Crossroads Capital Investment’s Thesis for Nebius Group (NBIS) is Paying Off
Crossroads Capital LLC, an investment management firm, published its first-quarter 2026 investor letter. You can download a copy here.
Nebius Group N.v. (NBIS)
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Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Orbis Investment Management William B. Gray | 8,314,766 | $862,740,120 | +150% | 3.64% |
| 2. | Value Aligned Research Advisors Benjamin Henry Hoskin And David Michael Field | 5,813,450 | $603,203,572 | +76% | 2.91% |
| 3. | 3,688,300 | $382,698,008 | -27% | 0.06% | |
| 4. | Two Sigma Advisors John Overdeck And David Siegel | 2,795,083 | $290,017,812 | 0.23% | |
| 5. | 1,839,300 | $190,845,768 | -39% | 0.03% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $199.01 | 500 | $99,504.60 | 80,754 | 2026-05-20 | Filing | |
| $200.00 | 2,000 | $400,000.00 | 81,254 | 2026-05-20 | Filing | |
| $199.00 | 2,600 | $517,400.00 | 83,254 | 2026-05-20 | Filing | |
| $217.55 | 4,500 | $978,975.00 | 37,662 | 2026-05-15 | Filing | |
| $203.24 | 500,000 | $101,620,000.00 | 585,209 | 2026-05-13 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,937,586 | $1,031,123,962 | 0.02% | |
| 2. | 9,599,306 | $996,023,990 | 4.37% | |
| 3. | 8,423,600 | $874,032,736 | 0.1% | |
| 4. | 6,999,900 | $726,309,624 | 0.08% | |
| 5. | 6,580,700 | $682,813,432 | 0.09% |
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Nebius Group N.V. (NASDAQ:NBIS) Q1 2026 Earnings Call Transcript
Gili Naftalovich: Hi, everyone, and welcome to Nebius's first quarter 2026 earnings conference call.
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