3 tracked superinvestors hold NEBIUS GROUP N.V. (NBIS), worth $2.5B combined, led by Leopold Aschenbrenner. Smart money is accumulating NBIS as of the latest 13F filings.
Current price
$277.68
Nebius Group N.V. is a technology company dedicated to developing comprehensive infrastructure to serve the global artificial intelligence industry. Its operations encompass several key areas. Central to its mission is Nebius, an AI-focused cloud platform engineered to handle demanding AI workloads. This division constructs end-to-end AI infrastructure, featuring extensive GPU computing clusters,…
Market cap
$37.1B
P/E
1404.45
Div yield
0.0%
Revenue YoY
350.9%
Analyst target
$228
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$2.5B
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+3
3 buying · 0 selling
Smart money is net accumulating NBIS: 3 funds added or opened versus 0 trimming. 3 opened a brand-new position.
NEBIUS GROUP N.V. (NBIS) is held by 3 tracked funds worth $2.5B combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Stephen Mandel, who has committed 7.2% of their portfolio to it, while Leopold Aschenbrenner holds the largest dollar position.
This quarter 3 funds opened a brand-new position (Leopold Aschenbrenner, Stephen Mandel, George Soros), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 6.2% | $1.2B | |
| New buy | 7.2% | $1.2B | |
| New buy | 1.4% | $86M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Puts (bearish / hedge)
Calls (bullish)
Which superinvestors own NBIS?
3 tracked funds hold NEBIUS GROUP N.V. (NBIS), the largest being Leopold Aschenbrenner (Situational Awareness LP) at 6.2% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling NBIS?
In the most recent 13F quarter, 3 tracked funds added or opened NBIS and 0 trimmed it, including 3 brand-new positions.
How much NBIS do tracked funds hold?
Combined disclosed long exposure to NBIS across tracked superinvestors is $2.5B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.