A July 6, 2026 SEC filing shows TTRF Capital Ltd established a new Nebius Group N.V. (NASDAQ:NBIS) position estimated at $64.0 million using quarterly average pricing.
What happened According to an SEC filing reported on July 6, 2026, the firm initiated its stake in the AI infrastructure provider
This entry into Nebius Group followed the company’s rebranding from Yandex N.V. in August 2024. The stake’s valuation reached $89.2 million by quarter-end. Separately, the firm reported 13 total equity positions in the quarter.
What else to know – The July 6, 2026 filing confirms a new position for the firm, representing 58.8% of reported 13F assets. – Top five holdings as of the filing date: – Nebius Group (NASDAQ:NBIS): $89.2 million (58.8% of AUM) – Palantir Technologies (NASDAQ:PLTR): $20.0 million (13.2% of AUM) – AST SpaceMobile (NASDAQ:ASTS): $7.8 million (5.1% of AUM) – SoFi Technologies (NASDAQ:SOFI): $7.7 million (5.1% of AUM) – Meta Platforms (NASDAQ:META): $7.5 million (4.9% of AUM) – – Nebius Group has outperformed the S&P 500 index by about 300 percentage points over the past year. Company Overview Company Snapshot – Nebius Group operates a comprehensive AI infrastructure platform that provides GPU computing clusters, cloud services, and developer tools to support demanding artificial intelligence workloads globally. – The company generates revenue from its diversified portfolio, including Nebius (an AI cloud platform), Toloka AI (data solutions for generative AI development), TripleTen (technology education), and Avride (autonomous driving technologies). – The company serves enterprise customers, AI developers, technology learners, and autonomous vehicle manufacturers seeking scalable infrastructure and specialized services within the artificial intelligence ecosystem. Nebius Group is a technology infrastructure company headquartered in Amsterdam with 1,371 employees and a market capitalization of $51.75 billion as of July 6, 2026.