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Position history for Orbis Allan Gray LtdOrbis Allan Gray Ltd's holdings in NEBIUS GROUP NV

Orbis Allan Gray Ltd holds 6.5M shares of NBIS (NEBIUS GROUP NV), worth $1.8B as of 2026-Q2. The position was decreased (-21.9% shares). NBIS represents 6.2% of Orbis Allan Gray Ltd's portfolio.

Current Value

$1.8B

Current Shares

6.5M

Total Value Change

+$1.8B

Total Shares Change

+3.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
6.5M
-21.9%
$1.8B6.2%$276.17
0
2026-Q1
Increased
8.3M
+149.3%
$862.7M3.6%$86.80
94
2025-Q4
Decreased
3.3M
-73.9%
$279.2M1.2%$85.17
0
2025-Q3
Decreased
12.8M
-27.5%
$1.4B6.2%$110.22
0
2025-Q2
Increased
17.7M
+12.4%
$976.7M4.7%$51.84
66
2025-Q1
Decreased
15.7M
-0.1%
$331.5M1.9%$22.31
0
2024-Q4
Increased
15.7M
+414.6%
$435.6M2.3%$26.92
86
2024-Q3
Unchanged
3.1M
0.0%
$00.0%—
0

Other major holders of NBIS: BlackRock, Inc., GOLDMAN SACHS GROUP INC, Invesco Ltd.

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