Gilder Gagnon Howe & Co’s Nebius Group N.V. NBIS Stock Holding History

Gilder Gagnon Howe & Co’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	$240M	Sell	870,776 -80,317	-8%	-$15.9M	2.48%	6
2026 Q1	$98.7M	Sell	951,093 -62,893	-6%	-$6.28M	1.18%	25
2025 Q4	$84.9M	Sell	1,013,986 -35,232	-3%	-$3.65M	0.9%	35
2025 Q3	$118M	Buy	1,049,218 +157,525	+18%	+$10.9M	1.2%	23
2025 Q2	$49.3M	Buy	+891,693	New	+$30.7M	0.52%	56
2018 Q2	–	Sell	-7,522	Closed	-$297K	–	302
2018 Q1	$297K	Buy	+7,522	New	+$295K	﹤0.01%	257
2015 Q2	–	Sell	-3,206	Closed	-$49K	–	296
2015 Q1	$49K	Hold	3,206	–	–	﹤0.01%	253
2014 Q4	$58K	Buy	+3,206	New	+$77.3K	﹤0.01%	256
2014 Q1	–	Sell	-367,482	Closed	-$15.9M	–	285
2013 Q4	$15.9M	Buy	367,482 +24,369	+7%	+$948K	0.23%	92
2013 Q3	$12.5M	Buy	343,113 +306,488	+837%	+$10.1M	0.2%	97
2013 Q2	$1.01M	Buy	+36,625	New	+$930K	0.02%	213

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

Gilder Gagnon Howe & Co's NBIS Position: Q2 2026 in Review

Gilder Gagnon Howe & Co reduced its Nebius Group N.V. (NBIS) stake by 8.4% in Q2 2026, selling an estimated $15.9M and leaving 870,776 shares worth $240M. The position accounts for 2.48% of the portfolio, ranked #6.

Gilder Gagnon Howe & Co first reported a position in NBIS in Q2 2013 and has held it in 11 quarters since. 1,061 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

Gilder Gagnon Howe & Co held 870,776 shares of Nebius Group N.V. worth $240M as of Q2 2026.
Gilder Gagnon Howe & Co sold 80,317 Nebius Group N.V. shares in Q2 2026, an estimated $15.9M.
Nebius Group N.V. made up 2.48% of Gilder Gagnon Howe & Co's portfolio in Q2 2026, its #6 holding.
Gilder Gagnon Howe & Co first reported a position in Nebius Group N.V. in Q2 2013 and has held it in 11 quarters since.
1,061 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on Gilder Gagnon Howe & Co's 13F filing for Q2 2026, filed 14 Aug 2026.