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Value Aligned Research Advisors, LLC

SEC CIK
0001963565
Latest filing
Aug 14, 2026

NBIS holding history

Nebius Group N.V. in every 13F filed by Value Aligned Research Advisors, LLC, 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)
6,104,121
Value
$1.69B
% of portfolio
10.1%
Quarters held
7
Since Q4 2024
Holdings of NBIS by Value Aligned Research Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,104,121$1.69B10.1%+290,671+5.0%AddedHolders
Q1 20265,813,450$603.2M7.1%+2,507,674+75.9%AddedHolders
Q4 20253,305,776$276.7M5.7%+1,296,326+64.5%AddedHolders
Q3 20252,009,450$225.6M5.2%−218,674−9.8%ReducedHolders
Q2 20252,228,124$123.3M5.5%+348,309+18.5%AddedHolders
Q1 20251,879,815$39.7M3.2%+1,359,337+261.2%AddedHolders
Q4 2024520,478$14.4M4.0%+520,478NewHolders