Accel Leaders 4 Associates L.P. holds a concentrated book of 1 stock worth $1.0B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they trimmed Nebius Group NV. Their largest long position is Nebius Group NV at 100% of the equity book. Cloning the disclosed picks since 2025 would be +310% (+197.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +714.4%, a 404.0-point gap that is the cost of the ~43-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Accel Leaders 4 Associates L.P.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No buys this quarter.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nebius Group N.V. SHS Class A | $1.0B | 3.66M | 100.0% | ▼−20% Reduced · −916K sh |
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Use Arkolith to show Accel Leaders 4 Associates L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 1 | $1.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 1 | $475.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 1 | $383.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 1 | $514.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 1 | $253.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 1 | $96.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.