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 3 季 13F 持有人
Nu Holdings Ltd. 在 2025/9/30 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
- 802
- 較 2025 年第 2 季 +28 家
- 持有股數
- 27.7 億
- 較 2025 年第 2 季 +4,953 萬 (+1.8%)
- 總市值
- $442.7 億
- 較 2025 年第 2 季 +$70.6 億 (+19.0%)
- 新進機構
- 116
- 另有 350 家加碼
- 清倉機構
- 88
- 另有 240 家減碼
另有 10 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| IFM Investors Pty Ltd | 328,015 | $517.6 萬 | 0.05% | +211,357+181.2% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 323,630 | $518.1 萬 | 0.05% | +250,357+341.7% | 加碼 |
| BBR Partners, LLC | 325,095 | $520.5 萬 | 0.30% | +9,069+2.9% | 加碼 |
| Swiss Life Asset Management Ltd | 336,035 | $538.0 萬 | 0.03% | +93,277+38.4% | 加碼 |
| Aragon Global Management, LP | 337,300 | $540.0 萬 | 1.66% | +337,300 | 新進 |
| Allianz Asset Management GmbH | 340,992 | $545.9 萬 | 0.01% | +154,257+82.6% | 加碼 |
| National Philanthropic Trust | 346,404 | $554.6 萬 | 0.06% | +346,404 | 新進 |
| TB Capital Gestao de Recursos Ltda. | 350,034 | $560.4 萬 | 4.31% | +290,383+486.8% | 加碼 |
| Nishkama Capital, LLC | 365,500 | $585.2 萬 | 0.52% | +365,500 | 新進 |
| Group One Trading, L.P. | 365,817 | $585.7 萬 | 0.18% | −313,141−46.1% | 減碼 |
| L & S Advisors Inc | 376,880 | $603.4 萬 | 0.58% | +17,599+4.9% | 加碼 |
| State of Michigan Retirement System | 380,700 | $609.5 萬 | 0.03% | +380,700 | 新進 |
| Artemis Investment Management LLP | 382,567 | $612.5 萬 | 0.08% | −132,893−25.8% | 減碼 |
| Cederberg Capital Ltd | 382,900 | $613.0 萬 | 1.75% | +32,300+9.2% | 加碼 |
| Varma Mutual Pension Insurance Co | 383,900 | $614.6 萬 | 0.04% | 00.0% | 不變 |
| Campbell Capital Management Inc | 386,240 | $618.4 萬 | 2.38% | +180,240+87.5% | 加碼 |
| Thrivent Financial for Lutherans | 406,702 | $651.1 萬 | 0.01% | +192,427+89.8% | 加碼 |
| Baader Bank INC | 409,977 | $653.7 萬 | 0.54% | +8,687+2.2% | 加碼 |
| Hidden Lake Asset Management LP | 411,415 | $658.7 萬 | 2.63% | +411,415 | 新進 |
| Kids Capital Management, L.P. | 420,000 | $672.4 萬 | 5.31% | 00.0% | 不變 |
| Maxi Investments CY Ltd | 422,000 | $675.6 萬 | 1.40% | +422,000 | 新進 |
| Proem Advisors LLC | 425,614 | $681.4 萬 | 1.64% | +3,000+0.7% | 加碼 |
| Commonwealth Equity Services, LLC | 427,959 | $685.2 萬 | 0.01% | +27,810+6.9% | 加碼 |
| Silvercrest Asset Management Group LLC | 437,357 | $700.2 萬 | 0.05% | +13,059+3.1% | 加碼 |
| Erste Asset Management GmbH | 445,600 | $704.9 萬 | 0.07% | +345,600+345.6% | 加碼 |
| Entropy Technologies, LP | 443,029 | $709.3 萬 | 0.53% | +261,138+143.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 447,550 | $716.5 萬 | 0.01% | +447,550 | 新進 |
| Graham Capital Management, L.P. | 454,890 | $728.3 萬 | 0.27% | −537,019−54.1% | 減碼 |
| Charles Schwab Investment Management Inc | 466,562 | $747.0 萬 | 0.00% | +75,590+19.3% | 加碼 |
| ExodusPoint Capital Management, LP | 473,107 | $757.4 萬 | 0.11% | −482,485−50.5% | 減碼 |
| Teacher Retirement System of Texas | 482,003 | $771.7 萬 | 0.03% | +75,164+18.5% | 加碼 |
| Liontrust Investment Partners LLP | 483,546 | $774.2 萬 | 0.11% | +156,310+47.8% | 加碼 |
| Xponance, Inc. | 492,613 | $788.7 萬 | 0.06% | +35,065+7.7% | 加碼 |
| Banco BTG Pactual S.A. | 496,905 | $795.5 萬 | 1.16% | −747,687−60.1% | 減碼 |
| Investment Management Associates Inc | 498,340 | $797.8 萬 | 2.37% | +498,340 | 新進 |
| Jain Global LLC | 502,999 | $805.3 萬 | 0.10% | +406,238+419.8% | 加碼 |
| Calamos Wealth Management LLC | 506,031 | $810.2 萬 | 0.29% | 00.0% | 不變 |
| Ossiam | 510,894 | $817.9 萬 | 0.11% | +155,116+43.6% | 加碼 |
| Northside Capital Management, LLC | 512,727 | $820.9 萬 | 0.75% | −131,875−20.5% | 減碼 |
| La Banque Postale Asset Management SA | 515,183 | $824.8 萬 | 0.10% | −309,440−37.5% | 減碼 |
| Raymond James Financial Inc | 529,619 | $847.9 萬 | 0.00% | +38,989+7.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 544,401 | $871.6 萬 | 0.01% | −83,978−13.4% | 減碼 |
| Asset Management One Co.,Ltd. | 550,103 | $880.7 萬 | 0.03% | +37,046+7.2% | 加碼 |
| Utah Retirement Systems | 552,690 | $884.9 萬 | 0.09% | +20,838+3.9% | 加碼 |
| Metavasi Capital LP | 559,475 | $895.7 萬 | 3.18% | +85,000+17.9% | 加碼 |
| Premier Fund Managers Ltd | 563,200 | $898.0 萬 | 0.37% | +41,700+8.0% | 加碼 |
| ICONIQ Capital, LLC | 563,570 | $902.3 萬 | 0.11% | −4,029,823−87.7% | 減碼 |
| GCM Grosvenor Holdings, LLC | 567,590 | $908.7 萬 | 1.38% | −196,430−25.7% | 減碼 |
| Janus Henderson Group PLC | 569,764 | $912.1 萬 | 0.00% | +493,352+645.6% | 加碼 |
| Twinbeech Capital LP | 573,555 | $918.3 萬 | 0.36% | +254,290+79.6% | 加碼 |
| Kera Capital Partners, Inc. | 576,728 | $923.3 萬 | 1.38% | +46,093+8.7% | 加碼 |
| Fiera Capital Corp | 594,926 | $952.5 萬 | 0.03% | +110,346+22.8% | 加碼 |
| Carnegie Capital Asset Management, LLC | 596,183 | $954.5 萬 | 0.18% | −366,177−38.0% | 減碼 |
| Groupe la Francaise | 596,288 | $955.4 萬 | 0.13% | +405+0.1% | 加碼 |
| Explore Capital Management, LLC | 605,950 | $970.1 萬 | 6.00% | +6,250+1.0% | 加碼 |
| Point72 Asset Management, L.P. | 624,330 | $999.6 萬 | 0.02% | −981,856−61.1% | 減碼 |
| Ardsley Advisory Partners LP | 625,000 | $1,001 萬 | 1.53% | +125,000+25.0% | 加碼 |
| Creative Planning | 626,094 | $1,002 萬 | 0.01% | −45,391−6.8% | 減碼 |
| GFS Advisors, LLC | 628,205 | $1,006 萬 | 1.28% | −460,450−42.3% | 減碼 |
| Cerity Partners LLC | 628,911 | $1,007 萬 | 0.02% | +10,160+1.6% | 加碼 |
| Toronto Dominion Bank | 633,581 | $1,014 萬 | 0.02% | +633,581 | 新進 |
| General Equity Holdings LP | 634,400 | $1,016 萬 | 6.18% | +634,400 | 新進 |
| Jarislowsky, Fraser Ltd | 651,820 | $1,044 萬 | 0.06% | +2,580+0.4% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 654,165 | $1,047 萬 | 0.88% | +654,165 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 655,224 | $1,049 萬 | 0.05% | +71,933+12.3% | 加碼 |
| Engle Capital Management, L.P. | 662,796 | $1,061 萬 | 3.74% | −324,204−32.8% | 減碼 |
| Seldon Capital LP | 666,652 | $1,067 萬 | 3.75% | −280,000−29.6% | 減碼 |
| PDT Partners, LLC | 675,000 | $1,081 萬 | 0.68% | 00.0% | 不變 |
| Mawer Investment Management Ltd. | 676,400 | $1,083 萬 | 0.06% | +676,400 | 新進 |
| Stifel Financial Corp | 690,232 | $1,105 萬 | 0.01% | −9,711−1.4% | 減碼 |
| Discovery Capital Management, LLC | 691,500 | $1,107 萬 | 0.61% | +85,170+14.0% | 加碼 |
| JGP Global Gestao de Recursos Ltda. | 704,467 | $1,128 萬 | 6.58% | −64,452−8.4% | 減碼 |
| Mackenzie Financial Corp | 707,798 | $1,133 萬 | 0.01% | +219,097+44.8% | 加碼 |
| Pathstone Holdings, LLC | 715,266 | $1,145 萬 | 0.04% | +259,815+57.0% | 加碼 |
| HRT Financial LP | 724,118 | $1,159 萬 | 0.04% | −5,841,937−89.0% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 728,590 | $1,166 萬 | 0.11% | +113,005+18.4% | 加碼 |
| Dynamo Internacional Gestao de Recursos Ltda. | 729,715 | $1,168 萬 | 7.39% | −2,027,300−73.5% | 減碼 |
| Lord, Abbett & Co. LLC | 751,481 | $1,203 萬 | 0.04% | −113,519−13.1% | 減碼 |
| Ci Investments Inc. | 754,642 | $1,208 萬 | 0.04% | +754,642 | 新進 |
| KLP Kapitalforvaltning AS | 763,300 | $1,222 萬 | 0.05% | +39,900+5.5% | 加碼 |
| Prudential Financial Inc | 768,770 | $1,231 萬 | 0.01% | +365,129+90.5% | 加碼 |
| STRS Ohio | 788,530 | $1,262 萬 | 0.05% | +9,389+1.2% | 加碼 |
| Flossbach Von Storch AG | 800,000 | $1,281 萬 | 0.05% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 804,442 | $1,288 萬 | 0.02% | −3,540,492−81.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 814,219 | $1,304 萬 | 0.01% | +66,128+8.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 819,115 | $1,311 萬 | 0.03% | +61,609+8.1% | 加碼 |
| Danske Bank A/S | 825,100 | $1,321 萬 | 0.03% | +246,700+42.7% | 加碼 |
| Acadian Asset Management LLC | 826,280 | $1,322 萬 | 0.02% | +650,844+371.0% | 加碼 |
| National Pension Service | 827,126 | $1,324 萬 | 0.01% | +11,880+1.5% | 加碼 |
| Simplex Trading, LLC | 848,942 | $1,359 萬 | 0.30% | −397,575−31.9% | 減碼 |
| Jordan Park Group LLC | 1,958,842 | $1,368 萬 | 0.78% | +1,104,421+129.3% | 加碼 |
| Engineers Gate Manager LP | 858,355 | $1,374 萬 | 0.16% | −46,851−5.2% | 減碼 |
| Federated Hermes, Inc. | 871,415 | $1,395 萬 | 0.02% | −134,951−13.4% | 減碼 |
| Ravenswood Partners LP | 882,950 | $1,414 萬 | 4.47% | +882,950 | 新進 |
| Loup Funds, LLC | 891,896 | $1,428 萬 | 5.68% | −213,779−19.3% | 減碼 |
| Winton Group Ltd | 898,800 | $1,439 萬 | 0.54% | +861,644+2,319.0% | 加碼 |
| Resona Asset Management Co.,Ltd. | 907,648 | $1,452 萬 | 0.07% | +6,226+0.7% | 加碼 |
| Fred Alger Management, LLC | 911,511 | $1,459 萬 | 0.06% | −273,624−23.1% | 減碼 |
| Hosking Partners LLP | 913,303 | $1,462 萬 | 0.53% | +615,286+206.5% | 加碼 |
| HighTower Advisors, LLC | 914,611 | $1,464 萬 | 0.02% | +15,749+1.8% | 加碼 |