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

Tekne 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
2025 Q2	–	Sell	-375,000	Closed	-$7.92M	–	7
2025 Q1	$7.92M	Sell	375,000 -550,000	-59%	-$18.1M	3.02%	6
2024 Q4	$25.6M	Buy	+925,000	New	+$22.6M	9.07%	3
2014 Q1	–	Sell	-456,400	Closed	-$19.7M	–	49
2013 Q4	$19.7M	Buy	+456,400	New	+$17.8M	2.48%	15

Other funds holding NBIS

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

AL4A

Accel Leaders 4 Associates Palo Alto, California $1.01B AUM 399.13% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Tekne Capital Management's NBIS Position: Q2 2025 in Review

Tekne Capital Management sold out of Nebius Group N.V. (NBIS) in Q2 2025, closing a stake of 375,000 shares — an estimated $7.92M sold.

Tekne Capital Management first reported a position in NBIS in Q4 2013 and held it in 3 quarters. The position peaked at $25.6M in Q4 2024. 407 funds tracked by Wall St. Rank hold NBIS as of Q2 2025.

Tekne Capital Management reported no remaining Nebius Group N.V. position as of Q2 2025 after selling out during the quarter.
Tekne Capital Management sold 375,000 Nebius Group N.V. shares in Q2 2025, an estimated $7.92M.
Tekne Capital Management first reported a position in Nebius Group N.V. in Q4 2013 and held it in 3 quarters.
Tekne Capital Management's Nebius Group N.V. position peaked at $25.6M in Q4 2024.
407 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2025.

Based on Tekne Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.