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 |
|---|---|---|---|---|---|
| Royal London Asset Management Ltd | 4,845,521 | $6,474 萬 | 0.12% | +93,028+2.0% | 加碼 |
| Antipodes Partners Ltd | 4,689,670 | $6,265 萬 | 1.15% | +496,718+11.8% | 加碼 |
| Ballentine Partners, LLC | 4,651,773 | $6,215 萬 | 0.76% | −17,153−0.4% | 減碼 |
| ThornTree Capital Partners LP | 4,584,775 | $6,125 萬 | 8.38% | +1,757,331+62.2% | 加碼 |
| Envestnet Asset Management Inc | 4,462,902 | $5,962 萬 | 0.01% | +377,819+9.2% | 加碼 |
| Strategy Capital LLC | 4,162,373 | $5,561 萬 | 3.43% | −122,263−2.9% | 減碼 |
| Nikko Asset Management Americas, Inc. | 3,969,976 | $5,304 萬 | 0.68% | −425,512−9.7% | 減碼 |
| Comprehensive Financial Management LLC | 3,854,648 | $5,150 萬 | 1.69% | 00.0% | 不變 |
| Quantinno Capital Management LP | 3,819,899 | $5,103 萬 | 0.06% | +340,224+9.8% | 加碼 |
| Aviva PLC | 3,711,782 | $4,959 萬 | 0.07% | +184,961+5.2% | 加碼 |
| Discovery Capital Management, LLC | 3,587,500 | $4,793 萬 | 1.99% | +1,345,800+60.0% | 加碼 |
| Allen Investment Management LLC | 3,543,361 | $4,734 萬 | 0.56% | −677,242−16.0% | 減碼 |
| New York State Common Retirement Fund | 3,431,749 | $4,585 萬 | 0.06% | −80,800−2.3% | 減碼 |
| Alta Park Capital, LP | 3,402,399 | $4,546 萬 | 4.22% | +310,318+10.0% | 加碼 |
| Crosslink Capital Inc | 3,383,667 | $4,521 萬 | 3.34% | +301,267+9.8% | 加碼 |
| Public Employees Retirement System of Ohio | 3,383,483 | $4,520 萬 | 0.13% | +424,834+14.4% | 加碼 |
| Rhumbline Advisers | 3,359,767 | $4,489 萬 | 0.03% | −128,138−3.7% | 減碼 |
| Partners Group Holding AG | 3,357,586 | $4,486 萬 | 3.06% | 00.0% | 不變 |
| Toroso Investments, LLC | 3,288,869 | $4,394 萬 | 0.11% | −76,022−2.3% | 減碼 |
| Dimensional Fund Advisors LP | 3,261,655 | $4,351 萬 | 0.01% | +2,962,866+991.6% | 加碼 |
| Senator Investment Group LP | 3,225,000 | $4,309 萬 | 1.57% | +775,000+31.6% | 加碼 |
| Nordea Investment Management AB | 3,273,859 | $4,292 萬 | 0.03% | +1,355,657+70.7% | 加碼 |
| Vanguard Capital Management LLC | 3,197,569 | $4,272 萬 | 0.00% | +301,646+10.4% | 加碼 |
| Milestones Administradora de Recursos Ltda. | 3,154,114 | $4,214 萬 | 8.14% | +350,950+12.5% | 加碼 |
| Public Sector Pension Investment Board | 2,968,200 | $3,966 萬 | 0.10% | +262,100+9.7% | 加碼 |
| Point72 Asset Management, L.P. | 2,923,878 | $3,906 萬 | 0.06% | +1,175,169+67.2% | 加碼 |
| NZS Capital, LLC | 2,902,887 | $3,878 萬 | 1.01% | −237,603−7.6% | 減碼 |
| Renaissance Technologies LLC | 2,828,056 | $3,778 萬 | 0.05% | −13,441,744−82.6% | 減碼 |
| Rokos Capital Management LLP | 2,810,589 | $3,756 萬 | 0.47% | +2,810,589 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,788,500 | $3,725 萬 | 0.05% | +2,788,500 | 新進 |
| Handelsbanken Fonder AB | 2,770,572 | $3,702 萬 | 0.11% | +146,764+5.6% | 加碼 |
| Andra AP-fonden | 2,736,700 | $3,656 萬 | 0.42% | +411,500+17.7% | 加碼 |
| DnB Asset Management AS | 2,709,523 | $3,620 萬 | 0.10% | +1,031,482+61.5% | 加碼 |
| Colony Group, LLC | 2,668,282 | $3,565 萬 | 0.04% | −188,246−6.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 2,656,267 | $3,549 萬 | 0.06% | −48,000−1.8% | 減碼 |
| L1 Capital Pty Ltd | 2,634,319 | $3,519 萬 | 1.18% | +504,153+23.7% | 加碼 |
| Life Cycle Investment Partners Ltd | 2,624,184 | $3,506 萬 | 0.16% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 2,615,567 | $3,494 萬 | 0.18% | +2,381,850+1,019.1% | 加碼 |
| Kinetic Partners Management, LP | 2,517,028 | $3,363 萬 | 0.80% | 00.0% | 不變 |
| Storebrand Asset Management AS | 2,488,954 | $3,325 萬 | 0.08% | +95,136+4.0% | 加碼 |
| SEB Asset Management AB | 2,468,302 | $3,298 萬 | 0.12% | +97,638+4.1% | 加碼 |
| Long Walk Management LP | 2,460,000 | $3,287 萬 | 7.46% | −480,000−16.3% | 減碼 |
| Ninety One North America, Inc. | 2,437,460 | $3,256 萬 | 1.53% | −145,886−5.6% | 減碼 |
| INCA Investments LLC | 2,418,354 | $3,231 萬 | 9.14% | +902,455+59.5% | 加碼 |
| Natixis Advisors, L.P. | 2,411,648 | $3,222 萬 | 0.04% | +1,308,052+118.5% | 加碼 |
| National Bank of Canada | 2,368,172 | $3,164 萬 | 0.03% | +1,954,750+472.8% | 加碼 |
| Lazard Asset Management LLC | 2,367,000 | $3,162 萬 | 0.05% | −381,533−13.9% | 減碼 |
| Investment House LLC | 2,306,445 | $3,081 萬 | 1.39% | −273,273−10.6% | 減碼 |
| Ci Investments Inc. | 2,294,373 | $3,065 萬 | 0.10% | −2,072,297−47.5% | 減碼 |
| National Philanthropic Trust | 2,262,556 | $3,023 萬 | 0.44% | −65,503−2.8% | 減碼 |
| Mariner, LLC | 2,257,385 | $3,016 萬 | 0.03% | −22,402−1.0% | 減碼 |
| Exchange Traded Concepts, LLC | 2,138,851 | $2,858 萬 | 0.14% | +495,008+30.1% | 加碼 |
| Salem Investment Counselors Inc | 2,108,268 | $2,817 萬 | 0.70% | −4,598−0.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 2,084,343 | $2,785 萬 | 0.10% | +34,450+1.7% | 加碼 |
| Trexquant Investment LP | 2,080,778 | $2,780 萬 | 0.17% | +1,146,176+122.6% | 加碼 |
| Nomura Asset Management Co Ltd | 2,078,937 | $2,777 萬 | 0.06% | +134,150+6.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,075,918 | $2,773 萬 | 0.03% | −143,103−6.4% | 減碼 |
| AustralianSuper Pty Ltd | 2,041,053 | $2,727 萬 | 0.12% | −336,885−14.2% | 減碼 |
| VR Advisory Services Ltd | 1,993,668 | $2,664 萬 | 2.36% | +993,668+99.4% | 加碼 |
| Alliancebernstein L.P. | 1,849,892 | $2,658 萬 | 0.01% | −4,185,123−69.3% | 減碼 |
| KBC Group NV | 1,983,424 | $2,650 萬 | 0.06% | +39,503+2.0% | 加碼 |
| IMC-Chicago, LLC | 1,976,287 | $2,640 萬 | 0.24% | +1,293,581+189.5% | 加碼 |
| Banco Santander, S.A. | 1,943,093 | $2,596 萬 | 0.16% | +1,057,089+119.3% | 加碼 |
| Untitled Investments LP | 1,892,822 | $2,529 萬 | 9.84% | +195,610+11.5% | 加碼 |
| California State Teachers Retirement System | 1,805,082 | $2,412 萬 | 0.02% | −2,911−0.2% | 減碼 |
| Octahedron Capital Management L.P. | 1,803,000 | $2,409 萬 | 12.33% | +119,000+7.1% | 加碼 |
| Abu Dhabi Investment Council Co P.J.S.C | 1,771,354 | $2,367 萬 | 3.31% | −6,451,109−78.5% | 減碼 |
| Azora Capital LP | 1,745,536 | $2,332 萬 | 0.98% | +1,074,423+160.1% | 加碼 |
| Allianz Asset Management GmbH | 1,714,374 | $2,290 萬 | 0.02% | +294,356+20.7% | 加碼 |
| Nixon Capital, LLC | 1,690,430 | $2,258 萬 | 7.20% | +2,763+0.2% | 加碼 |
| AMS Capital Ltda | 1,673,973 | $2,236 萬 | 7.69% | −998,176−37.4% | 減碼 |
| Credit Agricole S A | 1,650,671 | $2,205 萬 | 0.06% | +152,243+10.2% | 加碼 |
| Truxt Investmentos Ltda. | 1,633,453 | $2,182 萬 | 25.19% | −208,522−11.3% | 減碼 |
| MayTech Global Investments, LLC | 1,588,187 | $2,122 萬 | 2.36% | −94,251−5.6% | 減碼 |
| Warther Private Wealth, LLC | 1,554,089 | $2,076 萬 | 4.55% | +73,060+4.9% | 加碼 |
| Korea Investment CORP | 1,553,800 | $2,076 萬 | 0.04% | +183,700+13.4% | 加碼 |
| Unison Asset Management LLC | 1,550,846 | $2,072 萬 | 8.41% | +137,098+9.7% | 加碼 |
| Barings LLC | 1,491,372 | $1,992 萬 | 0.35% | +434,515+41.1% | 加碼 |
| Gemsstock Limited | 1,481,697 | $1,980 萬 | 6.44% | +178,076+13.7% | 加碼 |
| Treasurer of the State of North Carolina | 1,477,013 | $1,973 萬 | 0.05% | +44,940+3.1% | 加碼 |
| British Columbia Investment Management Corp | 1,442,500 | $1,927 萬 | 0.12% | −448,100−23.7% | 減碼 |
| Walleye Capital LLC | 1,419,824 | $1,897 萬 | 0.09% | +980,459+223.2% | 加碼 |
| Gotham Asset Management, LLC | 1,416,190 | $1,892 萬 | 0.04% | +1,416,190 | 新進 |
| Legend Capital Advisors LLC | 1,392,916 | $1,861 萬 | 10.13% | 00.0% | 不變 |
| Eurizon Capital SGR S.p.A. | 1,369,978 | $1,830 萬 | 0.05% | +254,484+22.8% | 加碼 |
| Two Sigma Investments, LP | 1,363,864 | $1,822 萬 | 0.01% | −7,811,063−85.1% | 減碼 |
| Comgest Global Investors S.A.S. | 1,345,251 | $1,797 萬 | 0.40% | +1,345,251 | 新進 |
| University of Illinois Foundation | 1,310,855 | $1,751 萬 | 3.13% | +343,845+35.6% | 加碼 |
| Bank of Montreal | 1,308,590 | $1,748 萬 | 0.01% | +120,254+10.1% | 加碼 |
| LPL Financial LLC | 1,291,450 | $1,725 萬 | 0.00% | +353,462+37.7% | 加碼 |
| Voya Investment Management LLC | 1,264,847 | $1,690 萬 | 0.01% | −1,195,053−48.6% | 減碼 |
| TB Capital Gestao de Recursos Ltda. | 1,256,844 | $1,679 萬 | 9.19% | +379,397+43.2% | 加碼 |
| Investment Management Associates Inc | 1,256,018 | $1,678 萬 | 4.26% | +182,401+17.0% | 加碼 |
| National Pension Service | 1,225,677 | $1,638 萬 | 0.01% | +353,752+40.6% | 加碼 |
| Cerity Partners LLC | 1,216,183 | $1,625 萬 | 0.02% | −28,664−2.3% | 減碼 |
| Asset Management One Co.,Ltd. | 1,188,236 | $1,587 萬 | 0.04% | +376,686+46.4% | 加碼 |
| AQR Capital Management LLC | 1,204,560 | $1,577 萬 | 0.01% | −225,785−15.8% | 減碼 |
| Man Group plc | 1,118,601 | $1,494 萬 | 0.03% | −6,982,114−86.2% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 1,071,519 | $1,432 萬 | 0.09% | −99,246−8.5% | 減碼 |
| Panagora Asset Management Inc | 1,055,045 | $1,410 萬 | 0.04% | +68,345+6.9% | 加碼 |