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 |
|---|---|---|---|---|---|
| GFS Advisors, LLC | 955,675 | $1,382 萬 | 1.58% | +318,908+50.1% | 加碼 |
| University of Wisconsin Foundation | 1,026,765 | $1,372 萬 | 10.86% | 00.0% | 不變 |
| Jupiter Topco LLC | 1,022,103 | $1,366 萬 | 0.01% | +1,022,103 | 新進 |
| LTS One Management LP | 1,017,000 | $1,359 萬 | 5.69% | +77,000+8.2% | 加碼 |
| Citadel Advisors LLC | 1,001,721 | $1,338 萬 | 0.01% | −2,788,536−73.6% | 減碼 |
| Ravenswood Partners LP | 972,044 | $1,299 萬 | 4.15% | +82,938+9.3% | 加碼 |
| Capital International Inc | 948,824 | $1,268 萬 | 0.09% | −31,995−3.3% | 減碼 |
| Banco BTG Pactual S.A. | 939,839 | $1,256 萬 | 1.67% | +699,096+290.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 939,093 | $1,255 萬 | 0.02% | +51,474+5.8% | 加碼 |
| Verde Servicos Internacionais S.A. | 934,210 | $1,248 萬 | 4.57% | +35,800+4.0% | 加碼 |
| KLP Kapitalforvaltning AS | 931,400 | $1,244 萬 | 0.04% | +99,300+11.9% | 加碼 |
| Royal Bank of Canada | 929,301 | $1,242 萬 | 0.00% | −188,103−16.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 928,276 | $1,240 萬 | 0.09% | +12,458+1.4% | 加碼 |
| Hosking Partners LLP | 911,678 | $1,218 萬 | 0.40% | +27,431+3.1% | 加碼 |
| HighTower Advisors, LLC | 890,159 | $1,189 萬 | 0.01% | −21,656−2.4% | 減碼 |
| TB Alternative Assets Ltd. | 889,639 | $1,189 萬 | 1.91% | +889,639 | 新進 |
| Resona Asset Management Co.,Ltd. | 885,367 | $1,179 萬 | 0.06% | +9,892+1.1% | 加碼 |
| Wells Fargo & Company | 875,492 | $1,170 萬 | 0.00% | +106,870+13.9% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 873,746 | $1,167 萬 | 0.06% | +864,396+9,244.9% | 加碼 |
| Groupe la Francaise | 872,703 | $1,167 萬 | 0.14% | +291,553+50.2% | 加碼 |
| Group One Trading, L.P. | 867,767 | $1,159 萬 | 0.33% | +867,767 | 新進 |
| Liontrust Investment Partners LLP | 863,541 | $1,154 萬 | 0.17% | +863,541 | 新進 |
| BTG Pactual Asset Management US LLC | 844,478 | $1,138 萬 | 0.85% | +330,601+64.3% | 加碼 |
| Vanguard Fiduciary Trust Co | 847,957 | $1,133 萬 | 0.00% | −30,130−3.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 827,162 | $1,105 萬 | 0.01% | −77,323−8.5% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 831,599 | $1,094 萬 | 0.21% | +738,699+795.2% | 加碼 |
| Mackenzie Financial Corp | 814,472 | $1,088 萬 | 0.01% | +93,317+12.9% | 加碼 |
| Kapitalo Investimentos Ltda | 811,923 | $1,085 萬 | 0.85% | +115,882+16.6% | 加碼 |
| Thornburg Investment Management Inc | 811,444 | $1,084 萬 | 0.10% | −28,759−3.4% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 803,067 | $1,073 萬 | 0.46% | +364,724+83.2% | 加碼 |
| Stifel Financial Corp | 802,606 | $1,072 萬 | 0.01% | +18,341+2.3% | 加碼 |
| Tredje AP-fonden | 772,840 | $1,033 萬 | 0.05% | 00.0% | 不變 |
| Squarepoint Ops LLC | 752,999 | $1,006 萬 | 0.02% | −558,537−42.6% | 減碼 |
| Polen Capital Management LLC | 752,747 | $1,006 萬 | 0.09% | −464,491−38.2% | 減碼 |
| 683 Capital Management, LLC | 750,000 | $1,002 萬 | 0.92% | +750,000 | 新進 |
| Vanguard Investments Australia, Ltd. | 747,025 | $998.0 萬 | 0.02% | +49,492+7.1% | 加碼 |
| Pale Fire Capital SE | 735,954 | $983.2 萬 | 0.70% | +735,954 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 731,032 | $976.6 萬 | 0.01% | −812,124−52.6% | 減碼 |
| Dnca Finance | 716,050 | $956.6 萬 | 0.46% | +172,050+31.6% | 加碼 |
| Metavasi Capital LP | 710,228 | $948.9 萬 | 3.69% | +430,753+154.1% | 加碼 |
| 71 West Capital Partners | 709,637 | $948.1 萬 | 0.33% | +10,150+1.5% | 加碼 |
| Ieq Capital, LLC | 703,804 | $940.3 萬 | 0.04% | −3,594,756−83.6% | 減碼 |
| Optiver Holding B.V. | 701,854 | $937.7 萬 | 0.13% | +582,754+489.3% | 加碼 |
| CenterBook Partners LP | 695,796 | $929.6 萬 | 0.46% | +450,081+183.2% | 加碼 |
| State of Michigan Retirement System | 692,800 | $925.6 萬 | 0.04% | +152,000+28.1% | 加碼 |
| LTS Liquid Investments LLC | 692,132 | $924.7 萬 | 4.95% | −36,567−5.0% | 減碼 |
| STRS Ohio | 678,090 | $905.9 萬 | 0.03% | −42,313−5.9% | 減碼 |
| Ardsley Advisory Partners LP | 675,000 | $900.5 萬 | 0.98% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 666,932 | $891.0 萬 | 0.03% | +232,393+53.5% | 加碼 |
| Pathstone Holdings, LLC | 664,720 | $888.1 萬 | 0.03% | +26,216+4.1% | 加碼 |
| Creative Planning | 644,045 | $860.4 萬 | 0.01% | +68,057+11.8% | 加碼 |
| Axxion S.A. | 640,001 | $855.0 萬 | 0.61% | +640,001 | 新進 |
| 1832 Asset Management L.P. | 617,030 | $824.4 萬 | 0.01% | −3,994,935−86.6% | 減碼 |
| Parkwood LLC | 614,705 | $821.2 萬 | 0.59% | −359,292−36.9% | 減碼 |
| Raymond James Financial Inc | 604,638 | $807.8 萬 | 0.00% | +148,520+32.6% | 加碼 |
| Vident Advisory, LLC | 593,306 | $792.7 萬 | 0.06% | +239,923+67.9% | 加碼 |
| Penserra Capital Management LLC | 586,379 | $783.3 萬 | 0.06% | +58,829+11.2% | 加碼 |
| Loup Funds, LLC | 584,989 | $781.5 萬 | 3.55% | +58,423+11.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 583,533 | $779.6 萬 | 0.00% | −2,832,570−82.9% | 減碼 |
| General Equity Holdings LP | 582,400 | $778.1 萬 | 4.65% | +60,000+11.5% | 加碼 |
| TD Asset Management Inc | 581,084 | $776.3 萬 | 0.01% | −109,166−15.8% | 減碼 |
| Xponance, Inc. | 580,829 | $776.0 萬 | 0.05% | +833+0.1% | 加碼 |
| Teacher Retirement System of Texas | 574,575 | $767.6 萬 | 0.02% | +12,790+2.3% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 563,385 | $752.7 萬 | 0.03% | −108,000−16.1% | 減碼 |
| CIBC Bancorp USA Inc. | 562,137 | $751.0 萬 | 0.01% | +103,152+22.5% | 加碼 |
| Swiss Life Asset Management Ltd | 558,301 | $745.9 萬 | 0.03% | +558,301 | 新進 |
| Seldon Capital LP | 544,860 | $727.9 萬 | 2.28% | −129,693−19.2% | 減碼 |
| Kera Capital Partners, Inc. | 539,079 | $720.2 萬 | 0.69% | +71,414+15.3% | 加碼 |
| Neuberger Berman Group LLC | 535,664 | $715.6 萬 | 0.00% | −2,295,862−81.1% | 減碼 |
| ICONIQ Capital, LLC | 533,344 | $712.5 萬 | 0.21% | 00.0% | 不變 |
| Axiom Investors LLC | 530,688 | $709.0 萬 | 0.06% | −3,505,938−86.9% | 減碼 |
| Utah Retirement Systems | 526,466 | $703.4 萬 | 0.07% | −17,197−3.2% | 減碼 |
| Silvercrest Asset Management Group LLC | 521,328 | $696.5 萬 | 0.05% | −49,295−8.6% | 減碼 |
| FirstWave Capital Management LLC | 518,327 | $692.5 萬 | 3.06% | +228,575+78.9% | 加碼 |
| Campbell Capital Management Inc | 517,940 | $692.0 萬 | 2.48% | +132,550+34.4% | 加碼 |
| Northside Capital Management, LLC | 512,727 | $685.0 萬 | 0.56% | 00.0% | 不變 |
| Franklin Resources Inc | 510,744 | $682.4 萬 | 0.00% | −278,618−35.3% | 減碼 |
| Charles Schwab Investment Management Inc | 508,019 | $678.7 萬 | 0.00% | +2,248+0.4% | 加碼 |
| Matthews International Capital Management LLC | 504,130 | $673.5 萬 | 2.31% | −1,613−0.3% | 減碼 |
| Varma Mutual Pension Insurance Co | 497,900 | $665.2 萬 | 0.04% | +73,300+17.3% | 加碼 |
| Premier Fund Managers Ltd | 497,600 | $653.1 萬 | 0.59% | +49,900+11.1% | 加碼 |
| Sava Infond d.o.o. | 473,600 | $632.7 萬 | 0.45% | +286,800+153.5% | 加碼 |
| Sustainable Growth Advisers, LP | 468,797 | $626.3 萬 | 0.06% | +468,797 | 新進 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 457,433 | $611.1 萬 | 0.23% | −136,960−23.0% | 減碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 451,763 | $603.6 萬 | 0.18% | +2,331+0.5% | 加碼 |
| Marex Group plc | 447,246 | $597.5 萬 | 0.04% | +316,981+243.3% | 加碼 |
| Van Eck Associates Corp | 434,418 | $580.4 萬 | 0.00% | −76,795−15.0% | 減碼 |
| XTX Topco Ltd | 429,438 | $573.7 萬 | 0.07% | +419,318+4,143.5% | 加碼 |
| Calamos Wealth Management LLC | 428,831 | $572.9 萬 | 0.17% | −7,700−1.8% | 減碼 |
| Proem Advisors LLC | 425,614 | $568.6 萬 | 1.17% | 00.0% | 不變 |
| Moran Wealth Management, LLC | 419,768 | $560.8 萬 | 0.15% | +59,624+16.6% | 加碼 |
| IFM Investors Pty Ltd | 416,580 | $556.6 萬 | 0.04% | +65,443+18.6% | 加碼 |
| Boothbay Fund Management, LLC | 415,692 | $555.4 萬 | 0.11% | −325,820−43.9% | 減碼 |
| Fred Alger Management, LLC | 412,350 | $550.9 萬 | 0.02% | −382,740−48.1% | 減碼 |
| GCM Grosvenor Holdings, LLC | 403,416 | $539.0 萬 | 0.23% | 00.0% | 不變 |
| Privium Fund Management (UK) Ltd | 410,000 | $538.3 萬 | 2.24% | +410,000 | 新進 |
| Flossbach Von Storch AG | 400,000 | $534.4 萬 | 0.02% | −150,000−27.3% | 減碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 397,648 | $531.3 萬 | 3.17% | +187,773+89.5% | 加碼 |
| X-Square Capital, LLC | 391,437 | $523.0 萬 | 1.33% | +30,925+8.6% | 加碼 |
| La Banque Postale Asset Management SA | 390,409 | $521.6 萬 | 0.05% | −240,297−38.1% | 減碼 |