BGM
NBIS

Burkehill Global Management’s Nebius Group N.V. NBIS Stock Holding History

Burkehill Global Management’s Portfolio NBIS Stock Details NBIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.6M Hold
100,000
– – 1% 19
2026
Q1 		$10.4M Sell
100,000
-225,000
-69% -$22.5M 0.51% 45
2025
Q4 		$27.2M Hold
325,000
– – 1.79% 14
2025
Q3 		$36.5M Buy
+325,000
New +$22.6M 2.07% 11
2025
Q2 		– Sell
-952,380
Closed -$18.5M – 118
2025
Q1 		$18.5M Hold
952,380
– – 1.37% 24
2024
Q4 		$24.7M Buy
+952,380
New +$23.2M 2.35% 11

Other funds holding NBIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Burkehill Global Management's NBIS Position: Q2 2026 in Review

Burkehill Global Management held its Nebius Group N.V. (NBIS) position steady in Q2 2026 at 100,000 shares worth $27.6M. The position accounts for 1% of the portfolio, ranked #19.

Burkehill Global Management first reported a position in NBIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.5M in Q3 2025. 1,063 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

  • Burkehill Global Management held 100,000 shares of Nebius Group N.V. worth $27.6M as of Q2 2026.
  • Burkehill Global Management left its Nebius Group N.V. share count unchanged in Q2 2026.
  • Nebius Group N.V. made up 1% of Burkehill Global Management's portfolio in Q2 2026, its #19 holding.
  • Burkehill Global Management first reported a position in Nebius Group N.V. in Q4 2024 and has held it in 6 quarters since.
  • Burkehill Global Management's Nebius Group N.V. position peaked at $36.5M in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on Burkehill Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.