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NEBIUS · 13F 机构持仓分析
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NEBIUS

NEBIUS GROUP N VNBIS
持有机构数
1076
机构合计市值 (Q2 2026)
$672.74亿
机构合计股数 (Q2 2026)
2.44亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1.02亿股
717 · 411 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2,613.3万股
344 · 69 清仓 · ≈
⚖️ 净额
+7,627.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$672.74亿
持有机构数
1076
新买入
411
加仓
306
减仓
275
清仓
69
持股不变
84
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
高盛集团GOLDMAN SACHS GROUP INC
0.79%0.05%#106$91.13亿3,299.8万股$4.48亿431.5万股+2,868.3万股+664.80%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.42%0.19%#158$53.42亿1,934.2万股$16.80亿1,618.8万股+315.4万股+19.49%加仓
简街集团JANE STREET GROUP, LLC
0.3%0.16%#188$36.39亿1,317.8万股$12.56亿1,210.4万股+107.4万股+8.87%加仓
贝莱德BlackRock, Inc.
0.05%0.02%#541$31.85亿1,153.1万股$10.31亿993.8万股+159.4万股+16.04%加仓
城堡顾问CITADEL ADVISORS LLC
0.36%0.1%#174$31.50亿1,140.6万股$6.21亿598.4万股+542.2万股+90.60%加仓
景顺Invesco Ltd.
0.15%0.03%#285$19.18亿694.3万股$1.83亿176.4万股+517.9万股+293.53%加仓
价值一致研究顾问Value Aligned Research Advisors, LLC
4.78%3.13%#29$19.17亿694.2万股$6.48亿624.1万股+70.0万股+11.22%加仓
Orbis Allan GrayOrbis Allan Gray Ltd
6.16%3.64%#20$17.94亿649.5万股$8.63亿831.5万股-182.0万股-21.89%减仓
瑞银集团UBS Group AG
0.22%0.06%#233$17.17亿621.7万股$3.68亿355.1万股+266.6万股+75.08%加仓
美国银行BANK OF AMERICA CORP /DE/
0.11%0.01%#359$16.95亿613.9万股$1.55亿149.9万股+464.0万股+309.61%加仓
弗雷德·阿尔杰管理FRED ALGER MANAGEMENT, LLC
5.27%4.37%#25$15.82亿572.7万股$9.96亿959.9万股-387.3万股-40.34%减仓
情境意识基金Situational Awareness LP
6.09%#22$12.33亿446.4万股$00股+446.4万股新买入
孤松资本LONE PINE CAPITAL LLC
7.19%#13$11.76亿425.8万股$00股+425.8万股新买入
道富集团STATE STREET CORP
0.03%0.01%#619$11.24亿407.0万股$3.63亿350.1万股+56.8万股+16.23%加仓
詹尼森联营JENNISON ASSOCIATES LLC
0.66%0.12%#122$11.00亿398.4万股$1.76亿170.0万股+228.4万股+134.32%加仓
Clear Street集团Clear Street Group Inc.
2.74%1.29%#42$10.83亿392.0万股$3.17亿305.9万股+86.1万股+28.17%加仓
摩根大通JPMORGAN CHASE & CO
0.06%0.01%#492$10.43亿399.5万股$1.35亿145.9万股+253.7万股+173.92%加仓
摩根士丹利MORGAN STANLEY
0.05%0.02%#505$10.38亿375.8万股$3.08亿274.0万股+101.9万股+37.18%加仓
阿尔茨舒勒·沙哈姆Altshuler Shaham Ltd
10.99%0.17%#9$10.17亿368.4万股$937.9万518.5万股-150.1万股-28.94%减仓
Accel Leaders 4 Associates L.P.
100%100%#1$10.12亿366.5万股$4.75亿458.1万股-91.6万股-20.00%减仓
挪威央行投资管理NORGES BANK
0.08%<0.01%#428$8.04亿291.1万股$904.5万42.8万股+248.3万股+579.46%加仓
千禧管理MILLENNIUM MANAGEMENT LLC
0.27%0.03%#206$8.01亿290.0万股$7,122.1万68.6万股+221.3万股+322.47%加仓
木星资产管理Jupiter Topco LLC
0.29%#193$7.14亿258.6万股$00股+258.6万股新买入
Capstone投资顾问CAPSTONE INVESTMENT ADVISORS, LLC
0.64%0.34%#127$6.23亿225.7万股$2.24亿216.1万股+9.6万股+4.46%加仓
Accel Leaders 3 Associates L.P.
100%100%#1$6.22亿225.2万股$2.34亿225.2万股00.00%持仓不变
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
0.03%0.01%#636$5.79亿211.4万股$2.15亿209.1万股+2.4万股+1.13%加仓
东方汇理Amundi
0.13%0.04%#317$5.53亿200.2万股$1.39亿134.4万股+65.8万股+48.98%加仓
Rovida Investment Management Ltd
37.56%24.62%#6$5.51亿199.6万股$1.96亿189.4万股+10.3万股+5.41%加仓
安大略医疗养老基金(HOOPP)HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
0.77%#109$5.46亿197.9万股$00股+197.9万股新买入
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.3%0.23%#187$4.21亿152.3万股$2.91亿280.5万股-128.2万股-45.70%减仓
PEAK6PEAK6 LLC
0.77%0.22%#111$3.73亿135.0万股$9,490.9万91.5万股+43.5万股+47.58%加仓
加州公务员退休基金(CalPERS)CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
0.19%0.02%#252$3.40亿123.2万股$2,494.3万24.0万股+99.1万股+412.36%加仓
花旗集团CITIGROUP INC
0.11%0.01%#354$3.36亿121.5万股$2,176.2万21.0万股+100.5万股+479.27%加仓
北方信托NORTHERN TRUST CORP
0.04%0.01%#589$3.33亿120.4万股$1.06亿102.3万股+18.1万股+17.68%加仓
Holocene顾问Holocene Advisors, LP
0.75%#114$3.32亿120.3万股$00股+120.3万股新买入
英伟达NVIDIA CORP
0.52%0.67%#138$3.29亿119.0万股$1.24亿119.0万股00.00%持仓不变
英国法通集团Legal & General Group Plc
0.07%0.03%#457$3.28亿118.9万股$1.23亿118.8万股+1,594股+0.13%加仓
Anatole Investment Management Ltd
51.22%#5$3.02亿109.4万股$00股+109.4万股新买入
Voloridge投资管理VOLORIDGE INVESTMENT MANAGEMENT, LLC
1.26%#70$2.96亿107.4万股$00股+107.4万股新买入
富国银行WELLS FARGO & COMPANY/MN
0.05%<0.01%#548$2.84亿102.7万股$1,968.7万19.0万股+83.7万股+441.05%加仓
D.E.肖D. E. Shaw & Co., Inc.
0.13%0.05%#320$2.79亿100.9万股$8,835.2万85.2万股+15.7万股+18.50%加仓
Walleye交易Walleye Trading LLC
0.29%0.13%#196$2.52亿91.2万股$7,877.5万75.9万股+15.2万股+20.07%加仓
吉尔德·加尼翁·豪GILDER GAGNON HOWE & CO LLC
2.48%1.18%#48$2.40亿87.1万股$9,868.5万95.1万股-8.0万股-8.44%减仓
DEUTSCHE 银行 AG\DEUTSCHE BANK AG\
0.07%0.02%#468$2.24亿81.2万股$6,379.2万61.5万股+19.7万股+32.02%加仓
Marex集团Marex Group plc
0.91%0.47%#97$2.14亿77.6万股$7,398.7万71.3万股+6.3万股+8.77%加仓
LMR合伙人LMR Partners LLP
0.79%0.17%#107$2.10亿76.0万股$7,622.3万73.5万股+2.6万股+3.48%加仓
巴克莱BARCLAYS PLC
0.04%0.01%#580$2.09亿75.7万股$3,307.1万31.9万股+43.8万股+137.52%加仓
Tree Line Advisors (Hong Kong) Ltd.
55.05%42.44%#4$1.93亿70.0万股$9,871.8万107.0万股-37.0万股-34.58%减仓
第一信托顾问FIRST TRUST ADVISORS LP
0.11%<0.01%#349$1.92亿69.7万股$557.7万5.4万股+64.3万股+1,196.42%加仓
富达投资FMR LLC
0.01%<0.01%#858$1.89亿68.6万股$12.3万1,184股+68.5万股+57,845.95%加仓

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