Question 1

How many shares of NBIS does Value Aligned Research Advisors, LLC own?

Accepted Answer

As of 2026-Q1, Value Aligned Research Advisors, LLC holds 5.8M shares of NBIS (NEBIUS GROUP NV).

Question 2

What is Value Aligned Research Advisors, LLC's NBIS position worth?

Accepted Answer

As of 2026-Q1, Value Aligned Research Advisors, LLC's NBIS position is worth $603.2M.

Question 3

Is Value Aligned Research Advisors, LLC buying or selling NBIS?

Accepted Answer

In 2026-Q1, Value Aligned Research Advisors, LLC increased their NBIS position (+75.9% change in shares).

Question 4

When did Value Aligned Research Advisors, LLC first buy NBIS?

Accepted Answer

Based on available 13F filings, Value Aligned Research Advisors, LLC first reported a position in NBIS in 2024-Q4. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	5.8M	+75.9%	$603.2M	2.9%	$86.80	82
2025-Q4	Increased	3.3M	+64.5%	$276.7M	2.8%	$85.17	78
2025-Q3	Decreased	2M	-9.8%	$225.6M	2.8%	$110.22	0
2025-Q2	Increased	2.2M	+18.5%	$123.3M	2.6%	$51.84	62
2025-Q1	Increased	1.9M	+261.2%	$39.7M	2.9%	$22.31	81
2024-Q4	New	520,478	—	$14.4M	3.9%	$26.92	79