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 861 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 2 季 13F 持有人
Nu Holdings Ltd. 在 2025/6/30 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
- 784
- 較 2025 年第 1 季 +62 家
- 持有股數
- 27.7 億
- 較 2025 年第 1 季 −4,024 萬 (−1.4%)
- 總市值
- $378.5 億
- 較 2025 年第 1 季 +$91.2 億 (+31.7%)
- 新進機構
- 141
- 另有 323 家加碼
- 清倉機構
- 79
- 另有 228 家減碼
另有 11 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | 861 | $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 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 1,108,516 | $1,515 萬 | 0.01% | +138,303+14.3% | 加碼 |
| Loup Funds, LLC | 1,105,675 | $1,517 萬 | 6.00% | −153,823−12.2% | 減碼 |
| Gemsstock Limited | 1,130,469 | $1,551 萬 | 4.06% | +1,130,469 | 新進 |
| Capital International Inc | 1,131,884 | $1,553 萬 | 0.15% | +284,385+33.6% | 加碼 |
| HSBC Holdings PLC | 1,124,231 | $1,558 萬 | 0.01% | −393,401−25.9% | 減碼 |
| DnB Asset Management AS | 1,155,659 | $1,586 萬 | 0.07% | +105,674+10.1% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 1,173,675 | $1,610 萬 | 0.12% | −99,983−7.9% | 減碼 |
| Scge Management, L.P. | 1,176,507 | $1,614 萬 | 0.34% | −3,800,000−76.4% | 減碼 |
| Fred Alger Management, LLC | 1,185,135 | $1,626 萬 | 0.07% | +716,838+153.1% | 加碼 |
| Banco BTG Pactual S.A. | 1,244,592 | $1,708 萬 | 3.47% | +679,224+120.1% | 加碼 |
| Simplex Trading, LLC | 1,246,517 | $1,710 萬 | 0.46% | +806,594+183.3% | 加碼 |
| British Columbia Investment Management Corp | 1,247,400 | $1,711 萬 | 0.10% | −507,000−28.9% | 減碼 |
| Korea Investment CORP | 1,248,200 | $1,713 萬 | 0.04% | +9,400+0.8% | 加碼 |
| Unison Asset Management LLC | 1,275,969 | $1,751 萬 | 8.82% | +14,319+1.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,300,608 | $1,763 萬 | 0.04% | +387,724+42.5% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 1,291,109 | $1,771 萬 | 0.16% | −14,944−1.1% | 減碼 |
| Perpetual Ltd | 1,323,183 | $1,815 萬 | 0.21% | −331,298−20.0% | 減碼 |
| Senator Investment Group LP | 1,342,583 | $1,842 萬 | 0.71% | +1,342,583 | 新進 |
| Handelsbanken Fonder AB | 1,368,660 | $1,878 萬 | 0.07% | −18,500−1.3% | 減碼 |
| Thornburg Investment Management Inc | 1,376,676 | $1,889 萬 | 0.24% | −68,872−4.8% | 減碼 |
| Constellation Investimentos e Participacoes Ltda | 1,385,541 | $1,901 萬 | 34.05% | +615,812+80.0% | 加碼 |
| MayTech Global Investments, LLC | 1,433,124 | $1,920 萬 | 1.99% | +1,433,124 | 新進 |
| Bamco Inc | 1,428,409 | $1,960 萬 | 0.05% | +225,341+18.7% | 加碼 |
| University of Wisconsin Foundation | 1,431,951 | $1,965 萬 | 21.98% | 00.0% | 不變 |
| Barings LLC | 1,439,469 | $1,975 萬 | 0.46% | +518,913+56.4% | 加碼 |
| Avala Global LP | 1,460,300 | $2,004 萬 | 1.04% | −1,696,800−53.7% | 減碼 |
| Milestones Administradora de Recursos Ltda. | 1,484,000 | $2,036 萬 | 6.96% | +100,000+7.2% | 加碼 |
| Treasurer of the State of North Carolina | 1,491,469 | $2,046 萬 | 0.07% | +6,462+0.4% | 加碼 |
| California State Teachers Retirement System | 1,533,062 | $2,103 萬 | 0.02% | +217,972+16.6% | 加碼 |
| LTS One Management LP | 1,585,000 | $2,175 萬 | 5.25% | +910,000+134.8% | 加碼 |
| Point72 Asset Management, L.P. | 1,606,186 | $2,204 萬 | 0.05% | +1,606,186 | 新進 |
| Octahedron Capital Management L.P. | 1,608,000 | $2,206 萬 | 16.66% | +583,250+56.9% | 加碼 |
| Nixon Capital, LLC | 1,634,511 | $2,243 萬 | 7.30% | −27,967−1.7% | 減碼 |
| APG Asset Management N.V. | 2,077,772 | $2,429 萬 | 0.07% | +186,558+9.9% | 加碼 |
| Glynn Capital Management LLC | 1,819,015 | $2,496 萬 | 5.61% | −418,952−18.7% | 減碼 |
| Neuberger Berman Group LLC | 1,824,661 | $2,501 萬 | 0.02% | −1,950,670−51.7% | 減碼 |
| AustralianSuper Pty Ltd | 1,856,106 | $2,547 萬 | 0.13% | +1,742,238+1,530.1% | 加碼 |
| Long Walk Management LP | 1,860,000 | $2,552 萬 | 6.46% | −390,000−17.3% | 減碼 |
| INCA Investments LLC | 1,864,199 | $2,558 萬 | 9.93% | +840,558+82.1% | 加碼 |
| Storebrand Asset Management AS | 1,864,357 | $2,558 萬 | 0.07% | +211,982+12.8% | 加碼 |
| Nomura Asset Management Co Ltd | 1,866,783 | $2,561 萬 | 0.07% | +103,286+5.9% | 加碼 |
| Warther Private Wealth, LLC | 1,868,469 | $2,564 萬 | 6.72% | −171,672−8.4% | 減碼 |
| Exchange Traded Concepts, LLC | 1,885,440 | $2,587 萬 | 0.33% | +1,488,102+374.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 1,885,857 | $2,587 萬 | 0.10% | +334,290+21.5% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 1,902,966 | $2,611 萬 | 0.06% | +1,711,804+895.5% | 加碼 |
| Nwi Management LP | 2,000,000 | $2,744 萬 | 2.52% | +2,000,000 | 新進 |
| Two Sigma Advisers, LP | 2,103,100 | $2,885 萬 | 0.06% | +2,072,100+6,684.2% | 加碼 |
| Capitolis Liquid Global Markets LLC | 2,106,800 | $2,891 萬 | 0.21% | +2,106,800 | 新進 |
| AMS Capital Ltda | 2,116,902 | $2,904 萬 | 10.97% | +28,610+1.4% | 加碼 |
| Itau Unibanco Holding S.A. | 2,904,400 | $2,974 萬 | 1.13% | +2,904,400 | 新進 |
| Cubist Systematic Strategies, LLC | 2,182,016 | $2,994 萬 | 0.32% | +2,182,016 | 新進 |
| Evergreen Quality Fund GP, Ltd. | 2,260,800 | $3,102 萬 | 0.96% | +2,260,800 | 新進 |
| Lazard Asset Management LLC | 2,266,195 | $3,109 萬 | 0.04% | −22,368−1.0% | 減碼 |
| Fourth Sail Capital LP | 2,275,411 | $3,122 萬 | 6.46% | +2,275,411 | 新進 |
| Salem Investment Counselors Inc | 2,282,236 | $3,131 萬 | 0.99% | +1,0230.0% | 加碼 |
| Kinetic Partners Management, LP | 2,317,528 | $3,180 萬 | 1.74% | +2,317,528 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 2,319,643 | $3,183 萬 | 0.78% | +2,319,643 | 新進 |
| NZS Capital, LLC | 2,400,684 | $3,294 萬 | 1.12% | +399,220+19.9% | 加碼 |
| Aviva PLC | 2,432,978 | $3,338 萬 | 0.07% | +65,635+2.8% | 加碼 |
| Polen Capital Management LLC | 2,486,803 | $3,412 萬 | 0.10% | −482,978−16.3% | 減碼 |
| Andra AP-fonden | 2,487,100 | $3,412 萬 | 0.47% | +8000.0% | 加碼 |
| SVB Capital Management, LLC | 2,487,395 | $3,413 萬 | 54.38% | +675,374+37.3% | 加碼 |
| Antipodes Partners Ltd | 2,534,686 | $3,478 萬 | 1.08% | +2,501,647+7,571.8% | 加碼 |
| Marcho Partners LLP | 2,567,814 | $3,523 萬 | 13.85% | −1,348,195−34.4% | 減碼 |
| Investment House LLC | 2,597,716 | $3,564 萬 | 1.80% | +115,342+4.6% | 加碼 |
| USS Investment Management Ltd | 2,601,185 | $3,570 萬 | 0.22% | 00.0% | 不變 |
| Absoluto Partners Gestao de Recursos Ltda | 2,656,514 | $3,645 萬 | 25.70% | +1,701,234+178.1% | 加碼 |
| Man Group plc | 2,692,460 | $3,694 萬 | 0.08% | +2,601,991+2,876.1% | 加碼 |
| Public Sector Pension Investment Board | 2,709,900 | $3,718 萬 | 0.16% | 00.0% | 不變 |
| Atreides Management, LP | 2,744,184 | $3,765 萬 | 1.04% | +2,744,184 | 新進 |
| Dynamo Internacional Gestao de Recursos Ltda. | 2,757,015 | $3,783 萬 | 14.32% | −6,361,400−69.8% | 減碼 |
| ThornTree Capital Partners LP | 2,812,435 | $3,859 萬 | 6.42% | +192,187+7.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 2,821,238 | $3,871 萬 | 0.07% | +33,990+1.2% | 加碼 |
| Franklin Resources Inc | 2,947,254 | $4,044 萬 | 0.01% | −1,580,745−34.9% | 減碼 |
| Royal Bank of Canada | 3,078,283 | $4,223 萬 | 0.01% | +644,208+26.5% | 加碼 |
| Toroso Investments, LLC | 3,096,299 | $4,248 萬 | 0.28% | +265,844+9.4% | 加碼 |
| Driehaus Capital Management LLC | 3,140,324 | $4,309 萬 | 0.34% | +3,140,324 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,198,384 | $4,388 萬 | 0.04% | +197,700+6.6% | 加碼 |
| Spear Holdings RSC Ltd | 3,269,586 | $4,486 萬 | 3.28% | +3,269,586 | 新進 |
| Quadrature Capital Ltd | 3,311,134 | $4,545 萬 | 0.78% | +3,311,134 | 新進 |
| Jacobs Levy Equity Management, Inc | 3,335,714 | $4,577 萬 | 0.18% | +2,785,452+506.2% | 加碼 |
| Allen Investment Management LLC | 3,355,935 | $4,604 萬 | 0.50% | +414,830+14.1% | 加碼 |
| Envestnet Asset Management Inc | 3,368,242 | $4,621 萬 | 0.01% | +16,362+0.5% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 3,415,365 | $4,686 萬 | 1.20% | +3,415,365 | 新進 |
| Alua Capital Management LP | 3,489,501 | $4,788 萬 | 3.28% | +3,489,501 | 新進 |
| Rhumbline Advisers | 3,526,460 | $4,838 萬 | 0.04% | −544,265−13.4% | 減碼 |
| Sylebra Capital LLC | 3,555,632 | $4,878 萬 | 1.99% | 00.0% | 不變 |
| New York State Common Retirement Fund | 3,926,049 | $5,387 萬 | 0.07% | +2,124,000+117.9% | 加碼 |
| Nikko Asset Management Americas, Inc. | 3,986,096 | $5,469 萬 | 0.55% | −253,630−6.0% | 減碼 |
| Holocene Advisors, LP | 4,300,000 | $5,900 萬 | 0.15% | +4,300,000 | 新進 |
| Susquehanna International Group, LLP | 4,344,934 | $5,961 萬 | 0.09% | −101,118−2.3% | 減碼 |
| Alta Park Capital, LP | 4,356,799 | $5,978 萬 | 7.37% | +946,704+27.8% | 加碼 |
| Invesco Ltd. | 4,360,388 | $5,982 萬 | 0.01% | −7,730,875−63.9% | 減碼 |
| Comprehensive Financial Management LLC | 4,400,282 | $6,037 萬 | 1.68% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 4,447,307 | $6,100 萬 | 0.06% | +415,743+10.3% | 加碼 |
| Royal London Asset Management Ltd | 4,482,610 | $6,150 萬 | 0.14% | +60.0% | 加碼 |
| Sharp Capital Gestora de Recursos Ltda. | 4,486,944 | $6,156 萬 | 61.58% | +2,717,830+153.6% | 加碼 |
| Citigroup Inc | 4,508,089 | $6,185 萬 | 0.04% | −4,516,876−50.0% | 減碼 |
| ICONIQ Capital, LLC | 4,593,393 | $6,302 萬 | 1.06% | −19,018−0.4% | 減碼 |
| Ieq Capital, LLC | 4,848,221 | $6,652 萬 | 0.41% | +1,144,664+30.9% | 加碼 |