🔓
Sign in as a Member to unlock the full view of NBIS. · Full hedge fund list, every line-item carveout, cabinet conflicts, and politicians-trading detail.
Become a Member$24.50/mo already a Member? Sign in →
NBIS

Nebius Group N.V.

Sector: communication servicesInternet Content & InformationNASDAQMarket Cap: $23.50B

Nebius is a European cloud-infrastructure and AI-services provider with minimal US political/regulatory exposure and no measurable lobbying or campaign activity.

Next filing → your inbox
Govt Dependence
5/100
Regulatory Density
15/100
Lobbying Intensity
0/100
Political Signal
NONE

BusinessWhat NBIS does

Nebius Group operates cloud computing, AI, and data-processing infrastructure primarily serving European and emerging-market customers. Revenue derives from infrastructure-as-a-service (IaaS), platform services, and AI/ML offerings. The company has limited direct US revenue exposure and operates largely outside US regulatory jurisdiction.

Lifetime Government AwardsNBIS federal contracts

NBIS doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding NBIS

$290.57B
Total NBIS held by tracked 13F funds
5
Funds with NBIS positions
Two Sigma Investments $290.02B +3069% 2026-03-31
Citadel Advisors $422M holds 2025-12-31
Millennium Management $73M -64% 2025-12-31
D.E. Shaw & Co. $54M -41% 2025-12-31
Bridgewater Associates $2M -47% 2025-12-31

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Political ProfileWhere NBIS sits in Washington

Nebius has zero US lobbying filings, zero campaign donations, and zero politician trades. The company operates primarily outside US regulatory jurisdiction and shows no measurable political engagement with US policymakers.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • US export controls on AI/semiconductor technology
  • potential EU data-residency mandates affecting US operations

Regulatory opportunities

  • No specific regulatory opportunities flagged.
Member intelligence layer

Live signals + predictions for NBIS — for Founders

The free page above gives you the public record. Members see the real-time intelligence layer on top of it:

Become a Founder · $24.50/mo Locked rate forever · cancel anytime

Frequently AskedAbout NBIS & political exposure

Does Nebius Group N.V. (NBIS) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Nebius Group N.V.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
What is NBIS political risk profile?
Government dependence: 5/100. Lobbying intensity: 0/100. Political signal: none.
How does GovGreed track NBIS political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. NBIS data is updated daily from these official federal sources.