LONG WALK MANAGEMENT LP

Position in NBIS — Nebius Group N.V.

CIK 1869470 GREENWICH, CT

Position in NBIS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$22,515,920

-$2,135,202 QoQ

Shares Held

217,000

-26.3% QoQ

Ownership

0.098%

of shares outstanding

% of Portfolio

6.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Communication Services · as of Mar 31, 2026

LONG WALK MANAGEMENT LP holds $112,177,983 across 4 Internet Content & Information names. NBIS ranks #4 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	137,500	$39,539,500
2	SPOT	Spotify Technology S.A.	54,575	$26,463,963
3	PINS	Pinterest, Inc.	1,290,000	$23,658,600
4	NBIS	Nebius Group N.V. This page	217,000	$22,515,920

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,515,920	217,000	-26.3%	Shares	Sole	2026-05-14
2025-12-31	$24,651,122	294,500	-37.8%	Shares	Sole	2026-02-12
2025-09-30	$53,131,777	473,250	-5.3%	Shares	Sole	2025-11-07
2025-06-30	$27,665,000	500,000	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.