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。
2026 年第 1 季 13F 持有人
Nu Holdings Ltd. 在 2026/3/31 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
- 905
- 較 2025 年第 4 季 +39 家
- 持有股數
- 28.7 億
- 較 2025 年第 4 季 +6,453 萬 (+2.3%)
- 總市值
- $412.8 億
- 較 2025 年第 4 季 −$56.5 億 (−12.0%)
- 新進機構
- 139
- 另有 327 家加碼
- 清倉機構
- 100
- 另有 318 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 339,908,025 | $48.8 億 | 0.09% | +38,360,356+12.7% | 加碼 |
| Baillie Gifford & Co | 246,564,454 | $35.4 億 | 3.62% | −10,692,498−4.2% | 減碼 |
| Morgan Stanley | 141,628,383 | $20.4 億 | 0.12% | +20,277,682+16.7% | 加碼 |
| Capital Research Global Investors | 128,461,467 | $18.5 億 | 0.29% | −35,637,731−21.7% | 減碼 |
| State Street Corp | 93,023,623 | $13.4 億 | 0.05% | +1,478,872+1.6% | 加碼 |
| JPMorgan Chase & Co | 91,396,721 | $12.3 億 | 0.08% | +10,635,606+13.2% | 加碼 |
| FMR LLC | 73,219,488 | $10.5 億 | 0.06% | +4,071,873+5.9% | 加碼 |
| WCM Investment Management, LLC | 72,837,195 | $9.84 億 | 2.25% | −1,101,400−1.5% | 減碼 |
| Bank of America Corp | 45,966,932 | $6.61 億 | 0.05% | +3,656,945+8.6% | 加碼 |
| Price T Rowe Associates Inc | 43,718,199 | $6.28 億 | 0.07% | +1,116,113+2.6% | 加碼 |
| Technology Crossover Management X, Ltd. | 42,574,870 | $6.12 億 | 78.31% | 00.0% | 不變 |
| Lone Pine Capital LLC大師孤松資本 | 38,011,225 | $5.46 億 | 4.35% | +8,380,988+28.3% | 加碼 |
| Jennison Associates LLC | 35,850,092 | $5.15 億 | 0.35% | −3,520,699−8.9% | 減碼 |
| Larch Capital Partners LLC | 35,756,097 | $5.14 億 | 74.46% | −434,404−1.2% | 減碼 |
| Sands Capital Management, LLC | 34,342,221 | $4.93 億 | 1.94% | −10,081,674−22.7% | 減碼 |
| Goldman Sachs Group Inc | 33,735,425 | $4.85 億 | 0.06% | +1,3220.0% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 32,644,738 | $4.69 億 | 32.89% | −1,552,500−4.5% | 減碼 |
| Assenagon Asset Management S.A. | 32,535,091 | $4.68 億 | 0.75% | +4,944,618+17.9% | 加碼 |
| Legal & General Group Plc | 30,159,789 | $4.33 億 | 0.10% | +219,529+0.7% | 加碼 |
| Ribbit Management Company, LLC | 29,481,640 | $4.24 億 | 25.20% | +1,370,000+4.9% | 加碼 |
| Coatue Management LLC大師Coatue | 29,333,576 | $4.22 億 | 1.45% | −16,416,787−35.9% | 減碼 |
| Geode Capital Management, LLC | 27,783,236 | $3.97 億 | 0.02% | −424,799−1.5% | 減碼 |
| UBS Asset Management Americas Inc | 27,230,717 | $3.91 億 | 0.08% | +6,410,542+30.8% | 加碼 |
| Northern Trust Corp | 27,141,148 | $3.90 億 | 0.05% | −548,835−2.0% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 25,890,701 | $3.72 億 | 3.31% | +25,890,701 | 新進 |
| FIL Ltd | 23,889,965 | $3.43 億 | 0.27% | −1,815,415−7.1% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 22,444,311 | $3.23 億 | 3.75% | +10,729,747+91.6% | 加碼 |
| Squadra Investments - Gestao de Recursos Ltda. | 22,312,501 | $3.21 億 | 35.86% | +13,167,715+144.0% | 加碼 |
| Abu Dhabi Investment Council Co P.J.S.C | 8,222,463 | $3.16 億 | 32.67% | +8,222,463 | 新進 |
| Canada Pension Plan Investment Board | 21,249,411 | $3.05 億 | 0.20% | +1,581,049+8.0% | 加碼 |
| Ameriprise Financial Inc | 20,367,814 | $2.93 億 | 0.07% | −543,929−2.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 18,979,529 | $2.73 億 | 0.18% | +6,159,298+48.0% | 加碼 |
| Atmos Capital Gestao de Recursos Ltda. | 18,019,613 | $2.59 億 | 44.68% | +2,203,825+13.9% | 加碼 |
| Coronation Fund Managers Ltd. | 17,973,549 | $2.58 億 | 11.77% | +3,570,451+24.8% | 加碼 |
| Softbank Group Corp | 17,842,116 | $2.56 億 | 2.25% | 00.0% | 不變 |
| Renaissance Technologies LLC | 16,269,800 | $2.34 億 | 0.37% | −6,465,460−28.4% | 減碼 |
| Bank of Nova Scotia | 16,111,616 | $2.32 億 | 0.41% | +14,426,181+855.9% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 14,802,391 | $2.13 億 | 0.12% | −13,507,693−47.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 13,970,354 | $2.01 億 | 0.29% | +412,081+3.0% | 加碼 |
| a16z Perennial Management, L.P. | 13,858,300 | $1.99 億 | 16.57% | +109,900+0.8% | 加碼 |
| Amundi | 13,212,335 | $1.90 億 | 0.05% | −2,911,102−18.1% | 減碼 |
| Standard Life Aberdeen plc | 13,192,205 | $1.90 億 | 0.31% | −1,812,178−12.1% | 減碼 |
| Nuveen, LLC | 12,724,249 | $1.83 億 | 0.05% | −368,389−2.8% | 減碼 |
| William Blair Investment Management, LLC | 12,267,600 | $1.76 億 | 0.58% | −6,431,767−34.4% | 減碼 |
| Citigroup Inc | 11,635,551 | $1.67 億 | 0.11% | +2,388,005+25.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 11,234,499 | $1.61 億 | 0.68% | −399,115−3.4% | 減碼 |
| Palestra Capital Management LLC | 11,122,403 | $1.60 億 | 6.28% | +1,941,811+21.2% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 11,032,555 | $1.59 億 | 0.69% | 00.0% | 不變 |
| Vanguard Asset Management, Ltd | 10,811,052 | $1.55 億 | 0.13% | +10,811,052 | 新進 |
| Manning & Napier Advisors LLC | 10,667,236 | $1.53 億 | 2.16% | −712,438−6.3% | 減碼 |
| Washington University | 10,566,927 | $1.52 億 | 94.77% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 10,422,671 | $1.50 億 | 0.05% | +180,486+1.8% | 加碼 |
| Marshall Wace, LLP | 10,158,192 | $1.46 億 | 0.16% | −21,318,293−67.7% | 減碼 |
| Wasatch Advisors Inc | 10,051,556 | $1.44 億 | 0.96% | −155,099−1.5% | 減碼 |
| Vanguard Portfolio Management LLC | 10,028,109 | $1.44 億 | 0.01% | +10,028,109 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 9,883,819 | $1.42 億 | 0.35% | +1,929,683+24.3% | 加碼 |
| SurgoCap Partners LP | 9,866,060 | $1.42 億 | 4.73% | −654,335−6.2% | 減碼 |
| Barclays PLC | 9,640,171 | $1.39 億 | 0.05% | −214,861−2.2% | 減碼 |
| SEI Investments Co | 9,336,677 | $1.34 億 | 0.12% | +1,635,019+21.2% | 加碼 |
| Artisan Partners Limited Partnership | 9,335,931 | $1.34 億 | 0.22% | +973,976+11.6% | 加碼 |
| Two Sigma Investments, LP | 9,174,927 | $1.32 億 | 0.11% | −3,367,197−26.8% | 減碼 |
| Polar Capital Holdings Plc | 8,266,177 | $1.19 億 | 0.52% | +1,793,453+27.7% | 加碼 |
| Ninety One UK Ltd | 8,229,303 | $1.18 億 | 0.27% | +375,596+4.8% | 加碼 |
| Man Group plc | 8,100,715 | $1.16 億 | 0.24% | +570,779+7.6% | 加碼 |
| Foxhaven Asset Management, LP | 8,095,086 | $1.16 億 | 3.65% | +1,277,656+18.7% | 加碼 |
| Bank of New York Mellon Corp | 8,011,073 | $1.15 億 | 0.02% | +349,255+4.6% | 加碼 |
| SG Americas Securities, LLC | 7,964,591 | $1.14 億 | 0.13% | +7,351,167+1,198.4% | 加碼 |
| American Century Companies Inc | 7,949,960 | $1.14 億 | 0.06% | +780,035+10.9% | 加碼 |
| Russell Investments Group, Ltd. | 7,953,479 | $1.14 億 | 0.12% | −3,040,677−27.7% | 減碼 |
| HSBC Holdings PLC | 7,782,758 | $1.12 億 | 0.07% | +6,352,288+444.1% | 加碼 |
| Mawer Investment Management Ltd. | 7,703,576 | $1.11 億 | 0.72% | +3,117,856+68.0% | 加碼 |
| Capital International Investors | 7,310,842 | $1.05 億 | 0.02% | −693,981−8.7% | 減碼 |
| Advent International Corp | 7,292,793 | $1.05 億 | 2.47% | −1,704,666−18.9% | 減碼 |
| Driehaus Capital Management LLC | 7,288,282 | $1.05 億 | 0.77% | −417,775−5.4% | 減碼 |
| Kora Management LP | 7,265,000 | $1.04 億 | 14.88% | 00.0% | 不變 |
| Invesco Ltd. | 7,235,815 | $1.04 億 | 0.01% | +346,116+5.0% | 加碼 |
| Alliancebernstein L.P. | 6,035,015 | $1.01 億 | 0.03% | −902,645−13.0% | 減碼 |
| Qube Research & Technologies Ltd | 6,947,307 | $9,983 萬 | 0.14% | +1,041,465+17.6% | 加碼 |
| USS Investment Management Ltd | 6,854,145 | $9,853 萬 | 0.42% | +3,143,141+84.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 6,827,239 | $9,811 萬 | 0.06% | +164,094+2.5% | 加碼 |
| Sharp Capital Gestora de Recursos Ltda. | 6,648,600 | $9,543 萬 | 49.92% | +933,162+16.3% | 加碼 |
| Swiss National Bank | 6,558,513 | $9,425 萬 | 0.05% | −859,100−11.6% | 減碼 |
| Sands Capital Ventures, LLC | 6,537,769 | $9,395 萬 | 22.30% | −323,630−4.7% | 減碼 |
| Nwi Management LP | 6,201,400 | $8,911 萬 | 5.45% | +4,000,000+181.7% | 加碼 |
| Capital World Investors | 6,134,134 | $8,815 萬 | 0.01% | −4,314,083−41.3% | 減碼 |
| Perpetual Ltd | 6,014,970 | $8,644 萬 | 1.33% | +3,227,400+115.8% | 加碼 |
| California Public Employees Retirement System | 6,009,638 | $8,636 萬 | 0.05% | +104,664+1.8% | 加碼 |
| UBS Group AG | 5,863,559 | $8,426 萬 | 0.01% | −3,135,924−34.8% | 減碼 |
| Dynamo Internacional Gestao de Recursos Ltda. | 5,517,125 | $7,928 萬 | 29.77% | +4,806,348+676.2% | 加碼 |
| Orbis Allan Gray Ltd | 5,482,567 | $7,878 萬 | 0.33% | +1,558,863+39.7% | 加碼 |
| Holocene Advisors, LP | 5,455,774 | $7,840 萬 | 0.19% | −82,786−1.5% | 減碼 |
| Danske Bank A/S | 5,318,062 | $7,642 萬 | 0.18% | +243,330+4.8% | 加碼 |
| Avala Global LP | 4,965,100 | $7,135 萬 | 3.43% | −800,100−13.9% | 減碼 |
| Dragoneer Investment Group, LLC | 4,954,299 | $7,119 萬 | 2.37% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 4,849,798 | $6,969 萬 | 0.27% | −3,527,301−42.1% | 減碼 |
| Royal London Asset Management Ltd | 4,752,493 | $6,829 萬 | 0.14% | +252,675+5.6% | 加碼 |
| Ballentine Partners, LLC | 4,668,926 | $6,709 萬 | 0.93% | +4,647,451+21,641.2% | 加碼 |
| 1832 Asset Management L.P. | 4,611,965 | $6,627 萬 | 0.09% | −1,637,105−26.2% | 減碼 |
| Susquehanna International Group, LLP | 4,528,432 | $6,507 萬 | 0.08% | +3,238,390+251.0% | 加碼 |
| Pictet Asset Management Holding SA | 4,495,568 | $6,457 萬 | 0.07% | −250,368−5.3% | 減碼 |