Question 1

Does Orbis Allan Gray own NBIS stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Orbis Allan Gray holds 6,494,719 shares of NBIS (Nebius Group), worth $1.8B.

Question 2

How many shares of NBIS does Orbis Allan Gray own?

Accepted Answer

As of its Q2 2026 13F, Orbis Allan Gray holds 6,494,719 shares of NBIS (Nebius Group).

Question 3

What is Orbis Allan Gray's NBIS position worth?

Accepted Answer

As of its Q2 2026 13F, Orbis Allan Gray's NBIS position is worth $1.8B.

Question 4

Is Orbis Allan Gray buying or selling NBIS?

Accepted Answer

In Q2 2026, Orbis Allan Gray reduced its NBIS position by 1,820,047 shares (-21.9%).

Question 5

When did Orbis Allan Gray first buy NBIS?

Accepted Answer

Orbis Allan Gray first reported NBIS in its Q4 2020 13F and has listed it in 23 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	6.5M	-21.9%	$1.8B	6.2%	$276.17	0
2026-Q1	Increased	8.3M	+149.3%	$862.7M	3.6%	$86.80	94
2025-Q4	Decreased	3.3M	-73.9%	$279.2M	1.2%	$85.17	0
2025-Q3	Decreased	12.8M	-27.5%	$1.4B	6.2%	$110.22	0
2025-Q2	Increased	17.7M	+12.4%	$976.7M	4.7%	$51.84	66
2025-Q1	Decreased	15.7M	-0.1%	$331.5M	1.9%	$22.31	0
2024-Q4	Increased	15.7M	+414.6%	$435.6M	2.3%	$26.92	86
2024-Q3	Unchanged	3.1M	0.0%	$0	0.0%	—	0