Clear Street’s Nebius Group N.V. NBIS Stock Holding History

Clear Street’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	$999M	Buy	3,618,657 +560,067	+18%	+$111M	2.53%	10
2026 Q1	$317M	Sell	3,058,590 -453,066	-13%	-$45.2M	1.29%	20
2025 Q4	$294M	Buy	3,511,656 +1,710,924	+95%	+$177M	1.09%	23
2025 Q3	$202M	Buy	+1,800,732	New	+$125M	0.69%	29

Other funds holding NBIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Clear Street's NBIS Position: Q2 2026 in Review

Clear Street increased its Nebius Group N.V. (NBIS) stake by 18% in Q2 2026, buying an estimated $111M and bringing the position to 3,618,657 shares worth $999M. The position accounts for 2.53% of the portfolio, ranked #10.

Clear Street first reported a position in NBIS in Q3 2025 and has held it in 4 quarters since. 1,061 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

Clear Street held 3,618,657 shares of Nebius Group N.V. worth $999M as of Q2 2026.
Clear Street bought 560,067 Nebius Group N.V. shares in Q2 2026, an estimated $111M.
Nebius Group N.V. made up 2.53% of Clear Street's portfolio in Q2 2026, its #10 holding.
Clear Street first reported a position in Nebius Group N.V. in Q3 2025 and has held it in 4 quarters since.
1,061 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on Clear Street's 13F filing for Q2 2026, filed 12 Aug 2026.