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Crossroads Capital LLC, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Crossroads Capital Investment Partners, LP, appreciated 6.4% net of all fees and expenses in the third quarter of 2025, making the YTD return 34.1% net through Q3 2025. The fund has compounded at 21.4% gross and 17.3% net basis since inception. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its third-quarter 2025 investor letter, Crossroads Capital highlighted stocks such as Nebius Group N.V. (NASDAQ:NBIS). Headquartered in Amsterdam, the Netherlands, Nebius Group N.V. (NASDAQ:NBIS) is a technology company. The one-month return of Nebius Group N.V. (NASDAQ:NBIS) was 4.89%, and its shares gained 230.08% of their value over the last 52 weeks. On December 22, 2025, Nebius Group N.V. (NASDAQ:NBIS) stock closed at $93.23 per share, with a market capitalization of $23.476 billion.
Crossroads Capital stated the following regarding Nebius Group N.V. (NASDAQ:NBIS) in its third quarter 2025 investor letter:
“Nebius Group N.V. (NASDAQ:NBIS) moved sharply higher after announcing a multi-year AI infrastructure agreement with Microsoft with a contract value of $19+ billion that effectively exceeded Nebius’ pre-announcement market capitalization. The more important point isn’t the size of the headline win but the character of the revenue, which provides significant visibility into Nebius’ future earnings power.
Nebius Group N.V. (NASDAQ:NBIS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 65 hedge fund portfolios held Nebius Group N.V. (NASDAQ:NBIS) at the end of the third quarter, up from 45 in the previous quarter. While we acknowledge the potential of Nebius Group N.V. (NASDAQ:NBIS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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