Nebius Group N.V.
DE ˙ DB ˙ NL0009805522
230,80 € ↑34,80 (17,76%)
2026-06-01
AKTIENPREIS
SecurityDE:YDX / Nebius Group N.V.
InstitutionOrbis Allan Gray Ltd
Latest Disclosed Ownership8,314,766 shares
Latest Disclosed Value $ 862,740,120
Orbis Allan Gray Ltd reports 149.29% increase in ownership of YDX / Nebius Group N.V.

On May 15, 2026 - Orbis Allan Gray Ltd filed a 13F-HR form disclosing ownership of 8,314,766 shares of Nebius Group N.V. (DE:YDX) valued at $744,171,557 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,335,358 shares of Nebius Group N.V.. This represents a change in shares of 149.29% during the quarter. The current value of the position is $1,919,047,993 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F NEBIUS GROUP N.V. SHS CLASS A N97284108 8,314,766 4,979,408 149.29 862,740 209.02 2.6706
2026-02-17 2025-12-31 13F NEBIUS GROUP N.V. SHS CLASS A N97284108 3,335,358 -9,461,185 -73.94 279,186 -80.57 1.1698
2025-11-14 2025-09-30 13F NEBIUS GROUP N.V. SHS CLASS A N97284108 12,796,543 -4,855,387 -27.51 1,436,668 47.10 6.1660
2025-08-14 2025-06-30 13F NEBIUS GROUP N.V. SHS CLASS A N97284108 17,651,930 1,949,708 12.42 976,681 194.65 4.7490
2025-05-15 2025-03-31 13F NEBIUS GROUP N.V. SHS CLASS A N97284108 15,702,222 -23,460 -0.15 331,474 -23.90 1.8959
2025-02-14 2024-12-31 13F NEBIUS GROUP N.V. SHS CLASS A N97284108 15,725,682 12,669,518 414.56 435,601 2.3438
2024-11-14 2024-09-30 13F NEBIUS GROUP N.V. SHS CLASS A N97284108 3,056,164 0 0.00 0 0.0000
2024-08-14 2024-06-30 13F YANDEX N V SHS CLASS A N97284108 3,056,164 0 0.00 0 0.0000
2024-05-15 2024-03-31 13F YANDEX N V SHS CLASS A N97284108 3,056,164 0 0.00 0 0.0000
2024-02-14 2023-12-31 13F YANDEX N V SHS CLASS A N97284108 3,056,164 0 0.00 0 0.0000
2023-11-14 2023-09-30 13F YANDEX N V SHS CLASS A N97284108 3,056,164 0 0.00 0 0.0000
2023-08-14 2023-06-30 13F YANDEX N V SHS CLASS A N97284108 3,056,164 0 0.00 0 0.0000
2023-05-15 2023-03-31 13F YANDEX N V SHS CLASS A N97284108 3,056,164 0 0.00 0 0.0000
2023-02-14 2022-12-31 13F YANDEX N V SHS CLASS A N97284108 3,056,164 0 0.00 0 0.0000
2022-11-14 2022-09-30 13F YANDEX N V SHS CLASS A N97284108 3,056,164 0 0.00 0 0.0000
2022-08-15 2022-06-30 13F YANDEX N V SHS CLASS A N97284108 3,056,164 0 0.00 0 0.0000
2022-05-16 2022-03-31 13F YANDEX N V SHS CLASS A N97284108 3,056,164 -1,633,850 -34.84 0 -100.00
2022-02-14 2021-12-31 13F YANDEX N V SHS CLASS A N97284108 4,690,014 -288,387 -5.79 283,746 -28.48 2.0995
2021-11-15 2021-09-30 13F YANDEX N V SHS CLASS A N97284108 4,978,401 -940,687 -15.89 396,729 -5.26 2.7240
2021-08-16 2021-06-30 13F YANDEX N V SHS CLASS A N97284108 5,919,088 1,689,291 39.94 418,775 54.55 2.6479
2021-05-17 2021-03-31 13F YANDEX N V SHS CLASS A N97284108 4,229,797 3,906,616 1,208.80 270,961 1,104.97 1.9378
2021-02-16 2020-12-31 13F YANDEX N V SHS CLASS A N97284108 323,181 323,181 22,487 0.1629
2017-05-15 2017-03-31 13F YANDEX N V SHS CLASS A N97284108 0 -1,568,590 -100.00 0 -100.00
2017-03-10 2016-12-31 13F/A-1 YANDEX N V SHS CLASS A N97284108 1,568,590 -661,322 -29.66 31,576 -32.73 0.2265
2017-02-14 2016-12-31 13F YANDEX N V SHS CLASS A N97284108 1,568,590 31,576
2016-11-14 2016-09-30 13F YANDEX N V SHS CLASS A N97284108 2,229,912 112,116 5.29 46,940 1.44 0.3287
2016-08-15 2016-06-30 13F YANDEX N V SHS CLASS A N97284108 2,117,796 -3,378,873 -61.47 46,274 -45.05 0.3522
2016-05-27 2016-03-31 13F/A-1 YANDEX N V SHS CLASS A N97284108 5,496,669 5,496,669 84,209 0.6833
2016-05-16 2016-03-31 13F YANDEX N V SHS CLASS A N97284108 6,036,981 92,487 0.6097
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.