SEC 13F Intelligence

Dilation Capital Management LP / NBIS

Dilation Capital Management LP’s Nebius Group N.V. Position

Does Dilation Capital Management LP own Nebius Group N.V. (NBIS)? Yes — 30.2K shares worth $3M (+1.57% of its 13F portfolio) as of Q1 2026, down from 55.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
30.2K
% of Portfolio
+1.57%
Quarters Held
5
currently held

Position History NBIS

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q2 ’25: $4MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202630.2K$3M+1.57%
Q4 202555.7K$5M+2.14%
Q3 202567.4K$8M+3.75%
Q2 202580.8K$4M+2.38%
Q4 202498.6K$3M+2.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dilation Capital Management LP’s full portfolio or all institutional holders of NBIS.