Nebius (NBIS) Stock Concentration Calculator
Calculator · free · no signup · NBISQuantify Nebius concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →About Nebius
Nebius (NBIS) is a public Cloud/SaaS company, incorporated in P7. IPO'd Oct 21, 2024.
Last close: $265.1 per share (as of 2026-06-17).
GPU cloud; HQ NL.
Equity grants at Nebius typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
Nebius Group N.V., headquartered in Amsterdam, is a technology company that provides artificial intelligence infrastructure. The company also owns Avride and TripleTen, as well as stakes in Toloka and Clickhouse. It is headquartered in Amsterdam with offices in Israel and the United States.
Source: Wikipedia (CC BY-SA 4.0)
In October 2024, Nebius Group resumed NASDAQ trading under NBIS after Yandex N.V. divested its Russian assets and renamed the surviving Dutch parent. Founder Arkady Volozh (previously Yandex CEO for 25 years) runs the Amsterdam-headquartered company, which builds GPU cloud infrastructure for AI developers. Operations include a Finland datacenter in Mäntsälä, sites in Israel, Paris, and Kansas City, plus a 300MW New Jersey buildout. Microsoft committed up to $19.4 billion for compute capacity, and Nvidia took a stake in the December 2024 financing round.
Sources: en.wikipedia.org · nebius.com · techcrunch.com
Equity comp at Nebius
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Nebius.
If a meaningful share of your net worth sits in NBIS, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with NBIS's option-implied volatility.
Example: 5,000 NBIS shares at $265.1 is a $1,325,500 position. A 30% drawdown costs $397,650; a 50% drawdown costs $662,750; a 70% drawdown costs $927,850. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using NBIS's option-implied volatility and your cost basis.
All Nebius tools → · Use the generic Stock Concentration Calculator for any company.
Nebius equity questions
- How much NBIS stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your NBIS position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Nebius grant ISOs, NSOs, or RSUs?
- Equity compensation at Nebius typically takes the form of incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise. Restricted stock units are taxed as ordinary income when they vest.
- When did the Nebius IPO lockup expire?
- Nebius (NBIS) went public on October 21, 2024. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around April 19, 2025. Confirm against your own grant paperwork, since some lockups release early or in stages.
- Do Nebius RSUs use double-trigger vesting?
- No. Nebius restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
One piece of the puzzle.
OptionsAhoy plans your Nebius equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.