SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-24 |
| Reported value | $737,304,199 |
| Positions | 92 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Silicon Motion Technology Corp | SIMO | ADR | $49,179,667 | 147,700 |
| Celestica Inc | CLS | COM | $30,099,381 | 82,550 |
| Vicor Corp | VICR | COM | $29,257,137 | 77,100 |
| Tower Semiconductor Ltd | TSEM | COM | $25,777,620 | 99,000 |
| Kulicke & Soffa Industries Inc | KLIC | COM | $23,613,186 | 176,600 |
| Fabrinet | FN | COM | $23,384,192 | 41,600 |
| DigitalOcean Holdings Inc | DOCN | COM | $23,161,925 | 147,500 |
| Micron Technology Inc | MU | COM | $20,828,756 | 18,100 |
| Ceva Inc | CEVA | COM | $17,419,159 | 369,363 |
| Pegasystems Inc | PEGA | COM | $16,605,778 | 554,450 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.