LongNBISJun 2026
Nebius Group
Orbis continues to hold Nebius after trimming the position into strength. Its conviction rests on the quality of management and a credible pathway to more than 4GW of data-centre…
NBIS
Which hedge funds are long NBIS?
6 published ideas on Nebius Group across 6 funds — 6 long and 0 short.
Nebius hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Nebius: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongNBISJun 2026
Nebius Group N.V.
Alger sees Nebius as a next-generation AI infrastructure provider purpose-built for machine learning and high-performance computing. Its vertically integrated model combines…
LongNBISJun 2026
Nebius Group N.V.
Alger sees Nebius as a next-generation AI infrastructure provider purpose-built for machine learning and high-performance computing. Its vertically integrated approach combines…
LongNBISJun 2026
Nebius Group N.V.
Alger sees Nebius as a specialized AI infrastructure company with a full-stack platform for GPU-accelerated cloud computing. The fund believes its vertically integrated…
LongNBISJun 2026
Nebius Group
Nebius Group is a leading neocloud infrastructure provider offering specialized computing capacity for artificial intelligence workloads. Polen sees emerging neocloud providers…
LongNBISMar 2026
Nebius Group
Nebius has successfully de-risked its business model over the last year, answering key questions around its viability. It has secured massive, long-term contracts with major…