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 |
|---|---|---|---|---|---|
| Allen Investment Management LLC | 4,035,297 | $6,461 萬 | 0.72% | +679,362+20.2% | 加碼 |
| Public Employees Retirement System of Ohio | 4,025,286 | $6,444 萬 | 0.20% | −1,203,304−23.0% | 減碼 |
| Driehaus Capital Management LLC | 4,016,759 | $6,431 萬 | 0.46% | +876,435+27.9% | 加碼 |
| Nwi Management LP | 4,000,900 | $6,405 萬 | 6.33% | +2,000,900+100.0% | 加碼 |
| Comprehensive Financial Management LLC | 3,854,648 | $6,171 萬 | 1.71% | −545,634−12.4% | 減碼 |
| Rhumbline Advisers | 3,653,949 | $5,850 萬 | 0.05% | +127,489+3.6% | 加碼 |
| Toroso Investments, LLC | 3,600,009 | $5,764 萬 | 0.24% | +503,710+16.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,566,494 | $5,710 萬 | 0.04% | +368,110+11.5% | 加碼 |
| Aviva PLC | 3,520,997 | $5,637 萬 | 0.10% | +1,088,019+44.7% | 加碼 |
| Antipodes Partners Ltd | 3,492,217 | $5,591 萬 | 1.25% | +957,531+37.8% | 加碼 |
| Moore Capital Management, LP | 3,462,251 | $5,543 萬 | 1.10% | +3,462,251 | 新進 |
| Long Walk Management LP | 3,430,000 | $5,491 萬 | 11.10% | +1,570,000+84.4% | 加碼 |
| Evergreen Quality Fund GP, Ltd. | 3,423,240 | $5,481 萬 | 1.22% | +1,162,440+51.4% | 加碼 |
| USS Investment Management Ltd | 3,308,124 | $5,295 萬 | 0.25% | +706,939+27.2% | 加碼 |
| Quantinno Capital Management LP | 3,203,883 | $5,129 萬 | 0.14% | +2,273,076+244.2% | 加碼 |
| Envestnet Asset Management Inc | 3,195,158 | $5,115 萬 | 0.01% | −173,084−5.1% | 減碼 |
| Sylebra Capital LLC | 3,186,526 | $5,102 萬 | 2.82% | −369,106−10.4% | 減碼 |
| Absoluto Partners Gestao de Recursos Ltda | 3,166,186 | $5,069 萬 | 36.56% | +509,672+19.2% | 加碼 |
| NZS Capital, LLC | 3,038,126 | $4,864 萬 | 1.49% | +637,442+26.6% | 加碼 |
| Voya Investment Management LLC | 2,954,977 | $4,731 萬 | 0.05% | +2,516,046+573.2% | 加碼 |
| Franklin Resources Inc | 2,948,594 | $4,721 萬 | 0.01% | +1,3400.0% | 加碼 |
| DnB Asset Management AS | 2,832,135 | $4,534 萬 | 0.17% | +1,676,476+145.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 2,780,517 | $4,452 萬 | 0.08% | −40,721−1.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,753,477 | $4,408 萬 | 0.04% | +2,272,482+472.5% | 加碼 |
| Public Sector Pension Investment Board | 2,732,700 | $4,375 萬 | 0.16% | +22,800+0.8% | 加碼 |
| Wellington Management Group LLP | 2,730,214 | $4,371 萬 | 0.01% | +2,058,140+306.2% | 加碼 |
| ThornTree Capital Partners LP | 2,724,091 | $4,361 萬 | 6.68% | −88,344−3.1% | 減碼 |
| Andra AP-fonden | 2,701,400 | $4,325 萬 | 0.55% | +214,300+8.6% | 加碼 |
| Azora Capital LP | 2,607,082 | $4,174 萬 | 1.93% | −2,827,994−52.0% | 減碼 |
| Investment House LLC | 2,556,819 | $4,093 萬 | 1.94% | −40,897−1.6% | 減碼 |
| Citadel Advisors LLC | 2,529,081 | $4,049 萬 | 0.03% | −11,194,295−81.6% | 減碼 |
| Atreides Management, LP | 2,509,389 | $4,018 萬 | 1.04% | −234,795−8.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 2,418,500 | $3,872 萬 | 0.12% | +2,214,865+1,087.7% | 加碼 |
| Mariner, LLC | 2,397,826 | $3,839 萬 | 0.05% | +2,080,413+655.4% | 加碼 |
| Exchange Traded Concepts, LLC | 2,360,833 | $3,780 萬 | 0.36% | +475,393+25.2% | 加碼 |
| Kinetic Partners Management, LP | 2,317,528 | $3,710 萬 | 1.80% | 00.0% | 不變 |
| Ninety One North America, Inc. | 2,249,382 | $3,601 萬 | 1.63% | +2,249,382 | 新進 |
| Nordea Investment Management AB | 2,184,031 | $3,431 萬 | 0.03% | +2,184,031 | 新進 |
| Salem Investment Counselors Inc | 2,139,452 | $3,425 萬 | 0.98% | −142,784−6.3% | 減碼 |
| Balyasny Asset Management LLC | 2,105,345 | $3,371 萬 | 0.07% | −4,474,898−68.0% | 減碼 |
| Storebrand Asset Management AS | 2,101,569 | $3,365 萬 | 0.09% | +237,212+12.7% | 加碼 |
| First Trust Advisors LP | 2,088,465 | $3,344 萬 | 0.02% | +1,987,555+1,969.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 2,069,304 | $3,313 萬 | 0.12% | +183,447+9.7% | 加碼 |
| Untitled Investments LP | 1,979,677 | $3,169 萬 | 8.56% | +1,979,677 | 新進 |
| Senator Investment Group LP | 1,960,202 | $3,138 萬 | 1.16% | +617,619+46.0% | 加碼 |
| Nomura Asset Management Co Ltd | 1,948,799 | $3,120 萬 | 0.08% | +82,016+4.4% | 加碼 |
| AustralianSuper Pty Ltd | 1,886,019 | $3,020 萬 | 0.14% | +29,913+1.6% | 加碼 |
| Milestones Administradora de Recursos Ltda. | 1,867,614 | $2,990 萬 | 10.47% | +383,614+25.9% | 加碼 |
| AQR Capital Management LLC | 1,890,000 | $2,990 萬 | 0.02% | +781,484+70.5% | 加碼 |
| Walleye Capital LLC | 1,818,326 | $2,911 萬 | 0.24% | +857,061+89.2% | 加碼 |
| Marcho Partners LLP | 1,804,900 | $2,890 萬 | 11.61% | −762,914−29.7% | 減碼 |
| AMS Capital Ltda | 1,792,553 | $2,870 萬 | 11.74% | −324,349−15.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,768,472 | $2,828 萬 | 0.07% | +467,864+36.0% | 加碼 |
| Bamco Inc | 1,738,774 | $2,784 萬 | 0.07% | +310,365+21.7% | 加碼 |
| Octahedron Capital Management L.P. | 1,726,000 | $2,763 萬 | 15.71% | +118,000+7.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 1,685,645 | $2,699 萬 | 0.65% | −633,998−27.3% | 減碼 |
| MayTech Global Investments, LLC | 1,672,709 | $2,678 萬 | 2.79% | +239,585+16.7% | 加碼 |
| Neuberger Berman Group LLC | 1,630,824 | $2,611 萬 | 0.02% | −193,837−10.6% | 減碼 |
| Nixon Capital, LLC | 1,628,806 | $2,608 萬 | 7.93% | −5,705−0.3% | 減碼 |
| California State Teachers Retirement System | 1,609,897 | $2,577 萬 | 0.03% | +76,835+5.0% | 加碼 |
| Barings LLC | 1,586,267 | $2,540 萬 | 0.48% | +146,798+10.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,573,365 | $2,519 萬 | 0.02% | −3,664,608−70.0% | 減碼 |
| HSBC Holdings PLC | 1,574,553 | $2,482 萬 | 0.01% | +450,322+40.1% | 加碼 |
| APG Asset Management N.V. | 1,817,254 | $2,476 萬 | 0.07% | −260,518−12.5% | 減碼 |
| Polen Capital Management LLC | 1,541,162 | $2,467 萬 | 0.08% | −945,641−38.0% | 減碼 |
| Treasurer of the State of North Carolina | 1,503,966 | $2,408 萬 | 0.07% | +12,497+0.8% | 加碼 |
| Aquatic Capital Management LLC | 1,501,227 | $2,403 萬 | 0.45% | +1,184,296+373.7% | 加碼 |
| INCA Investments LLC | 1,491,607 | $2,388 萬 | 10.99% | −372,592−20.0% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 1,491,029 | $2,387 萬 | 0.04% | −411,937−21.6% | 減碼 |
| Handelsbanken Fonder AB | 1,464,548 | $2,345 萬 | 0.07% | +95,888+7.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 1,458,900 | $2,335 萬 | 0.09% | +872,564+148.8% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 1,454,180 | $2,328 萬 | 0.59% | −1,961,185−57.4% | 減碼 |
| University of Wisconsin Foundation | 1,431,951 | $2,293 萬 | 19.41% | 00.0% | 不變 |
| Lazard Asset Management LLC | 1,431,147 | $2,291 萬 | 0.03% | −835,048−36.8% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 1,407,648 | $2,254 萬 | 0.13% | +233,973+19.9% | 加碼 |
| Glynn Capital Management LLC | 1,392,414 | $2,229 萬 | 7.04% | −426,601−23.5% | 減碼 |
| Quadrature Capital Ltd | 1,389,572 | $2,224 萬 | 0.26% | −1,921,562−58.0% | 減碼 |
| Truxt Investmentos Ltda. | 1,385,745 | $2,219 萬 | 31.12% | +1,385,745 | 新進 |
| Trexquant Investment LP | 1,385,350 | $2,218 萬 | 0.23% | +1,385,350 | 新進 |
| Cubist Systematic Strategies, LLC | 1,356,037 | $2,171 萬 | 0.31% | −825,979−37.9% | 減碼 |
| Bank of Montreal | 1,331,896 | $2,132 萬 | 0.01% | +905,923+212.7% | 加碼 |
| Warther Private Wealth, LLC | 1,327,019 | $2,125 萬 | 5.03% | −541,450−29.0% | 減碼 |
| Constellation Investimentos e Participacoes Ltda | 1,324,373 | $2,120 萬 | 45.40% | −61,168−4.4% | 減碼 |
| Perpetual Ltd | 1,323,183 | $2,118 萬 | 0.26% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 1,320,800 | $2,115 萬 | 0.12% | +73,400+5.9% | 加碼 |
| Korea Investment CORP | 1,317,500 | $2,109 萬 | 0.04% | +69,300+5.6% | 加碼 |
| Unison Asset Management LLC | 1,282,794 | $2,054 萬 | 9.60% | +6,825+0.5% | 加碼 |
| National Bank of Canada | 1,282,366 | $2,053 萬 | 0.02% | +992,819+342.9% | 加碼 |
| Credit Agricole S A | 1,266,535 | $2,028 萬 | 0.07% | +1,266,535 | 新進 |
| Absolute Gestao de Investimentos Ltda. | 1,250,747 | $2,002 萬 | 2.65% | +1,250,747 | 新進 |
| Thornburg Investment Management Inc | 1,191,386 | $1,907 萬 | 0.25% | −185,290−13.5% | 減碼 |
| Natixis Advisors, L.P. | 1,134,352 | $1,816 萬 | 0.03% | +66,872+6.3% | 加碼 |
| Hamilton Lane Advisors LLC | 1,126,488 | $1,804 萬 | 10.37% | +1,126,488 | 新進 |
| Capital International Inc | 1,009,886 | $1,617 萬 | 0.13% | −121,998−10.8% | 減碼 |
| LTS One Management LP | 1,000,000 | $1,601 萬 | 5.70% | −585,000−36.9% | 減碼 |
| Dynamo Administracao de Recursos Ltda. | 991,524 | $1,587 萬 | 85.82% | −7,506−0.8% | 減碼 |
| Wells Fargo & Company | 962,572 | $1,541 萬 | 0.00% | +136,208+16.5% | 加碼 |
| LPL Financial LLC | 952,601 | $1,525 萬 | 0.00% | +163,363+20.7% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 942,969 | $1,510 萬 | 0.12% | −348,140−27.0% | 減碼 |
| TD Asset Management Inc | 930,512 | $1,490 萬 | 0.01% | −147,858−13.7% | 減碼 |