SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $1,630,164,711 |
| Positions | 9 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $552,945,000 | 573,000 |
| MASTERCARD INCORPORATED | MA | CL A | $219,127,440 | 426,650 |
| TTM TECHNOLOGIES INC | TTMI | COM | $189,234,317 | 1,011,840 |
| CORNING INC | GLW | COM | $152,568,339 | 597,300 |
| TRANSDIGM GROUP INC | TDG | COM | $116,593,461 | 87,530 |
| US FOODS HLDG CORP | USFD | COM | $111,299,125 | 1,088,500 |
| SPOTIFY TECHNOLOGY S A | SPOT | SHS | $109,961,635 | 239,500 |
| AMPHENOL CORP | APH | CL A | $95,768,208 | 543,150 |
| HEALTHEQUITY INC | HQY | COM | $82,667,186 | 915,270 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.