 億 | 0.62% | +14,880,247+7.3% | 加碼 |
| Baillie Gifford & Co | 185,963,035 | $24.0 億 | 1.87% | +16,512,911+9.7% | 加碼 |
| Berkshire Hathaway Inc大師波克夏 | 107,118,784 | $13.8 億 | 0.49% | 00.0% | 不變 |
| JPMorgan Chase & Co | 105,011,557 | $13.5 億 | 0.12% | +9,249,441+9.7% | 加碼 |
| WCM Investment Management, LLC | 100,502,324 | $13.0 億 | 3.07% | +536,697+0.5% | 加碼 |
| BlackRock Inc. | 92,160,022 | $11.9 億 | 0.03% | +22,761,849+32.8% | 加碼 |
| Jennison Associates LLC | 90,319,420 | $11.6 億 | 0.75% | +3,163,534+3.6% | 加碼 |
| Sands Capital Management, LLC | 79,341,079 | $10.2 億 | 3.01% | −9,223,965−10.4% | 減碼 |
| Technology Crossover Management X, Ltd. | 69,726,810 | $8.99 億 | 88.68% | 00.0% | 不變 |
| Morgan Stanley | 60,268,730 | $7.77 億 | 0.06% | −4,623,636−7.1% | 減碼 |
| Coatue Management LLC大師Coatue | 59,142,605 | $7.62 億 | 2.97% | −3,670,362−5.8% | 減碼 |
| FMR LLC | 53,073,058 | $6.84 億 | 0.04% | −142,723−0.3% | 減碼 |
| Artisan Partners Limited Partnership | 51,622,848 | $6.65 億 | 1.01% | −1,800,851−3.4% | 減碼 |
| FIL Ltd | 39,411,567 | $5.08 億 | 0.50% | +2,220,287+6.0% | 加碼 |
| Millennium Management LLC | 39,192,266 | $5.05 億 | 0.42% | +30,863,180+370.5% | 加碼 |
| State Street Corp | 38,304,152 | $4.94 億 | 0.02% | +8,857,847+30.1% | 加碼 |
| Scge Management, L.P. | 36,709,000 | $4.73 億 | 9.25% | +3,209,000+9.6% | 加碼 |
| Price T Rowe Associates Inc | 36,277,568 | $4.68 億 | 0.06% | −432,559−1.2% | 減碼 |
| Norges Bank | 35,517,770 | $4.58 億 | 0.07% | +11,320,034+46.8% | 加碼 |
| Invesco Ltd. | 30,646,822 | $3.95 億 | 0.08% | +3,656,298+13.5% | 加碼 |
| Jane Street Group, LLC | 30,030,834 | $3.87 億 | 0.42% | −13,666,573−31.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 29,723,306 | $3.83 億 | 0.54% | −13,454,569−31.2% | 減碼 |
| Capital International Investors | 25,954,143 | $3.35 億 | 0.07% | +1,814,392+7.5% | 加碼 |
| Dynamo Internacional Gestao de Recursos Ltda. | 25,884,247 | $3.34 億 | 59.32% | −2,312,690−8.2% | 減碼 |
| Whale Rock Capital Management LLC | 24,445,252 | $3.15 億 | 4.47% | −559,575−2.2% | 減碼 |
| Softbank Group Corp | 23,343,665 | $3.01 億 | 1.51% | 00.0% | 不變 |
| Wasatch Advisors Inc | 21,595,893 | $2.78 億 | 1.49% | +2,767,028+14.7% | 加碼 |
| Advent International Corp | 21,524,907 | $2.77 億 | 6.63% | −2,250,000−9.5% | 減碼 |
| Redpoint Management, LLC | 21,195,636 | $2.73 億 | 43.39% | 00.0% | 不變 |
| Ribbit Management Company, LLC | 20,668,753 | $2.66 億 | 18.55% | 00.0% | 不變 |
| Atmos Capital Gestao de Recursos Ltda. | 19,948,866 | $2.57 億 | 36.04% | −7,485,976−27.3% | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 19,700,925 | $2.54 億 | 25.22% | −700,800−3.4% | 減碼 |
| SEI Investments Co | 18,927,977 | $2.44 億 | 0.35% | +3,544,124+23.0% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 18,433,113 | $2.38 億 | 1.10% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 18,213,408 | $2.35 億 | 0.21% | +14,944,633+457.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 18,148,836 | $2.34 億 | 0.50% | +688,931+3.9% | 加碼 |
| Nuveen Asset Management, LLC | 18,018,171 | $2.32 億 | 0.07% | +3,965,520+28.2% | 加碼 |
| American Century Companies Inc | 17,237,693 | $2.22 億 | 0.14% | +7,279,458+73.1% | 加碼 |
| Alliancebernstein L.P. | 16,867,459 | $2.17 億 | 0.08% | +12,670,572+301.9% | 加碼 |
| Two Sigma Advisers, LP | 16,222,400 | $2.09 億 | 0.47% | −4,283,200−20.9% | 減碼 |
| Geode Capital Management, LLC | 15,959,406 | $2.06 億 | 0.02% | +5,121,420+47.3% | 加碼 |
| a16z Perennial Management, L.P. | 15,378,500 | $1.98 億 | 21.21% | +15,378,500 | 新進 |
| D1 Capital Partners L.P.大師D1 資本 | 14,605,159 | $1.88 億 | 3.18% | +1,681,220+13.0% | 加碼 |
| Washington University | 14,408,196 | $1.86 億 | 84.53% | 00.0% | 不變 |
| Vanguard Group Inc | 14,001,781 | $1.80 億 | 0.00% | +4,408,564+46.0% | 加碼 |
| Northern Trust Corp | 13,461,814 | $1.74 億 | 0.03% | +931,091+7.4% | 加碼 |
| Dragoneer Investment Group, LLC | 13,211,464 | $1.70 億 | 3.25% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 12,024,465 | $1.55 億 | 0.03% | −1,194,962−9.0% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 11,905,229 | $1.53 億 | 2.91% | −147,822−1.2% | 減碼 |
| BIT Capital GmbH | 11,669,355 | $1.50 億 | 13.65% | −456,591−3.8% | 減碼 |
| Renaissance Technologies LLC | 11,597,153 | $1.49 億 | 0.25% | −3,449,762−22.9% | 減碼 |
| Standard Life Aberdeen plc | 10,705,625 | $1.38 億 | 0.26% | +9,912,682+1,250.1% | 加碼 |
| Susquehanna International Group, LLP | 10,342,665 | $1.33 億 | 0.23% | +828,469+8.7% | 加碼 |
| Capital World Investors | 10,009,917 | $1.29 億 | 0.02% | −14,427−0.1% | 減碼 |
| Two Sigma Investments, LP | 9,283,665 | $1.20 億 | 0.28% | −8,720,938−48.4% | 減碼 |
| Perpetual Ltd | 8,903,393 | $1.15 億 | 1.25% | −1,755,612−16.5% | 減碼 |
| 1832 Asset Management L.P. | 8,858,200 | $1.14 億 | 0.21% | +829,600+10.3% | 加碼 |
| Kora Management LP | 8,752,000 | $1.13 億 | 19.82% | −575,000−6.2% | 減碼 |
| Axiom Investors LLC | 8,155,480 | $1.05 億 | 0.92% | −415,200−4.8% | 減碼 |
| Legal & General Group Plc | 7,773,684 | $1.00 億 | 0.03% | +1,781,748+29.7% | 加碼 |
| SurgoCap Partners LP | 7,580,264 | $9,771 萬 | 5.72% | +760,371+11.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,525,553 | $9,700 萬 | 0.07% | −2,633,924−25.9% | 減碼 |
| Coronation Fund Managers Ltd. | 7,477,178 | $9,638 萬 | 5.56% | +122,099+1.7% | 加碼 |
| Sands Capital Ventures, LLC | 7,328,294 | $9,446 萬 | 31.64% | −1,827,367−20.0% | 減碼 |
| Jacobs Levy Equity Management, Inc | 7,067,554 | $9,110 萬 | 0.38% | +5,625,457+390.1% | 加碼 |
| Canada Pension Plan Investment Board | 6,771,590 | $8,729 萬 | 0.09% | −431,800−6.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 6,669,000 | $8,596 萬 | 0.52% | +4,166,762+166.5% | 加碼 |
| Sharp Capital Gestora de Recursos Ltda. | 6,595,668 | $8,502 萬 | 44.88% | −4,823,631−42.2% | 減碼 |
| Nikko Asset Management Americas, Inc. | 6,571,433 | $8,471 萬 | 0.98% | −2,913,361−30.7% | 減碼 |
| Avala Global LP | 6,447,450 | $8,311 萬 | 6.05% | −290,041−4.3% | 減碼 |
| Qube Research & Technologies Ltd | 6,395,823 | $8,244 萬 | 0.15% | +5,026,266+367.0% | 加碼 |
| Partners Group Holding AG | 6,316,290 | $8,142 萬 | 6.13% | −137,148−2.1% | 減碼 |
| Bank of New York Mellon Corp | 5,832,111 | $7,518 萬 | 0.01% | +1,476,325+33.9% | 加碼 |
| Absoluto Partners Gestao de Recursos Ltda | 5,507,746 | $7,099 萬 | 37.63% | −1,037,900−15.9% | 減碼 |
| California Public Employees Retirement System | 5,373,591 | $6,927 萬 | 0.05% | +1,124,646+26.5% | 加碼 |
| Bamco Inc | 5,302,925 | $6,835 萬 | 0.20% | −2,191,984−29.2% | 減碼 |
| William Blair Investment Management, LLC | 5,215,131 | $6,722 萬 | 0.18% | −116,414−2.2% | 減碼 |
| Comprehensive Financial Management LLC | 5,200,282 | $6,703 萬 | 2.36% | 00.0% | 不變 |
| Ameriprise Financial Inc | 5,048,665 | $6,508 萬 | 0.02% | +1,833,114+57.0% | 加碼 |
| Alta Park Capital, LP | 4,814,687 | $6,206 萬 | 8.14% | −419,019−8.0% | 減碼 |
| Franklin Resources Inc | 4,788,601 | $6,173 萬 | 0.02% | −11,560−0.2% | 減碼 |
| Bank of America Corp | 4,779,631 | $6,161 萬 | 0.01% | −1,621,431−25.3% | 減碼 |
| Vista Wealth Management Group, LLC | 4,560,031 | $5,878 萬 | 4.29% | −55,246−1.2% | 減碼 |
| Genesis Investment Management, LLP | 4,443,477 | $5,728 萬 | 11.26% | −2,259,074−33.7% | 減碼 |
| Jericho Capital Asset Management L.P. | 4,389,000 | $5,657 萬 | 1.70% | +4,389,000 | 新進 |
| Russell Investments Group, Ltd. | 4,352,106 | $5,610 萬 | 0.09% | +367,491+9.2% | 加碼 |
| Constellation Investimentos e Participacoes Ltda | 4,246,495 | $5,474 萬 | 27.26% | −1,290,218−23.3% | 減碼 |
| Envestnet Asset Management Inc | 4,216,693 | $5,435 萬 | 0.02% | +280,397+7.1% | 加碼 |
| Westfield Capital Management Co LP | 4,159,431 | $5,362 萬 | 0.26% | +4,159,431 | 新進 |
| Polar Capital Holdings Plc | 4,148,172 | $5,347 萬 | 0.32% | +2,723,994+191.3% | 加碼 |
| Ieq Capital, LLC | 4,145,400 | $5,343 萬 | 0.72% | −347,733−7.7% | 減碼 |
| Truxt Investmentos Ltda. | 4,077,460 | $5,256 萬 | 33.45% | −1,473,375−26.5% | 減碼 |
| Public Investment Fund | 3,802,480 | $4,901 萬 | 0.28% | +2,625,500+223.1% | 加碼 |
| Rhumbline Advisers | 3,691,348 | $4,758 萬 | 0.04% | +1,120,045+43.6% | 加碼 |
| ThornTree Capital Partners LP | 3,566,605 | $4,597 萬 | 7.83% | −376,177−9.5% | 減碼 |
| Sylebra Capital LLC | 3,563,651 | $4,594 萬 | 1.70% | −1,491,308−29.5% | 減碼 |
| Vontobel Holding Ltd. | 3,529,869 | $4,550 萬 | 0.15% | +3,490,673+8,905.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 2,972,034 | $3,831 萬 | 0.30% | +1,131,754+61.5% | 加碼 |
| Glynn Capital Management LLC | 2,919,083 | $3,763 萬 | 7.59% | −86,093−2.9% | 減碼 |