NU
Nu Holdings Ltd.
+0.15 (+1.11%)13.96USD32.4M成交股數–市值–本益比(近四季)–股價營收比–營收年增(近四季)2026-11-12下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 4 · 5.6M · 2 |
| 其中 10b5-1 計畫賣出 | 2 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 5.9M |
| 近 180 天 淨額 | −5.9M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-25 | 08-26 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Officer | S 公開市場賣出(10b5-1) | 65.0K | 14.71 | 956K | 2.5M | SEC |
| 2026-08-24 | 08-26 | PIACENTINI DIEGO | Director | A 獲配股票 | 1.4K | – | – | 32.3K | SEC |
| 2026-08-24 | 08-26 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Officer | S 公開市場賣出(10b5-1) | 25.0K | 15.00 | 375K | 4.9M | SEC |
| 2026-08-24 | 08-26 | Sands Anita M | Director | A 獲配股票 | 1.4K | – | – | 194K | SEC |
| 2026-08-24 | 08-26 | Moreno Mejia Luis Alberto | Director | A 獲配股票 | 1.0K | – | – | 253K | SEC |
| 2026-08-24 | 08-26 | LEONE DOUGLAS M | Director | A 獲配股票 | 1.4K | – | – | 200K | SEC |
| 2026-08-14 | 08-18 | Fragelli Henrique Camossa Saldanha | Chief Risk Officer | S 公開市場賣出 | 222K | 15.81 | 3.5M | 979K | SEC |
| 2026-08-14 | 08-18 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Officer | S 公開市場賣出 | 50.0K | 15.80 | 790K | 4.9M | SEC |
| 2026-08-07 | 08-11 | Reses Jacqueline D | Director | A 獲配股票 | 27.1K | – | – | 45.8K | SEC |
| 2026-08-07 | 08-11 | Pham Thuan | Director | A 獲配股票 | 23.5K | – | – | 134K | SEC |
| 2026-08-07 | 08-11 | Calderon Peres Rogerio Paulo | Director | A 獲配股票 | 23.5K | – | – | 103K | SEC |
| 2026-08-07 | 08-11 | Moreno Mejia Luis Alberto | Director | A 獲配股票 | 25.3K | – | – | 252K | SEC |
| 2026-08-07 | 08-11 | LEONE DOUGLAS M | Director | A 獲配股票 | 25.3K | – | – | 199K | SEC |
| 2026-08-07 | 08-11 | PIACENTINI DIEGO | Director | A 獲配股票 | 23.5K | – | – | 31.0K | SEC |
| 2026-08-07 | 08-11 | Marcus David | Director | A 獲配股票 | 25.3K | – | – | 655K | SEC |
| 2026-08-07 | 08-11 | Sands Anita M | Director | A 獲配股票 | 30.7K | – | – | 193K | SEC |
| 2026-07-23 | 07-27 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Off. | F 繳稅扣股 | 8.0K | 13.39 | 108K | 2.6M | SEC |
| 2026-07-23 | 07-27 | Fragelli Henrique Camossa Saldanha | Chief Risk Officer | F 繳稅扣股 | 13.5K | 13.39 | 181K | 1.2M | SEC |
| 2026-07-23 | 07-27 | Velez Osorno David | Chairman and CEO | F 繳稅扣股 | 45.7K | 13.39 | 612K | 6.2M | SEC |
| 2026-07-13 | 07-15 | Livingston Robert Philip | Chief Financial Officer | A 獲配股票 | 2.2M | – | – | 2.2M | SEC |
| 2026-05-15 | 05-19 | Sands Anita M | Director | S 公開市場賣出 | 21.0K | 12.24 | 257K | 162K | SEC |
| 2026-04-23 | 04-27 | Velez Osorno David | Chairman and CEO | F 繳稅扣股 | 45.7K | 14.44 | 660K | 6.2M | SEC |
| 2026-04-23 | 04-27 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Off. | F 繳稅扣股 | 8.3K | 14.44 | 119K | 2.6M | SEC |
| 2026-04-23 | 04-27 | Lago Guilherme Marques | Chief Financial Officer | F 繳稅扣股 | 24.3K | 14.44 | 352K | 7.0M | SEC |
| 2026-04-23 | 04-27 | Fragelli Henrique Camossa Saldanha | Chief Risk Officer | F 繳稅扣股 | 12.0K | 14.44 | 173K | 1.2M | SEC |
| 2026-04-08 | 04-10 | Fragelli Henrique Camossa Saldanha | Chief Risk Officer | M 選擇權執行 | 1.8M | 0.29 | 512K | 4.1M | SEC |
| 2026-04-08 | 04-10 | Fragelli Henrique Camossa Saldanha | Chief Risk Officer | M 選擇權執行 | 594K | 0.43 | 256K | 4.7M | SEC |
| 2026-03-23 | 03-25 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Officer | S 公開市場賣出 | 220K | 14.82 | 3.3M | 5.0M | SEC |
| 2026-03-23 | 03-25 | Junqueira Cristina Helena Zingaretti | US CEO & Chief Growth Officer | S 公開市場賣出 | 80.0K | 14.81 | 1.2M | 2.3M | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 355M | 4.7B | +15.1M (+4%) | 加碼 |
| BAILLIE GIFFORD & CO | 230M | 3.1B | −16.6M (-7%) | 減碼 |
| Capital Research Global Investors | 143M | 1.9B | +14.3M (+11%) | 加碼 |
| MORGAN STANLEY | 118M | 1.6B | −23.7M (-17%) | 減碼 |
| JPMORGAN CHASE & CO | 100.0M | 1.3B | +8.6M (+9%) | 加碼 |
| STATE STREET CORP | 96.8M | 1.3B | +3.8M (+4%) | 加碼 |
| FMR LLC | 75.6M | 1.0B | +2.4M (+3%) | 加碼 |
| WCM INVESTMENT MANAGEMENT, LLC | 74.4M | 977M | +1.6M (+2%) | 加碼 |
| 孤松 LONE PINE CAPITAL LLC | 47.2M | 631M | +9.2M (+24%) | 加碼 |
| 挪威主權基金 NORGES BANK | 46.3M | 618M | 新進 | 新進 |
| D1 Capital Partners L.P. | 44.4M | 593M | +18.5M (+72%) | 加碼 |
| Technology Crossover Management X, Ltd. | 42.6M | 569M | 不變 | 持平 |
| BANK OF AMERICA CORP /DE/ | 40.3M | 538M | −5.7M (-12%) | 減碼 |
| Kontiki Capital Management (HK) Ltd. | 39.0M | 521M | +6.4M (+20%) | 加碼 |
| Ribbit Management Company, LLC | 39.0M | 521M | +9.5M (+32%) | 加碼 |
| LARCH CAPITAL PARTNERS LLC | 35.8M | 478M | +27.2K (+0%) | 加碼 |
| MAVERICK CAPITAL LTD | 35.6M | 475M | +13.1M (+58%) | 加碼 |
| Assenagon Asset Management S.A. | 33.7M | 450M | +1.2M (+4%) | 加碼 |
| Legal & General Group Plc | 32.4M | 433M | +2.2M (+7%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 30.4M | 406M | −3.4M (-10%) | 減碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 30.2M | 401M | +2.4M (+9%) | 加碼 |
| Coatue COATUE MANAGEMENT LLC | 29.3M | 392M | 不變 | 持平 |
| NORTHERN TRUST CORP | 29.1M | 388M | +1.9M (+7%) | 加碼 |
| FIL Ltd | 28.7M | 384M | +4.8M (+20%) | 加碼 |
| Coronation Fund Managers Ltd. | 25.9M | 346M | +8.0M (+44%) | 加碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 856 -48 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 101 / 149 / 318 / 288 |
| 機構合計持股 · 佔流通股 | 2.90B |
| 合計季末市值 | 37.7B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 153M |
|---|---|
| 與上期比 | +18.4% |
| 佔流通股數 | –(外國發行人不算) |
| 日均成交量 | 72.6M |
| 回補天數 | 2.1 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 153M | +18.4% | – | 72.6M | 2.1 |
| 2026-08-14 | 130M | -11.8% | – | 63.3M | 2.1 |
| 2026-07-31 | 147M | -5.1% | – | 104M | 1.4 |
| 2026-07-15 | 155M | +4.3% | – | 101M | 1.5 |
| 2026-06-30 | 148M | -5.2% | – | 50.4M | 2.9 |
| 2026-06-15 | 156M | +8.9% | – | 70.4M | 2.2 |
| 2026-05-29 | 144M | -0.1% | – | 57.8M | 2.5 |
| 2026-05-15 | 144M | +1.8% | – | 54.8M | 2.6 |
| 2026-04-30 | 141M | +6.7% | – | 31.6M | 4.5 |
| 2026-04-15 | 133M | -2.1% | – | 42.3M | 3.1 |
| 2026-03-31 | 135M | -0.2% | – | 56.9M | 2.4 |
| 2026-03-13 | 136M | +15.4% | – | 63.7M | 2.1 |
| 2026-02-27 | 118M | +28.0% | – | 73.1M | 1.6 |
| 2026-02-13 | 91.9M | -15.7% | – | 49.3M | 1.9 |
| 2026-01-30 | 109M | +3.2% | – | 58.8M | 1.9 |
| 2026-01-15 | 106M | -2.6% | – | 39.4M | 2.7 |
| 2025-12-31 | 108M | +3.8% | – | 31.8M | 3.4 |
| 2025-12-15 | 104M | +2.7% | – | 35.6M | 2.9 |
| 2025-11-28 | 102M | +0.4% | – | 44.0M | 2.3 |
| 2025-11-14 | 101M | -14.9% | – | 37.3M | 2.7 |
| 2025-10-31 | 119M | +16.4% | – | 30.1M | 4.0 |
| 2025-10-15 | 102M | -3.4% | – | 45.6M | 2.2 |
| 2025-09-30 | 106M | -8.8% | – | 46.4M | 2.3 |
| 2025-09-15 | 116M | -2.9% | – | 44.0M | 2.6 |
| 2025-08-29 | 119M | -4.3% | – | 62.6M | 1.9 |
| 2025-08-15 | 125M | +5.0% | – | 46.0M | 2.7 |