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?
2 published ideas on Nebius Group across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Nebius Group: the full 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
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…