SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $534,704,065 |
| Positions | 18 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| GDS HLDGS LTD | GDS | SPONSORED ADS | $76,972,656 | 2,563,192 |
| BBB FOODS INC | TBBB | CL A COM | $71,579,476 | 1,717,770 |
| ROBLOX CORP | RBLX | CL A | $51,661,000 | 950,000 |
| SHAKE SHACK INC | SHAK | CL A | $48,368,284 | 863,411 |
| MARAVAI LIFESCIENCES HLDGS I | MRVI | COM CL A | $44,055,617 | 7,060,195 |
| REPLIGEN CORP | RGEN | COM | $38,225,713 | 280,165 |
| AFFIRM HLDGS INC | AFRM | COM CL A | $37,513,000 | 460,000 |
| TOAST INC | TOST | CL A | $34,714,909 | 1,247,840 |
| ACM RESH INC | ACMR | COM CL A | $28,550,250 | 225,000 |
| HEARTFLOW INC | HTFL | COM | $26,479,350 | 902,500 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.