InvestorLens

NBIS — NEBIUS GROUP N.V.

Public company

Sign in to save6 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying NBIS?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
75
Institutional Conviction
Net accumulation · 3 buying vs 1 selling last quarter
62
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their NBIS position last quarter, 3 bought and 1 sold (75% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Leopold Aschenbrenner, Steve Mandel, George Soros)
  • +6 tracked investors reported holding NBIS at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About NEBIUS GROUP N.V. (NBIS)

NEBIUS GROUP N.V. (NBIS) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $3.1B. Across recent filings, tracked investors recorded 7 new positions, 2 increased, 3 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in NBIS

56
/100
Mixed Activity
Added / Increased9
Reduced3
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track NBIS

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

NBIS Ownership Composition

How NEBIUS GROUP N.V. is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
62% of tracked value
Institutions
6
tracked investors
Total Reported
$6.6B
combined 13F value
Types4
  • Multi-Strategy / Quant62.2%
  • Other18.7%
  • Growth & Innovation17.8%
  • Macro1.3%
Multi-Strategy / Quant(3)
62.2%
Other(1)
18.7%
Growth & Innovation(1)
17.8%
Macro(1)
1.3%

Tracked investors currently reporting NBIS

2 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    11.4M
    Value
    $3.1B
    % Portfolio
    0.36%
  • Leopold AschenbrennerJun 30, 2026
    Situational Awareness LP
    Shares
    4.5M
    Value
    $1.2B
    % Portfolio
    6.09%
  • Steve MandelJun 30, 2026
    Lone Pine Capital
    Shares
    4.3M
    Value
    $1.2B
    % Portfolio
    7.19%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    2.9M
    Value
    $800.8M
    % Portfolio
    0.29%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    527.4K
    Value
    $145.7M
    % Portfolio
    0.16%
  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    310K
    Value
    $85.6M
    % Portfolio
    1.05%

Previously held NBIS

These investors reported NBIS in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Paul Tudor JonesTudor Investment Corp15K$1.7MSep 30, 2025
Ray DalioBridgewater Associates157.1K$16.3MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold NBIS?
6 tracked institutional investors disclosed a position in NBIS (NEBIUS GROUP N.V.) in their most recent 13F filing.
Who is the largest institutional holder of NBIS?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in NBIS, valued at $3.1B.
Did institutional ownership of NBIS increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 2 increased, 3 reduced, and 4 fully exited NBIS.
Where does this NBIS ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.