Corsair Capital Management’s Nebius Group N.V. NBIS Stock Holding History

Corsair Capital 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	$5M	Sell	18,111 -1,500	-8%	-$297K	0.63%	21
2026 Q1	$2.03M	Hold	19,611	–	–	0.3%	25
2025 Q4	$1.64M	Sell	19,611 -18,898	-49%	-$1.96M	0.25%	32
2025 Q3	$4.32M	Hold	38,509	–	–	0.71%	19
2025 Q2	$2.13M	Buy	38,509 +5,000	+15%	+$172K	0.4%	26
2025 Q1	$707K	Sell	33,509 -10,000	-23%	-$329K	0.18%	46
2024 Q4	$1.21M	Buy	+43,509	New	+$1.06M	0.26%	33

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

Corsair Capital Management's NBIS Position: Q2 2026 in Review

Corsair Capital Management reduced its Nebius Group N.V. (NBIS) stake by 7.6% in Q2 2026, selling an estimated $297K and leaving 18,111 shares worth $5M. The position accounts for 0.63% of the portfolio, ranked #21.

Corsair Capital Management first reported a position in NBIS in Q4 2024 and has held it in 7 quarters since. 1,059 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

Corsair Capital Management held 18,111 shares of Nebius Group N.V. worth $5M as of Q2 2026.
Corsair Capital Management sold 1,500 Nebius Group N.V. shares in Q2 2026, an estimated $297K.
Nebius Group N.V. made up 0.63% of Corsair Capital Management's portfolio in Q2 2026, its #21 holding.
Corsair Capital Management first reported a position in Nebius Group N.V. in Q4 2024 and has held it in 7 quarters since.
1,059 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

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