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NBIS·Nebius Group NV
infraAI 核心数据实时读取 · 截至 2026-08-26
持有机构数
35 / 100
追踪的 100 位投资人中 35 位持有 NBIS
合计仓位 $
$7.91B
13F 长仓 + 期间 13G/D 大宗申报去重合计
占全站 AI 敞口
0.3%
占 100 位投资人 AI 敞口总和的比例
最新一期动向 · 2026-Q2
建仓 NEW
Millennium
索罗斯
Holocene Advisors
Ken Fisher
柏基
D.E. Shaw
CDPQ AI 持仓组合
Situational Awareness
斯蒂芬·曼德尔
易方达 AI 持仓组合
BIT Capital AI 持仓组合
Analog Century AI 持仓组合+$3.03B
Millennium索罗斯Holocene AdvisorsKen Fisher柏基D.E. ShawCDPQ AI 持仓组合Situational Awareness斯蒂芬·曼德尔易方达 AI 持仓组合BIT Capital AI 持仓组合Analog Century AI 持仓组合加仓 ADD
Norges Bank
AQR Capital
Baron Capital AI 持仓组合
Jennison Associates AI 持仓组合
Hudson Bay Capital AI 持仓组合
T. Rowe Price
Citadel
Schonfeld AI 持仓组合
Wellington Management AI 持仓组合
APG AI 持仓组合
广发基金 AI 持仓组合+$2.12B
Norges BankAQR CapitalBaron Capital AI 持仓组合Jennison Associates AI 持仓组合Hudson Bay Capital AI 持仓组合T. Rowe PriceCitadelSchonfeld AI 持仓组合Wellington Management AI 持仓组合APG AI 持仓组合广发基金 AI 持仓组合减仓 TRIM
Man Group
Marshall Wace
Balyasny
Two Sigma AI 持仓组合
Verition Fund Management AI 持仓组合
Fred Alger AI 持仓组合
Anther Capital AI 持仓组合
Marsico Capital AI 持仓组合
Himension AI 持仓组合
Point72+$681M
Man GroupMarshall WaceBalyasnyTwo Sigma AI 持仓组合Verition Fund Management AI 持仓组合Fred Alger AI 持仓组合Anther Capital AI 持仓组合Marsico Capital AI 持仓组合Himension AI 持仓组合Point72清仓 EXIT
本季无清仓 EXIT
—持有机构明细
默认按仓位 $ 降序 · 点表头切换排序| 投资人 | 仓位 $↓ | 占其 AI 敞口 | 最新 13F 行动 | 建仓季 |
|---|---|---|---|---|
Fred Alger Management Fred Alger Management, LLC | $1.58B | 7.9% | TRIM2026-Q2 | 早于 2020-Q1 |
Leopold Aschenbrenner / Situational Awareness LP Situational Awareness LP | $1.23B | 6.2% | NEW2026-Q2 | 早于 2020-Q1 |
Stephen Mandel / Lone Pine Capital Lone Pine Capital LLC | $1.18B | 14.3% | NEW2026-Q2 | 早于 2020-Q1 |
Jennison Associates (Sig Segalas legacy) Jennison Associates LLC | $1.10B | 1.1% | ADD2026-Q2 | 早于 2020-Q1 |
Norges Bank Investment Management Norges Bank | $804M | 0.2% | ADD2026-Q2 | 早于 2020-Q1 |
John Overdeck / David Siegel / Two Sigma Two Sigma Investments, LP | $416M | 1.7% | TRIM2026-Q2 | 早于 2020-Q1 |
Brandon Haley / Holocene Advisors Holocene Advisors LP | $332M | 2.4% | NEW2026-Q2 | 早于 2020-Q1 |
 NVIDIA Corp NVIDIA Corporation | $329M | 0.5% | HOLD2026-Q2 | 早于 2020-Q1 |
T. Rowe Price Associates T. Rowe Price Associates, Inc. | $168M | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
Ken Griffin / Citadel Citadel LLC | $161M | 0.5% | ADD2026-Q2 | 早于 2020-Q1 |
Analog Century Management Analog Century Management LP | $98M | 5.4% | NEW2026-Q2 | 早于 2020-Q1 |
George Soros / Soros Fund Management Soros Fund Management LLC | $86M | 4.8% | NEW2026-Q2 | 早于 2020-Q1 |
Izzy Englander / Millennium Millennium Management LLC | $54M | 0.2% | NEW2026-Q2 | 早于 2020-Q1 |
Steve Cohen / Point72 Point72 Asset Management, L.P. | $50M | 0.3% | TRIM2026-Q2 | 早于 2020-Q1 |
Himension Capital Himension Capital (Singapore) Pte. Ltd. | $47M | 3.6% | TRIM2026-Q2 | 早于 2020-Q1 |
Caisse de depot et placement du Quebec Caisse de depot et placement du Quebec | $45M | 0.2% | NEW2026-Q2 | 早于 2020-Q1 |
APG Asset Management APG Asset Management N.V. | $37M | 0.2% | ADD2026-Q2 | 早于 2020-Q1 |
GF Fund Management GF Fund Management Co., Ltd. | $36M | 0.6% | ADD2026-Q2 | 早于 2020-Q1 |
Cliff Asness / AQR Capital AQR Capital Management LLC | $33M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
Ron Baron / Baron Capital BAMCO INC (Baron Capital Group) | $27M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
Nicholas Maounis / Verition Fund Management Verition Fund Management LLC | $26M | 1.7% | TRIM2026-Q2 | 早于 2020-Q1 |
 Gavin Baker / Atreides Management Atreides Management LP | $18M | 0.2% | HOLD2026-Q2 | 2026-Q1 |
Marsico Capital Management Marsico Capital Management, LLC | $16M | 0.8% | TRIM2026-Q2 | 早于 2020-Q1 |
Paul Marshall / Marshall Wace Marshall Wace, LLP | $9M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
Wellington Management Wellington Management Group LLP | $8M | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
Steven Schonfeld / Schonfeld Strategic Advisors Schonfeld Strategic Advisors LLC | $8M | 0.2% | ADD2026-Q2 | 早于 2020-Q1 |
Sander Gerber / Hudson Bay Capital Hudson Bay Capital Management LP | $5M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
E Fund Management E Fund Management Co., Ltd. | $2M | 0.1% | NEW2026-Q2 | 早于 2020-Q1 |
Man Group plc Man Group plc | $2M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
Dmitry Balyasny / Balyasny Asset Management Balyasny Asset Management LLC | $1M | 0.0% | TRIM2025-Q3 | 早于 2020-Q1 |
David Shaw / D.E. Shaw D. E. Shaw & Co., Inc. | $687387 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
Anther Capital Anther Capital Ltd | $607574 | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
Ken Fisher / Fisher Investments Fisher Asset Management, LLC | $438239 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
BIT Capital BIT Capital GmbH | $435796 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
Baillie Gifford & Co Baillie Gifford & Co | $11875 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
仓位动作明细
共 94 条 · 按时间倒序| 时间 | 投资人 | 动作 | Δ $ | Δ 股数 |
|---|---|---|---|---|
| 2026-Q2 | 减仓 | −$585M | −3.87M | |
| 2026-Q2 | 建仓 | +$98M | +356.2K | |
| 2026-Q2 | 减仓 | −$56M | −546.0K | |
| 2026-Q2 | 加仓 | +$35M | +128.9K | |
| 2026-Q2 | 加仓 | +$22M | +14.9K | |
| 2026-Q2 | 建仓 | +$1.23B | +4.46M | |
| 2026-Q2 | 加仓 | +$11M | +1.1K | |
| 2026-Q2 | 建仓 | +$12K | +43 | |
| 2026-Q2 | 加仓 | +$22M | +44.4K | |
| 2026-Q2 | 建仓 | +$436K | +1.6K | |
| 2026-Q2 | 清仓 | −$16M | −157.1K | |
| 2026-Q2 | 建仓 | +$45M | +163.8K | |
| 2026-Q2 | 加仓 | +$113M | +125.0K | |
| 2026-Q2 | 建仓 | +$687K | +2.5K | |
| 2026-Q2 | 建仓 | +$2M | +8.1K | |
| 2026-Q2 | 建仓 | +$438K | +1.6K | |
| 2026-Q2 | 加仓 | +$29M | +62.5K | |
| 2026-Q2 | 减仓 | −$17M | −122.3K | |
| 2026-Q2 | 建仓 | +$332M | +1.20M | |
| 2026-Q2 | 加仓 | +$5M | +17.2K | |
| 2026-Q2 | 加仓 | +$924M | +2.28M | |
| 2026-Q2 | 建仓 | +$1.18B | +4.26M | |
| 2026-Q2 | 减仓 | −$7M | −81.5K | |
| 2026-Q2 | 减仓 | −$3M | −27.4K | |
| 2026-Q2 | 减仓 | −$948K | −108.0K | |
| 2026-Q2 | 建仓 | +$54M | +193.9K | |
| 2026-Q2 | 加仓 | +$803M | +2.90M | |
| 2026-Q2 | 减仓 | −$11M | −193.9K | |
| 2026-Q2 | 加仓 | +$7M | +21.6K | |
| 2026-Q2 | 建仓 | +$86M | +310.0K | |
| 2026-Q2 | 加仓 | +$151M | +445.2K | |
| 2026-Q2 | 减仓 | −$126M | −1.29M | |
| 2026-Q2 | 减仓 | −$5M | −107.2K | |
| 2026-Q2 | 加仓 | +$6M | +15.8K | |
| 2026-Q1 | 加仓 | +$3M | +6.2K | |
| 2026-Q1 | 建仓 | +$7M | +63.1K | |
| 2026-Q1 | 建仓 | +$6M | +54.8K | |
| 2026-Q1 | 加仓 | +$14M | +127.7K | |
| 2026-Q1 | 建仓 | +$176M | +1.70M | |
| 2026-Q1 | 减仓 | −$3M | −56.1K | |
| 2026-Q1 | 加仓 | +$4M | +30.4K | |
| 2026-Q1 | 建仓 | +$39M | +373.9K | |
| 2026-Q1 | 减仓 | −$3M | −7.7K | |
| 2025-Q4 | 加仓 | +$2M | +3.7K | |
| 2025-Q4 | 减仓 | −$4M | −26.1K | |
| 2025-Q4 | 减仓 | −$120M | −1.05M | |
| 2025-Q4 | 清仓 | −$3M | −26.1K | |
| 2025-Q4 | 清仓 | −$546K | −4.9K | |
| 2025-Q4 | 清仓 | −$517M | −4.61M | |
| 2025-Q4 | 减仓 | −$13M | −76.9K | |
| 2025-Q4 | 减仓 | −$13M | −104.4K | |
| 2025-Q4 | 减仓 | −$3M | −56.0K | |
| 2025-Q4 | 加仓 | +$7M | +103.0K | |
| 2025-Q3 | 建仓 | +$11M | +95.3K | |
| 2025-Q3 | 减仓 | −$1M | −36.0K | |
| 2025-Q3 | 建仓 | +$6M | +55.4K | |
| 2025-Q3 | 减仓 | −$20M | −803.6K | |
| 2025-Q3 | 建仓 | +$3M | +26.1K | |
| 2025-Q3 | 建仓 | +$546K | +4.9K | |
| 2025-Q3 | 加仓 | +$354M | +1.65M | |
| 2025-Q3 | 加仓 | +$20M | +140.2K | |
| 2025-Q3 | 加仓 | +$12M | +83.5K | |
| 2025-Q3 | 清仓 | −$30M | −539.8K | |
| 2025-Q3 | 建仓 | +$2M | +14.9K | |
| 2025-Q2 | 减仓 | −$509K | −100.4K | |
| 2025-Q2 | 建仓 | +$108M | +1.94M | |
| 2025-Q2 | 建仓 | +$164M | +2.96M | |
| 2025-Q2 | 建仓 | +$4M | +80.6K | |
| 2025-Q2 | 减仓 | −$35M | −1.74M | |
| 2025-Q2 | 减仓 | −$5M | −357.0K | |
| 2025-Q2 | 清仓 | −$7M | −333.3K | |
| 2025-Q1 | 减仓 | −$5M | −136.8K | |
| 2025-Q1 | 减仓 | −$32M | −718.1K | |
| 2025-Q1 | 减仓 | −$72M | −2.51M | |
| 2025-Q1 | 减仓 | −$6M | −151.8K | |
| 2024-Q4 | 加仓 | +$7M | +245.0K | |
| 2024-Q4 | 减仓 | −$559K | −156.4K | |
| 2024-Q4 | 清仓 | −$0 | −4.14M | |
| 2024-Q4 | 建仓 | +$70M | +2.51M | |
| 2024-Q4 | 建仓 | +$33M | +1.19M | |
| 2024-Q4 | 建仓 | +$13M | +485.1K | |
| 2024-Q4 | 建仓 | +$0 | +69.6K | |
| 2024-Q3 | 加仓 | +$0 | +2.3K | |
| 2024-Q2 | 加仓 | +$746K | +8.4K | |
| 2024-Q2 | 加仓 | +$0 | +318 | |
| 2024-Q1 | 减仓 | −$746K | −8.4K | |
| 2024-Q1 | 减仓 | −$542K | −19.1K | |
| 2024-Q1 | 建仓 | +$0 | +4.13M | |
| 2024-Q1 | 加仓 | +$876K | +46.3K | |
| 2024-Q1 | 建仓 | +$1M | +69.6K | |
| 2023-Q2 | 清仓 | −$346K | −935.3K | |
| 2021-Q1 | 清仓 | −$14M | −205.4K | |
| 2020-Q4 | 建仓 | +$14M | +205.4K | |
| 2018-Q2 | 清仓 | −$12M | −304.0K |
13G / 13D 大宗申报
超过 5% 门槛的被动/主动申报| 投资人 | 申报日期 | 类型 | 申报仓位 $ | 占比 % |
|---|---|---|---|---|
| Leopold Aschenbrenner / Situational Awareness LP | 2026-05-27 | SC 13G | — | 5.6% |