SP
NBIS

SIH Partners’s Nebius Group N.V. NBIS Stock Holding History

SIH Partners’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 		$7.57M Sell
27,403
-155,537
-85% -$30.8M 0.05% 91
2026
Q1 		$19M Buy
182,940
+151,011
+473% +$15.1M 0.25% 54
2025
Q4 		$2.67M Buy
31,929
+28,770
+911% +$2.98M 0.05% 91
2025
Q3 		$355K Buy
+3,159
New +$219K 0.01% 185

Other funds holding NBIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SA
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

SIH Partners's NBIS Position: Q2 2026 in Review

SIH Partners reduced its Nebius Group N.V. (NBIS) stake by 85% in Q2 2026, selling an estimated $30.8M and leaving 27,403 shares worth $7.57M. The position accounts for 0.05% of the portfolio, ranked #91.

SIH Partners first reported a position in NBIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $19M in Q1 2026. 1,059 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

  • SIH Partners held 27,403 shares of Nebius Group N.V. worth $7.57M as of Q2 2026.
  • SIH Partners sold 155,537 Nebius Group N.V. shares in Q2 2026, an estimated $30.8M.
  • Nebius Group N.V. made up 0.05% of SIH Partners's portfolio in Q2 2026, its #91 holding.
  • SIH Partners first reported a position in Nebius Group N.V. in Q3 2025 and has held it in 4 quarters since.
  • SIH Partners's Nebius Group N.V. position peaked at $19M in Q1 2026.
  • 1,059 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on SIH Partners's 13F filing for Q2 2026, filed 14 Aug 2026.