SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $3,905,249,786 |
| Positions | 21 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| WESTERN DIGITAL CORP | WDC | COM | $901,601,184 | 1,411,575 |
| LAM RESEARCH CORP | LRCX | COM NEW | $543,606,852 | 1,254,487 |
| CORNING INC | GLW | COM | $337,602,086 | 1,321,701 |
| TERADYNE INC | TER | COM | $322,762,890 | 667,086 |
| MICRON TECHNOLOGY INC | MU | COM | $314,437,830 | 272,408 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $302,992,854 | 634,447 |
| SANDISK CORP | SNDK | COM | $275,737,511 | 121,271 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $273,496,440 | 283,416 |
| APPLIED MATLS INC | AMAT | COM | $205,574,205 | 284,335 |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $195,526,142 | 98,282 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.