Form 13-F position report

NEBIUS GROUP N.V. CLASS A ORDI

Reported by Bayesian Capital Management LP

Manager portfolio Source filing
NBIS CUSIP N97284108 Manager CIK 0001632551
Latest reported change

First reported at 22,100 shares this quarter.

New
% of reported 13F value 2.8% This manager · Q1 2026
Shares 22,100 Quarter-end amount reported
Reported value $2,293,096 Fair value at quarter end
Consecutive quarters held 4 Through Q1 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

7 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 0 -22,100 (-100.0%) 0 $0 2026-08-14
Q1 2026 New 22,100 +22,100 (0.0%) 2.8% $2,293,096 2026-05-15
Q4 2025 Reduced 0 -10,100 (-100.0%) 0 $0 2026-02-17
Q3 2025 Added 10,100 +2,316 (29.8%) 0.23% $1,133,927 2025-11-14
Q2 2025 New 7,784 +7,784 (0.0%) 0.07% $430,689 2025-08-14
Q1 2022 Reduced 0 -6,431 (-100.0%) 0 $0 2022-05-16
Q4 2021 New 6,431 +6,431 (0.0%) 0.12% $389,000 2022-02-14
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Institutional context

Who else reported the position

809 managers reported NEBIUS GROUP N.V. CLASS A ORDI for Q1 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 9,937,586 +506,186 0.02% $1,031,123,962 7 qtrs
FRED ALGER MANAGEMENT LLC Added 9,599,306 +1,661,403 4.38% $996,023,990 6 qtrs
Orbis Allan Gray Ltd Added 8,314,766 +4,979,408 3.64% $862,740,120 22 qtrs
Value Aligned Research Advisors LLC Added 5,813,450 +2,507,674 2.91% $603,203,572 6 qtrs
Accel Leaders 4 Associates L P Unchanged 4,580,952 0 100.0% $475,319,580 6 qtrs
MORGAN STANLEY Reduced 3,665,034 -39,625 0.02% $380,284,083 52 qtrs
STATE STREET CORPORATION Added 3,501,460 +282,134 0.01% $363,311,490 52 qtrs
Capital Research Global Investors Added 3,359,169 +591,889 0.05% $348,417,935 2 qtrs
JANUS HENDERSON GROUP PLC Added 3,221,553 +416,733 0.16% $334,263,381 3 qtrs
UBS Group AG Reduced 3,119,738 -1,462,065 0.05% $323,704,015 46 qtrs
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Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 15, 2026
Filing type
13F-HR
Position type
SHS CLASS A

Voting authority reported

Sole
22,100
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.