Orbis Allan Gray Ltd NBIS holdings history
NEBIUS GROUP NV · CUSIP N97284108 · CIK 1663865
As of 2026-06-30, Orbis Allan Gray Ltd reported 6.49M NBIS (shares), valued at $1.79B, or 6.16% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 21.89%; reported value increased 107.90%, and weight changed +2.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.16% | 6,494,719 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 3.64% | 8,314,766 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 1.17% | 3,335,358 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 6.17% | 12,796,543 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 4.75% | 17,651,930 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.90% | 15,702,222 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 2.34% | 15,725,682 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 0.00% | 3,056,164 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 0.00% | 3,056,164 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 0.00% | 3,056,164 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 0.00% | 3,056,164 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 0.00% | 3,056,164 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.00% | 3,056,164 | $0.00 | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 0.00% | 3,056,164 | $0.00 | Shares unchanged. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 0.00% | 3,056,164 | $0.00 | Shares unchanged. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 0.00% | 3,056,164 | $0.00 | Shares unchanged. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.00% | 3,056,164 | $0.00 | Shares unchanged. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 2.34% | 15,725,682 | $435.60M | Shares increased 414.56%. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.90% | 15,702,222 | $331.47M | Shares decreased 0.15%; reported value decreased 23.90%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 4.75% | 17,651,930 | $976.68M | Shares increased 12.42%; reported value increased 194.65%, and weight changed +2.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 6.17% | 12,796,543 | $1.44B | Shares decreased 27.51%; reported value increased 47.10%, and weight changed +1.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 1.17% | 3,335,358 | $279.19M | Shares decreased 73.94%; reported value decreased 80.57%, and weight changed -5.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 3.64% | 8,314,766 | $862.74M | Shares increased 149.29%; reported value increased 209.02%, and weight changed +2.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 6.16% | 6,494,719 | $1.79B | Shares decreased 21.89%; reported value increased 107.90%, and weight changed +2.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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