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NBIS
6 quarters

Position history for Value Aligned Research Advisors, LLC's holdings in NEBIUS GROUP N.V.

Value Aligned Research Advisors, LLC holds 5.8M shares of NBIS (NEBIUS GROUP N.V.), worth $603.2M as of 2026-Q1. The position was increased (+75.9% shares). NBIS represents 2.9% of Value Aligned Research Advisors, LLC's portfolio.

Current Value

$603.2M

Current Shares

5.8M

Total Value Change

+$588.8M

Total Shares Change

+5.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
5.8M
+75.9%
$603.2M2.9%$86.80
82
2025-Q4
Increased
3.3M
+64.5%
$276.7M2.8%$85.17
78
2025-Q3
Decreased
2M
-9.8%
$225.6M2.8%$110.22
0
2025-Q2
Increased
2.2M
+18.5%
$123.3M2.6%$51.84
62
2025-Q1
Increased
1.9M
+261.2%
$39.7M2.9%$22.31
81
2024-Q4
New
520,478
-
$14.4M3.9%$26.92
79

Other major holders of NBIS: Invesco Ltd.

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