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NBIS position history

The shares of Yandex (NBIS) that Value Aligned Research Advisors, LLC reported in each quarter’s 13F.

Equity, SHS CLASS A

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q4: 1,040,956 shares, $29M, 7.9% of portfolio, New
  2. 2025 Q1: 1,879,815 shares, $40M, 2.9% of portfolio, Add +80.6%
  3. 2025 Q2: 2,228,124 shares, $123M, 2.6% of portfolio, Add +18.5%
  4. 2025 Q3: 3,212,145 shares, $361M, 4.7% of portfolio, Add +44.2%
  5. 2025 Q4: 3,305,776 shares, $277M, 2.8% of portfolio, Add +2.9%
  6. 2026 Q1: 5,813,450 shares, $603M, 2.9% of portfolio, Add +75.9%
  7. 2026 Q2: 6,104,121 shares, $1.7B, 4.2% of portfolio, Add +5.0%
Holdings date Value % of holdings Shares Filing date All 13F holders