Question 1

How many shares of NBIS does Orbis Allan Gray Ltd own?

Accepted Answer

As of 2026-Q2, Orbis Allan Gray Ltd holds 6.5M shares of NBIS (NEBIUS GROUP NV).

Question 2

What is Orbis Allan Gray Ltd's NBIS position worth?

Accepted Answer

As of 2026-Q2, Orbis Allan Gray Ltd's NBIS position is worth $1.8B.

Question 3

Is Orbis Allan Gray Ltd buying or selling NBIS?

Accepted Answer

In 2026-Q2, Orbis Allan Gray Ltd decreased their NBIS position (-21.9% change in shares).

Question 4

When did Orbis Allan Gray Ltd first buy NBIS?

Accepted Answer

Based on available 13F filings, Orbis Allan Gray Ltd first reported a position in NBIS in 2024-Q3. They have held the position across 23 quarters.

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