SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $222,791,213 |
| Positions | 13 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| VICOR CORP | VICR | COM | $38,395,758 | 101,100 |
| MICRON TECHNOLOGY INC | MU | COM | $34,282,413 | 29,700 |
| TOWER SEMICONDUCTOR LTD | TSEM | SHS NEW | $28,149,120 | 108,000 |
| SEMTECH CORP | SMTC | COM | $26,219,700 | 162,000 |
| ONTO INNOVATION INC | ONTO | COM | $26,113,050 | 69,000 |
| TERADYNE INC | TER | COM | $18,289,152 | 37,800 |
| ROUNDHILL ETF TRUST | DRAM | MEMORY ETF | $17,280,900 | 234,000 |
| DIODES INC | DIOD | COM | $8,755,200 | 80,000 |
| VISHAY INTERTECHNOLOGY INC | VSH | COM | $8,604,800 | 160,000 |
| VISHAY PRECISION GROUP INC | VPG | COM | $6,745,950 | 45,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.