Position in NBIS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,685,775,096
+$1,082,571,524 QoQ
Shares Held
6,104,121
+5.0% QoQ
Ownership
2.25%
of shares outstanding
% of Portfolio
10.08%
of 13F equity value
Holder Rank
#6
of 1,052 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NBIS Over Time
Shares Held
Position Value (USD)
Derivatives in NBIS
reported options exposure · as of Jun 30, 2026CallValue
$231,292,375
CallShares
837,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Value Aligned Research Advisors, LLC holds $1,819,870,452 across 3 Internet Content & Information names. NBIS ranks #1 (92.6% of the industry book) .
All Filings in NBIS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,292,375 | 837,500 | Call | Sole | 2026-08-17 | |
| 2026-06-30 | $1,685,775,096 | 6,104,121 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $44,409,280 | 428,000 | Call | Sole | 2026-05-18 | |
| 2026-03-31 | $603,203,572 | 5,813,450 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $276,709,980 | 3,305,776 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $19,151,704 | 228,800 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $225,600,951 | 2,009,450 | Shares | Sole | 2025-12-03 | |
| 2025-09-30 | $25,687,376 | 228,800 | Call | Sole | 2025-12-03 | |
| 2025-06-30 | $12,659,504 | 228,800 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $123,282,100 | 2,228,124 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $39,682,894 | 1,879,815 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $781,070 | 37,000 | Call | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||