NU
Nu Holdings Ltd. · Financial Services · Banks - Regional
Señales de momentum (gestores comparables):
amplitud de titulares -9.1% ·
flujo de acciones -1.4% ·
nuevas posiciones netas -10.0%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 159 | 0 | 2.05B | $27.30B | +7 | −6 |
| Q1 2026 | 161 | +5 | 2.09B | $29.90B | +8 | −4 |
| Q4 2025 | 156 | -1 | 2.16B | $36.24B | +1 | −1 |
| Q3 2025 | 28 | +2 | 1.33B | $21.30B | +2 | −1 |
| Q2 2025 | 24 | +1 | 972.17M | $13.34B | +2 | −1 |
| Q1 2025 | 20 | -2 | 617.40M | $6.32B | +1 | −3 |
| Q4 2024 | 22 | +3 | 626.01M | $6.48B | +3 | — |
| Q3 2024 | 18 | 0 | 551.13M | $7.52B | +1 | −1 |
| Q2 2024 | 18 | — | 582.15M | $7.50B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 265.16M | +17.9% | $2.72B | 2.4% | ▲ Add | 4 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 265.16M | +17.9% | $2.72B | 2.4% | ▲ Add | 4 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 265.16M | +17.9% | $2.72B | 2.4% | ▲ Add | 4 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 265.16M | +17.9% | $2.72B | 2.4% | ▲ Add | 4 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 89.08M | +5.1% | $912.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Coatue Management ✦ | 55.79M | -30.1% | $571.31M | 2.5% | ▼ Trim | 4 | SEC ↗ |
| 7 | Coatue Management ✦ | 55.79M | -30.1% | $571.31M | 2.5% | ▼ Trim | 4 | SEC ↗ |
| 8 | Coatue Management ✦ | 55.79M | -30.1% | $571.31M | 2.5% | ▼ Trim | 4 | SEC ↗ |
| 9 | Coatue Management ✦ | 55.79M | -30.1% | $571.31M | 2.5% | ▼ Trim | 4 | SEC ↗ |
| 10 | Coatue Management ✦ | 55.79M | -30.1% | $571.31M | 2.5% | ▼ Trim | 4 | SEC ↗ |
| 11 | Coatue Management ✦ | 55.79M | -30.1% | $571.31M | 2.5% | ▼ Trim | 4 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 54.44M | +24.7% | $557.42M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 54.44M | +24.7% | $557.42M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 54.44M | +24.7% | $557.42M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 15 | Norges Bank ✦ (pasivo) | 40.96M | -5.2% | $419.45M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 16 | Geode Capital Management ✦ (pasivo) | 37.13M | +9.9% | $378.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Geode Capital Management ✦ (pasivo) | 37.13M | +9.9% | $378.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Tiger Global Management ✦ | 11.03M | +24.3% | $112.97M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 10.41M | +112.8% | $106.65M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 10.41M | +112.8% | $106.65M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 21 | Capital World Investors ✦ | 10.14M | +1.6% | $103.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Arrowstreet Capital ✦ | 9.11M | -49.7% | $93.33M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 23 | Fisher Asset Management ✦ | 7.31M | +2.2% | $74.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Marshall Wace ✦ | 7.12M | +135.6% | $72.93M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Marshall Wace ✦ | 7.12M | +135.6% | $72.93M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Marshall Wace ✦ | 7.12M | +135.6% | $72.93M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | Millennium Management ✦ | 4.70M | +4003.4% | $48.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Renaissance Technologies ✦ | 4.50M | -56.0% | $46.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 29 | ValueAct Capital ✦ | 3.42M | Nuevo | $34.98M | 0.8% | New | 1 | SEC ↗ |
| 30 | Wellington Management ✦ | 2.81M | +5.9% | $28.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Wellington Management ✦ | 2.81M | +5.9% | $28.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 1.82M | -50.1% | $18.64M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | ARK Investment Management ✦ | 1.27M | -39.0% | $13.04M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 970.21K | -5.7% | $9.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 970.21K | -5.7% | $9.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 970.21K | -5.7% | $9.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 970.21K | -5.7% | $9.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 970.21K | -5.7% | $9.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | D. E. Shaw & Co. ✦ | 211.91K | -92.1% | $2.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | D. E. Shaw & Co. ✦ | 211.91K | -92.1% | $2.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| ValueAct Capital | $34.98M | 0.8% |
Posición cerrada
| Berkshire Hathaway | $416.27M | era 0.2% |
| Point72 Asset Management | $7.54M | era 0.0% |
| Duquesne Family Office | $4.84M | era 0.1% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 1.66K acciones, $0 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 221.71K acc. · $3.51M
Officer · 50.00K acc. · $790,000
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología