SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $2,732,038,915 |
| Positions | 25 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLIED MATERIAL ORD | AMAT | COM | $158,781,645 | 219,615 |
| AMPHENOL CL A ORD | APH | CL A | $142,800,334 | 809,893 |
| TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | TSM | SPONSORED ADR | $141,593,297 | 296,487 |
| MICRON TECHNOLOGY ORD | MU | COM | $137,509,413 | 119,129 |
| NVIDIA ORD | NVDA | COM | $135,599,792 | 677,694 |
| ONTO INNOVATION ORD | ONTO | COM | $126,183,556 | 333,422 |
| ADVANCED ENERGY INDUSTRIES ORD | AEIS | COM | $124,145,202 | 332,945 |
| ASTERA LABS ORD | ALAB | COM | $122,503,049 | 253,619 |
| SILICON MOTION TECHNO ADR REP 4 ORD | SIMO | SPONSORED ADR | $120,832,792 | 362,502 |
| ANALOG DEVICES ORD | ADI | COM | $114,163,736 | 287,443 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.