Nebius (NBIS) Stock: Why Exploding Demand Is Both a Bull and Bear Case
Neocloud firm Nebius Group ($NBIS) exited the second quarter with some of its strongest growth yet. Revenue reached $582.3 million, up 454% year ov...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Orbis Investment Management William B. Gray | 6,494,719 | $1,793,646,546 | -22% | 6.16% |
| 2. | 5,598,000 | $1,545,999,660 | +52% | 0.18% | |
| 3. | 5,226,100 | $1,443,292,037 | +185% | 0.16% | |
| 4. | Situational Awareness LP Leopold Aschenbrenner | 4,464,260 | $1,232,894,684 | 6.09% | |
| 5. | Lone Pine Capital Stephen Mandel | 4,258,008 | $1,175,934,069 | 7.19% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $262.09 | 100 | $26,209.00 | 428,098 | 2026-06-15 | Filing | |
| $260.76 | 900 | $234,684.00 | 428,198 | 2026-06-15 | Filing | |
| $259.45 | 606 | $157,226.70 | 429,098 | 2026-06-15 | Filing | |
| $257.54 | 100 | $25,754.00 | 429,704 | 2026-06-15 | Filing | |
| $255.03 | 200 | $51,006.00 | 429,804 | 2026-06-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 17,578,700 | $4,854,709,579 | 0.42% | |
| 2. | 11,531,270 | $3,184,590,799 | 0.05% | |
| 3. | 9,883,200 | $2,729,443,344 | 0.21% | |
| 4. | 9,799,741 | $2,706,394,387 | 0.24% | |
| 5. | 9,097,900 | $2,512,567,043 | 0.2% |