Steve Mandel's NBIS Position Overview
Steve Mandel (via Lone Pine Capital LLC) currently holds 4.26 M shares of Nebius Group N.V. (NBIS) worth $1.18 B, representing 7.19% of the portfolio. First purchased in 2014-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, Steve Mandel has maintained this position in NBIS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 4.26 M shares. Largest reduction occurred in Q2 2014, reducing 987,950 shares.
Analysis based on 13F filings available since 2013 Q2
Steve Mandel's Nebius Group NV (NBIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Nebius Group NV (NBIS) Trades by Steve Mandel
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +4.26 M | New Buy | 4.26 M | $276.17 |
| Q2 2014 | -987,950 | Sold Out | 0 | $0.00 |
| Q1 2014 | +987,950 | New Buy | 987,950 | $30.19 |
Steve Mandel's Nebius Group NV Investment FAQs
Steve Mandel first purchased Nebius Group N.V. (NBIS) in Q1 2014, acquiring 987,950 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel has held Nebius Group N.V. (NBIS) for 3 quarters since Q1 2014.
Steve Mandel's largest addition to Nebius Group N.V. (NBIS) was in Q2 2026, adding 4,258,008 shares worth $1.18 B.
According to the latest 13F filing for Q2 2026, Steve Mandel's firm, Lone Pine Capital LLC, owns 4,258,008 shares of Nebius Group N.V. (NBIS), valued at approximately $1.18 B.
As of the Q2 2026 filing, Nebius Group N.V. (NBIS) represents approximately 7.19% of Steve Mandel's publicly disclosed stock portfolio, making it one of their key holdings.
Steve Mandel's peak holding in Nebius Group N.V. (NBIS) was 4,258,008 shares, as reported at the end of Q2 2026.