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Orbis Allan Gray Ltd

SEC CIK
0001663865
Latest filing
Aug 14, 2026

NBIS holding history

Nebius Group N.V. in every 13F filed by Orbis Allan Gray Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NBIS overviewAll 13F holders of NBISFull Q2 2026 holdings

Shares (Q2 2026)
6,494,719
Value
$1.79B
% of portfolio
6.2%
Quarters held
22
Since Q1 2021
Holdings of NBIS by Orbis Allan Gray Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,494,719$1.79B6.2%−1,820,047−21.9%ReducedHolders
Q1 20268,314,766$862.7M3.6%+4,979,408+149.3%AddedHolders
Q4 20253,335,358$279.2M1.2%−9,461,185−73.9%ReducedHolders
Q3 202512,796,543$1.44B6.2%−4,855,387−27.5%ReducedHolders
Q2 202517,651,930$976.7M4.7%+1,949,708+12.4%AddedHolders
Q1 202515,702,222$331.5M1.9%−23,460−0.1%ReducedHolders
Q4 202415,725,682$435.6M2.3%+12,669,518+414.6%AddedHolders
Q3 20243,056,164$00.0%00.0%UnchangedHolders
Q2 20243,056,164$00.0%00.0%UnchangedHolders
Q1 20243,056,164$00.0%00.0%UnchangedHolders
Q4 20233,056,164$00.0%00.0%UnchangedHolders
Q3 20233,056,164$00.0%00.0%UnchangedHolders
Q2 20233,056,164$00.0%00.0%UnchangedHolders
Q1 20233,056,164$00.0%00.0%UnchangedHolders
Q4 20223,056,164$00.0%00.0%UnchangedHolders
Q3 20223,056,164$00.0%00.0%UnchangedHolders
Q2 20223,056,164$00.0%00.0%UnchangedHolders
Q1 20223,056,164$00.0%−1,633,850−34.8%ReducedHolders
Q4 20214,690,014$283.7M2.1%−288,387−5.8%ReducedHolders
Q3 20214,978,401$396.7M2.7%−940,687−15.9%ReducedHolders
Q2 20215,919,088$418.8M2.6%+1,689,291+39.9%AddedHolders
Q1 20214,229,797$271.0M1.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.