Long Walk Management’s Nebius Group N.V. NBIS Stock Holding History

Long Walk 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 Q3	$39M	Buy	165,500 +45,500	+38%	+$9.8M	7.46%	6
2026 Q2	$33.1M	Sell	120,000 -97,000	-45%	-$19.2M	7.52%	6
2026 Q1	$22.5M	Sell	217,000 -77,500	-26%	-$7.74M	6.55%	9
2025 Q4	$24.7M	Sell	294,500 -178,750	-38%	-$18.5M	5.48%	9
2025 Q3	$53.1M	Sell	473,250 -26,750	-5%	-$1.86M	10.74%	7
2025 Q2	$27.7M	Buy	+500,000	New	+$17.2M	7%	6

Other funds holding NBIS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Accel Leaders 4 Associates Palo Alto, California $1.89B AUM 113.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Accel Leaders 3 Associates Palo Alto, California $531M AUM 110.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Long Walk Management's NBIS Position: Q3 2026 in Review

Long Walk Management increased its Nebius Group N.V. (NBIS) stake by 38% in Q3 2026, buying an estimated $9.8M and bringing the position to 165,500 shares worth $39M. The position accounts for 7.46% of the portfolio, ranked #6.

Long Walk Management first reported a position in NBIS in Q2 2025 and has held it in 6 quarters since. The position peaked at $53.1M in Q3 2025. 884 funds tracked by Wall St. Rank hold NBIS as of Q3 2026.

Long Walk Management held 165,500 shares of Nebius Group N.V. worth $39M as of Q3 2026.
Long Walk Management bought 45,500 Nebius Group N.V. shares in Q3 2026, an estimated $9.8M.
Nebius Group N.V. made up 7.46% of Long Walk Management's portfolio in Q3 2026, its #6 holding.
Long Walk Management first reported a position in Nebius Group N.V. in Q2 2025 and has held it in 6 quarters since.
Long Walk Management's Nebius Group N.V. position peaked at $53.1M in Q3 2025.
884 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q3 2026.

Based on Long Walk Management's 13F filing for Q3 2026, filed 13 Nov 2026.