NRCM
NBIS

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

Northern Right 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
Q1 		$2.08M Buy
+20,000
New +$2M 0.74% 22
2025
Q1 		– Sell
-155,906
Closed -$4.32M – 28
2024
Q4 		$4.32M Buy
+155,906
New +$3.8M 1.6% 18

Other funds holding NBIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
AL4A
Accel Leaders 4 Associates Palo Alto, California $475M AUM 391.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Right Capital Management's NBIS Position: Q1 2026 in Review

Northern Right Capital Management opened a new position in Nebius Group N.V. (NBIS) in Q1 2026: 20,000 shares worth $2.08M. The stake represents 0.74% of the portfolio and ranks #22 among its holdings. This is a return to the name: Northern Right Capital Management previously reported a position in NBIS as recently as Q4 2024.

Northern Right Capital Management first reported a position in NBIS in Q4 2024 and has held it in 2 quarters since. The position peaked at $4.32M in Q4 2024. 724 funds tracked by Wall St. Rank hold NBIS as of Q1 2026.

  • Northern Right Capital Management held 20,000 shares of Nebius Group N.V. worth $2.08M as of Q1 2026.
  • Nebius Group N.V. was a new Northern Right Capital Management position in Q1 2026.
  • Nebius Group N.V. made up 0.74% of Northern Right Capital Management's portfolio in Q1 2026, its #22 holding.
  • Northern Right Capital Management first reported a position in Nebius Group N.V. in Q4 2024 and has held it in 2 quarters since.
  • Northern Right Capital Management's Nebius Group N.V. position peaked at $4.32M in Q4 2024.
  • 724 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q1 2026.

Based on Northern Right Capital Management's 13F filing for Q1 2026, filed 15 May 2026.