SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $1,703,321,672 |
| Positions | 70 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | AMD | COM | $72,613,750 | 125,000 |
| GUIDEWIRE SOFTWARE INC | GWRE | COM | $67,677,500 | 550,000 |
| T-MOBILE US INC | TMUS | COM | $64,576,050 | 385,000 |
| VERIZON COMMUNICATIONS INC | VZ | COM | $63,478,668 | 1,499,260 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $53,869,896 | 112,800 |
| UBER TECHNOLOGIES INC | UBER | COM | $50,512,000 | 700,000 |
| WARNER BROS DISCOVERY INC | WBD | COM SER A | $46,401,250 | 1,740,482 |
| AMERICAN TOWER CORP | AMT | COM | $46,202,636 | 282,464 |
| NUTANIX INC | NTNX | CL A | $44,100,784 | 865,400 |
| MICROSOFT CORP | MSFT | COM | $43,755,246 | 117,300 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.