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 2 季 13F 持有人
Nu Holdings Ltd. 在 2026/6/30 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
- 860
- 較 2026 年第 1 季 −34 家
- 持有股數
- 28.9 億
- 較 2026 年第 1 季 +2,249 萬 (+0.8%)
- 總市值
- $385.4 億
- 較 2026 年第 1 季 −$27.0 億 (−6.5%)
- 新進機構
- 102
- 另有 338 家加碼
- 清倉機構
- 136
- 另有 311 家減碼
另有 11 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 | 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 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| VR Advisory Services Ltd | 1,993,668 | $2,664 萬 | 2.36% | +993,668+99.4% | 加碼 |
| AustralianSuper Pty Ltd | 2,041,053 | $2,727 萬 | 0.12% | −336,885−14.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,075,918 | $2,773 萬 | 0.03% | −143,103−6.4% | 減碼 |
| Nomura Asset Management Co Ltd | 2,078,937 | $2,777 萬 | 0.06% | +134,150+6.9% | 加碼 |
| Trexquant Investment LP | 2,080,778 | $2,780 萬 | 0.17% | +1,146,176+122.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 2,084,343 | $2,785 萬 | 0.10% | +34,450+1.7% | 加碼 |
| Salem Investment Counselors Inc | 2,108,268 | $2,817 萬 | 0.70% | −4,598−0.2% | 減碼 |
| Exchange Traded Concepts, LLC | 2,138,851 | $2,858 萬 | 0.14% | +495,008+30.1% | 加碼 |
| Mariner, LLC | 2,257,385 | $3,016 萬 | 0.03% | −22,402−1.0% | 減碼 |
| National Philanthropic Trust | 2,262,556 | $3,023 萬 | 0.44% | −65,503−2.8% | 減碼 |
| Ci Investments Inc. | 2,294,373 | $3,065 萬 | 0.10% | −2,072,297−47.5% | 減碼 |
| Investment House LLC | 2,306,445 | $3,081 萬 | 1.39% | −273,273−10.6% | 減碼 |
| Lazard Asset Management LLC | 2,367,000 | $3,162 萬 | 0.05% | −381,533−13.9% | 減碼 |
| National Bank of Canada | 2,368,172 | $3,164 萬 | 0.03% | +1,954,750+472.8% | 加碼 |
| Natixis Advisors, L.P. | 2,411,648 | $3,222 萬 | 0.04% | +1,308,052+118.5% | 加碼 |
| INCA Investments LLC | 2,418,354 | $3,231 萬 | 9.14% | +902,455+59.5% | 加碼 |
| Ninety One North America, Inc. | 2,437,460 | $3,256 萬 | 1.53% | −145,886−5.6% | 減碼 |
| Long Walk Management LP | 2,460,000 | $3,287 萬 | 7.46% | −480,000−16.3% | 減碼 |
| SEB Asset Management AB | 2,468,302 | $3,298 萬 | 0.12% | +97,638+4.1% | 加碼 |
| Storebrand Asset Management AS | 2,488,954 | $3,325 萬 | 0.08% | +95,136+4.0% | 加碼 |
| Kinetic Partners Management, LP | 2,517,028 | $3,363 萬 | 0.80% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 2,615,567 | $3,494 萬 | 0.18% | +2,381,850+1,019.1% | 加碼 |
| Life Cycle Investment Partners Ltd | 2,624,184 | $3,506 萬 | 0.16% | 00.0% | 不變 |
| L1 Capital Pty Ltd | 2,634,319 | $3,519 萬 | 1.18% | +504,153+23.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 2,656,267 | $3,549 萬 | 0.06% | −48,000−1.8% | 減碼 |
| Colony Group, LLC | 2,668,282 | $3,565 萬 | 0.04% | −188,246−6.6% | 減碼 |
| DnB Asset Management AS | 2,709,523 | $3,620 萬 | 0.10% | +1,031,482+61.5% | 加碼 |
| Andra AP-fonden | 2,736,700 | $3,656 萬 | 0.42% | +411,500+17.7% | 加碼 |
| Handelsbanken Fonder AB | 2,770,572 | $3,702 萬 | 0.11% | +146,764+5.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,788,500 | $3,725 萬 | 0.05% | +2,788,500 | 新進 |
| Rokos Capital Management LLP | 2,810,589 | $3,756 萬 | 0.47% | +2,810,589 | 新進 |
| Renaissance Technologies LLC | 2,828,056 | $3,778 萬 | 0.05% | −13,441,744−82.6% | 減碼 |
| NZS Capital, LLC | 2,902,887 | $3,878 萬 | 1.01% | −237,603−7.6% | 減碼 |
| Point72 Asset Management, L.P. | 2,923,878 | $3,906 萬 | 0.06% | +1,175,169+67.2% | 加碼 |
| Public Sector Pension Investment Board | 2,968,200 | $3,966 萬 | 0.10% | +262,100+9.7% | 加碼 |
| Milestones Administradora de Recursos Ltda. | 3,154,114 | $4,214 萬 | 8.14% | +350,950+12.5% | 加碼 |
| Vanguard Capital Management LLC | 3,197,569 | $4,272 萬 | 0.00% | +301,646+10.4% | 加碼 |
| Nordea Investment Management AB | 3,273,859 | $4,292 萬 | 0.03% | +1,355,657+70.7% | 加碼 |
| Senator Investment Group LP | 3,225,000 | $4,309 萬 | 1.57% | +775,000+31.6% | 加碼 |
| Dimensional Fund Advisors LP | 3,261,655 | $4,351 萬 | 0.01% | +2,962,866+991.6% | 加碼 |
| Toroso Investments, LLC | 3,288,869 | $4,394 萬 | 0.11% | −76,022−2.3% | 減碼 |
| Partners Group Holding AG | 3,357,586 | $4,486 萬 | 3.06% | 00.0% | 不變 |
| Rhumbline Advisers | 3,359,767 | $4,489 萬 | 0.03% | −128,138−3.7% | 減碼 |
| Public Employees Retirement System of Ohio | 3,383,483 | $4,520 萬 | 0.13% | +424,834+14.4% | 加碼 |
| Crosslink Capital Inc | 3,383,667 | $4,521 萬 | 3.34% | +301,267+9.8% | 加碼 |
| Alta Park Capital, LP | 3,402,399 | $4,546 萬 | 4.22% | +310,318+10.0% | 加碼 |
| New York State Common Retirement Fund | 3,431,749 | $4,585 萬 | 0.06% | −80,800−2.3% | 減碼 |
| Allen Investment Management LLC | 3,543,361 | $4,734 萬 | 0.56% | −677,242−16.0% | 減碼 |
| Discovery Capital Management, LLC | 3,587,500 | $4,793 萬 | 1.99% | +1,345,800+60.0% | 加碼 |
| Aviva PLC | 3,711,782 | $4,959 萬 | 0.07% | +184,961+5.2% | 加碼 |
| Quantinno Capital Management LP | 3,819,899 | $5,103 萬 | 0.06% | +340,224+9.8% | 加碼 |
| Comprehensive Financial Management LLC | 3,854,648 | $5,150 萬 | 1.69% | 00.0% | 不變 |
| Nikko Asset Management Americas, Inc. | 3,969,976 | $5,304 萬 | 0.68% | −425,512−9.7% | 減碼 |
| Strategy Capital LLC | 4,162,373 | $5,561 萬 | 3.43% | −122,263−2.9% | 減碼 |
| Envestnet Asset Management Inc | 4,462,902 | $5,962 萬 | 0.01% | +377,819+9.2% | 加碼 |
| ThornTree Capital Partners LP | 4,584,775 | $6,125 萬 | 8.38% | +1,757,331+62.2% | 加碼 |
| Ballentine Partners, LLC | 4,651,773 | $6,215 萬 | 0.76% | −17,153−0.4% | 減碼 |
| Antipodes Partners Ltd | 4,689,670 | $6,265 萬 | 1.15% | +496,718+11.8% | 加碼 |
| Royal London Asset Management Ltd | 4,845,521 | $6,474 萬 | 0.12% | +93,028+2.0% | 加碼 |
| Clearbridge Investments, LLC | 4,855,606 | $6,487 萬 | 0.05% | +447,492+10.2% | 加碼 |
| Pictet Asset Management Holding SA | 4,900,947 | $6,547 萬 | 0.06% | +405,379+9.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,936,530 | $6,595 萬 | 0.04% | +770,671+18.5% | 加碼 |
| Dragoneer Investment Group, LLC | 4,954,299 | $6,619 萬 | 2.34% | 00.0% | 不變 |
| C WorldWide Group Holding A/S | 4,973,457 | $6,645 萬 | 1.60% | +4,587,432+1,188.4% | 加碼 |
| SG Americas Securities, LLC | 5,022,698 | $6,710 萬 | 0.04% | −2,941,893−36.9% | 減碼 |
| American Century Companies Inc | 5,235,175 | $6,994 萬 | 0.03% | −2,714,785−34.1% | 減碼 |
| Danske Bank A/S | 5,401,876 | $7,217 萬 | 0.14% | +83,814+1.6% | 加碼 |
| Capital International Investors | 5,422,624 | $7,245 萬 | 0.01% | −1,888,218−25.8% | 減碼 |
| Wellington Management Group LLP | 5,432,803 | $7,258 萬 | 0.01% | +1,175,269+27.6% | 加碼 |
| Bamco Inc | 5,597,914 | $7,479 萬 | 0.11% | +2,068,263+58.6% | 加碼 |
| Absoluto Partners Gestao de Recursos Ltda | 5,633,566 | $7,526 萬 | 87.94% | +1,387,640+32.7% | 加碼 |
| Invesco Ltd. | 5,771,785 | $7,711 萬 | 0.01% | −1,464,030−20.2% | 減碼 |
| Capital World Investors | 6,087,429 | $8,133 萬 | 0.01% | −46,705−0.8% | 減碼 |
| Dynamo Internacional Gestao de Recursos Ltda. | 6,419,224 | $8,576 萬 | 36.33% | +902,099+16.4% | 加碼 |
| USS Investment Management Ltd | 6,448,677 | $8,619 萬 | 0.34% | −405,468−5.9% | 減碼 |
| Russell Investments Group, Ltd. | 6,535,332 | $8,722 萬 | 0.08% | −1,418,147−17.8% | 減碼 |
| California Public Employees Retirement System | 6,654,957 | $8,891 萬 | 0.05% | +645,319+10.7% | 加碼 |
| Sharp Capital Gestora de Recursos Ltda. | 6,714,484 | $8,971 萬 | 62.26% | +65,884+1.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 6,766,542 | $9,040 萬 | 0.05% | −60,697−0.9% | 減碼 |
| Swiss National Bank | 7,028,013 | $9,389 萬 | 0.05% | +469,500+7.2% | 加碼 |
| Nwi Management LP | 7,039,000 | $9,404 萬 | 6.01% | +837,600+13.5% | 加碼 |
| Holocene Advisors, LP | 7,052,718 | $9,422 萬 | 0.22% | +1,596,944+29.3% | 加碼 |
| Perpetual Ltd | 7,094,372 | $9,478 萬 | 1.35% | +1,079,402+17.9% | 加碼 |
| Sands Capital Ventures, LLC | 7,094,952 | $9,479 萬 | 15.45% | +557,183+8.5% | 加碼 |
| SEI Investments Co | 7,150,182 | $9,553 萬 | 0.08% | −2,186,495−23.4% | 減碼 |
| Mawer Investment Management Ltd. | 7,155,847 | $9,560 萬 | 0.65% | −547,729−7.1% | 減碼 |
| Kora Management LP | 7,265,000 | $9,706 萬 | 11.51% | 00.0% | 不變 |
| William Blair Investment Management, LLC | 7,596,051 | $1.01 億 | 0.31% | −4,671,549−38.1% | 減碼 |
| Polar Capital Holdings Plc | 7,703,636 | $1.03 億 | 0.29% | −562,541−6.8% | 減碼 |
| Spear Holdings RSC Ltd | 7,934,797 | $1.06 億 | 6.32% | +7,395,667+1,371.8% | 加碼 |
| PBCay One RSC Ltd | 7,934,798 | $1.06 億 | 6.32% | +7,395,668+1,371.8% | 加碼 |
| SurgoCap Partners LP | 8,000,728 | $1.07 億 | 3.46% | −1,865,332−18.9% | 減碼 |
| HSBC Holdings PLC | 8,095,233 | $1.08 億 | 0.05% | +312,475+4.0% | 加碼 |
| Advent International Corp | 8,204,793 | $1.10 億 | 0.62% | +912,000+12.5% | 加碼 |
| Driehaus Capital Management LLC | 8,314,486 | $1.11 億 | 0.64% | +1,026,204+14.1% | 加碼 |
| Bank of New York Mellon Corp | 8,403,366 | $1.12 億 | 0.02% | +392,293+4.9% | 加碼 |
| Standard Life Aberdeen plc | 8,588,364 | $1.15 億 | 0.16% | −4,603,841−34.9% | 減碼 |
| Foxhaven Asset Management, LP | 8,715,386 | $1.16 億 | 3.12% | +620,300+7.7% | 加碼 |
| Aquamarine Financial (Cayman) Ltd | 8,977,636 | $1.20 億 | 6.62% | +7,977,636+797.8% | 加碼 |
| Marshall Wace, LLP | 9,100,321 | $1.22 億 | 0.10% | −1,057,871−10.4% | 減碼 |