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。
2025 年第 1 季 13F 持有人
Nu Holdings Ltd. 在 2025/3/31 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
- 733
- 較 2024 年第 4 季 +31 家
- 持有股數
- 28.1 億
- 較 2024 年第 4 季 −6,190 萬 (−2.2%)
- 總市值
- $288.1 億
- 較 2024 年第 4 季 −$10.1 億 (−3.4%)
- 新進機構
- 135
- 另有 316 家加碼
- 清倉機構
- 104
- 另有 199 家減碼
另有 9 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 274,026,450 | $28.1 億 | 0.06% | +17,307,280+6.7% | 加碼 |
| Baillie Gifford & Co | 265,160,474 | $27.2 億 | 2.37% | +40,181,132+17.9% | 加碼 |
| Capital Research Global Investors | 264,058,454 | $27.0 億 | 0.59% | +25,183,680+10.5% | 加碼 |
| JPMorgan Chase & Co | 134,659,132 | $13.8 億 | 0.11% | +23,046,628+20.6% | 加碼 |
| Morgan Stanley | 124,223,839 | $12.7 億 | 0.09% | +6,130,207+5.2% | 加碼 |
| SC US (TTGP), Ltd. | 109,190,574 | $11.2 億 | 10.57% | −125,141,430−53.4% | 減碼 |
| State Street Corp | 89,080,698 | $9.12 億 | 0.04% | +4,325,626+5.1% | 加碼 |
| WCM Investment Management, LLC | 76,982,469 | $7.97 億 | 2.05% | −1,168,882−1.5% | 減碼 |
| FMR LLC | 58,709,129 | $6.01 億 | 0.04% | −2,304,334−3.8% | 減碼 |
| Coatue Management LLC大師Coatue | 55,791,997 | $5.71 億 | 2.52% | −23,977,233−30.1% | 減碼 |
| Technology Crossover Management X, Ltd. | 55,781,448 | $5.71 億 | 83.48% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 54,435,568 | $5.57 億 | 0.07% | +10,785,851+24.7% | 加碼 |
| Sands Capital Management, LLC | 51,443,965 | $5.27 億 | 1.79% | −6,545,320−11.3% | 減碼 |
| Norges Bank | 40,961,462 | $4.19 億 | 0.06% | −2,258,852−5.2% | 減碼 |
| Geode Capital Management, LLC | 37,133,944 | $3.79 億 | 0.03% | +3,356,393+9.9% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 32,575,725 | $3.34 億 | 24.01% | +11,465,700+54.3% | 加碼 |
| Bank of America Corp | 31,783,979 | $3.25 億 | 0.03% | −5,699,333−15.2% | 減碼 |
| Jennison Associates LLC | 30,394,814 | $3.11 億 | 0.22% | −6,089,119−16.7% | 減碼 |
| Legal & General Group Plc | 28,551,157 | $2.92 億 | 0.08% | +1,644,772+6.1% | 加碼 |
| Northern Trust Corp | 27,869,591 | $2.85 億 | 0.04% | +2,373,500+9.3% | 加碼 |
| FIL Ltd | 27,289,553 | $2.79 億 | 0.27% | +2,627,480+10.7% | 加碼 |
| Ribbit Management Company, LLC | 27,061,625 | $2.77 億 | 28.41% | +1,817,872+7.2% | 加碼 |
| Whale Rock Capital Management LLC | 24,461,170 | $2.50 億 | 4.35% | +2,376,376+10.8% | 加碼 |
| UBS Asset Management Americas Inc | 21,830,023 | $2.24 億 | 0.06% | +2,597,714+13.5% | 加碼 |
| Nuveen, LLC | 21,613,015 | $2.21 億 | 0.07% | +21,613,015 | 新進 |
| Vanguard Group Inc | 21,270,594 | $2.18 億 | 0.00% | +1,660,565+8.5% | 加碼 |
| Softbank Group Corp | 21,009,299 | $2.15 億 | 0.73% | 00.0% | 不變 |
| Capital International Investors | 20,022,199 | $2.05 億 | 0.04% | +4,486,444+28.9% | 加碼 |
| Wasatch Advisors Inc | 19,506,483 | $2.00 億 | 1.11% | +5,926,717+43.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 17,865,477 | $1.83 億 | 0.36% | −3,179,494−15.1% | 減碼 |
| Canada Pension Plan Investment Board | 17,619,939 | $1.80 億 | 0.18% | +9,634,900+120.7% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 16,693,910 | $1.71 億 | 3.08% | +4,399,644+35.8% | 加碼 |
| Artisan Partners Limited Partnership | 16,151,656 | $1.65 億 | 0.27% | −17,215,343−51.6% | 減碼 |
| a16z Perennial Management, L.P. | 15,942,500 | $1.63 億 | 20.35% | +657,000+4.3% | 加碼 |
| Coronation Fund Managers Ltd. | 15,856,452 | $1.62 億 | 8.82% | +6,519,631+69.8% | 加碼 |
| Advent International Corp | 15,049,959 | $1.54 億 | 4.88% | +1,109,000+8.0% | 加碼 |
| Orbis Allan Gray Ltd | 14,722,930 | $1.51 億 | 0.86% | +14,722,930 | 新進 |
| UBS Group AG | 13,694,481 | $1.40 億 | 0.03% | −515,922−3.6% | 減碼 |
| Standard Life Aberdeen plc | 12,970,215 | $1.32 億 | 0.26% | −29,094−0.2% | 減碼 |
| Alliancebernstein L.P. | 12,817,769 | $1.31 億 | 0.05% | −5,252,739−29.1% | 減碼 |
| American Century Companies Inc | 12,423,661 | $1.27 億 | 0.08% | +810,013+7.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 12,358,111 | $1.27 億 | 0.09% | −467,898−3.6% | 減碼 |
| Ameriprise Financial Inc | 12,206,329 | $1.25 億 | 0.03% | +4,725,868+63.2% | 加碼 |
| Invesco Ltd. | 12,091,263 | $1.24 億 | 0.02% | −5,170,294−30.0% | 減碼 |
| Goldman Sachs Group Inc | 11,116,773 | $1.14 億 | 0.02% | −2,727,369−19.7% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 11,032,555 | $1.13 億 | 0.42% | +2,153,696+24.3% | 加碼 |
| SEI Investments Co | 10,838,295 | $1.11 億 | 0.14% | −2,780,375−20.4% | 減碼 |
| Redpoint Management, LLC | 10,597,818 | $1.09 億 | 39.24% | 00.0% | 不變 |
| Citadel Advisors LLC | 10,414,736 | $1.07 億 | 0.10% | +5,519,500+112.8% | 加碼 |
| Washington University | 10,408,196 | $1.07 億 | 96.16% | 00.0% | 不變 |
| Capital World Investors | 10,144,042 | $1.04 億 | 0.02% | +160,822+1.6% | 加碼 |
| Dragoneer Investment Group, LLC | 9,908,598 | $1.01 億 | 2.13% | 00.0% | 不變 |
| D1 Capital Partners L.P.大師D1 資本 | 9,803,000 | $1.00 億 | 1.54% | −5,082,000−34.1% | 減碼 |
| Bank of New York Mellon Corp | 9,145,692 | $9,365 萬 | 0.02% | +554,428+6.5% | 加碼 |
| Dynamo Internacional Gestao de Recursos Ltda. | 9,118,415 | $9,337 萬 | 31.62% | −290,810−3.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 9,113,878 | $9,333 萬 | 0.08% | −8,995,306−49.7% | 減碼 |
| Citigroup Inc | 9,024,965 | $9,242 萬 | 0.07% | −5,470,582−37.7% | 減碼 |
| Assenagon Asset Management S.A. | 8,711,779 | $8,921 萬 | 0.16% | −7,296,904−45.6% | 減碼 |
| Barclays PLC | 8,254,221 | $8,452 萬 | 0.04% | +7,141,978+642.1% | 加碼 |
| Amundi | 8,032,617 | $8,249 萬 | 0.03% | +284,776+3.7% | 加碼 |
| Fisher Asset Management, LLC | 7,306,866 | $7,482 萬 | 0.03% | +155,121+2.2% | 加碼 |
| Swiss National Bank | 7,249,913 | $7,424 萬 | 0.05% | +580,256+8.7% | 加碼 |
| Sands Capital Ventures, LLC | 7,164,355 | $7,336 萬 | 17.94% | +143,196+2.0% | 加碼 |
| Marshall Wace, LLP | 7,122,438 | $7,293 萬 | 0.10% | +4,098,751+135.6% | 加碼 |
| Public Investment Fund | 6,825,796 | $6,990 萬 | 0.36% | 00.0% | 不變 |
| Westfield Capital Management Co LP | 6,501,928 | $6,658 萬 | 0.32% | −70,030−1.1% | 減碼 |
| William Blair Investment Management, LLC | 6,288,910 | $6,440 萬 | 0.18% | +262,688+4.4% | 加碼 |
| Polar Capital Holdings Plc | 6,075,317 | $6,221 萬 | 0.39% | +704,907+13.1% | 加碼 |
| SurgoCap Partners LP | 5,701,787 | $5,839 萬 | 2.88% | −1,449,765−20.3% | 減碼 |
| Public Employees Retirement System of Ohio | 5,023,986 | $5,145 萬 | 0.19% | +347,274+7.4% | 加碼 |
| Scge Management, L.P. | 4,976,507 | $5,096 萬 | 1.47% | −3,671,493−42.5% | 減碼 |
| Partners Group Holding AG | 4,796,686 | $4,912 萬 | 2.06% | 00.0% | 不變 |
| Millennium Management LLC | 4,702,142 | $4,815 萬 | 0.05% | +4,587,550+4,003.4% | 加碼 |
| Vista Wealth Management Group, LLC | 4,682,782 | $4,795 萬 | 3.14% | −3150.0% | 減碼 |
| ICONIQ Capital, LLC | 4,612,411 | $4,723 萬 | 0.84% | +1,665,573+56.5% | 加碼 |
| Franklin Resources Inc | 4,527,999 | $4,637 萬 | 0.01% | +23,472+0.5% | 加碼 |
| Renaissance Technologies LLC | 4,497,300 | $4,605 萬 | 0.07% | −5,717,351−56.0% | 減碼 |
| Royal London Asset Management Ltd | 4,482,604 | $4,590 萬 | 0.11% | +540,282+13.7% | 加碼 |
| Russell Investments Group, Ltd. | 4,466,030 | $4,575 萬 | 0.06% | −846,424−15.9% | 減碼 |
| Susquehanna International Group, LLP | 4,446,052 | $4,553 萬 | 0.07% | +1,860,022+71.9% | 加碼 |
| Comprehensive Financial Management LLC | 4,400,282 | $4,506 萬 | 1.42% | 00.0% | 不變 |
| Nikko Asset Management Americas, Inc. | 4,239,726 | $4,341 萬 | 0.56% | −1,135,068−21.1% | 減碼 |
| Hamilton Lane Advisors LLC | 4,139,213 | $4,239 萬 | 36.45% | +4,139,213 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 4,093,852 | $4,192 萬 | 0.11% | +1,554,666+61.2% | 加碼 |
| Rhumbline Advisers | 4,070,725 | $4,168 萬 | 0.04% | −10,254−0.3% | 減碼 |
| Pictet Asset Management Holding SA | 4,031,564 | $4,128 萬 | 0.05% | +240,146+6.3% | 加碼 |
| Marcho Partners LLP | 3,916,009 | $4,010 萬 | 15.98% | +375,720+10.6% | 加碼 |
| Kora Management LP | 3,902,000 | $3,996 萬 | 5.23% | −749,000−16.1% | 減碼 |
| California Public Employees Retirement System | 3,847,685 | $3,940 萬 | 0.03% | −1,310,166−25.4% | 減碼 |
| Neuberger Berman Group LLC | 3,775,331 | $3,872 萬 | 0.03% | −665,603−15.0% | 減碼 |
| Ieq Capital, LLC | 3,703,557 | $3,792 萬 | 0.30% | −121,970−3.2% | 減碼 |
| Sylebra Capital LLC | 3,555,632 | $3,641 萬 | 1.83% | +1,201,449+51.0% | 加碼 |
| ValueAct Holdings, L.P.大師ValueAct 資本 | 3,416,200 | $3,498 萬 | 0.76% | +3,416,200 | 新進 |
| Alta Park Capital, LP | 3,410,095 | $3,492 萬 | 6.78% | −782,096−18.7% | 減碼 |
| Envestnet Asset Management Inc | 3,351,880 | $3,432 萬 | 0.01% | +123,630+3.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 3,349,060 | $3,429 萬 | 0.03% | −5,947,806−64.0% | 減碼 |
| Atmos Capital Gestao de Recursos Ltda. | 3,304,622 | $3,384 萬 | 7.11% | −1,301,661−28.3% | 減碼 |
| Avala Global LP | 3,157,100 | $3,233 萬 | 2.21% | −1,126,963−26.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,000,684 | $3,073 萬 | 0.03% | +495,800+19.8% | 加碼 |
| Azora Capital LP | 2,992,760 | $3,065 萬 | 2.08% | +2,992,760 | 新進 |