Guru Ownership Over Time
Guru Analysis for Nebius Group N.V. (NBIS)
Nebius Group N.V. (NBIS), a key player in the Communication Services sector, continues to attract institutional attention.
As of Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2 B.
Top institutional holders include Paul Tudor Jones and Ray Dalio.
Institutional sentiment is currently Bullish. This is evidenced by a $33.05 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who dramatically increased their stake.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.04% | Add 3363.3% | 21,000,000 | $24.54 M | Q3 2025 | |
| 0.02% | New Buy | 55,445 | $6.22 M | Q3 2025 | |
| 0.00% | New Buy | 14,866 | $1.67 M | Q3 2025 | |
| 0.00% | Add 135.2% | 2,352 | $264,059 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Nebius Group N.V. (NBIS)
Top Guru holders include Paul Tudor Jones ($24.54 M), Ray Dalio ($6.22 M), Steven Cohen ($1.67 M). Collectively, tracked Gurus hold 21.07 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $33.05 M, with 5 Gurus buying and 1 Gurus selling.
In the recent quarter, 0 Gurus reduced their positions, and 1 Gurus sold out of NBIS completely. Total sell value was $829,950.
Yes, 2 Gurus opened new positions in NBIS, and 3 added to their existing holdings. Total buy value was $33.88 M.