Question 1

How many shares of NBIS does Jericho Capital Asset Management L.P. own?

Accepted Answer

Jericho Capital Asset Management L.P. previously held 0 shares of NBIS (NEBIUS GROUP NV) before exiting the position in 2025-Q4.

Question 2

What is Jericho Capital Asset Management L.P.'s NBIS position worth?

Accepted Answer

Jericho Capital Asset Management L.P.'s NBIS position was last reported at $0 in 2025-Q4 before the exit.

Question 3

Is Jericho Capital Asset Management L.P. buying or selling NBIS?

Accepted Answer

In 2025-Q4, Jericho Capital Asset Management L.P. exited their NBIS position entirely (-100.0% change in shares).

Question 4

When did Jericho Capital Asset Management L.P. first buy NBIS?

Accepted Answer

Based on available 13F filings, Jericho Capital Asset Management L.P. first reported a position in NBIS in 2025-Q2. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$85.17	0
2025-Q3	Increased	4.6M	+55.7%	$517.3M	5.4%	$110.22	87
2025-Q2	New	3M	—	$163.7M	2.2%	$51.84	80