SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $712,363,252 |
| Positions | 14 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| AMAZON COM INC | AMZN | COM | $101,520,923 | 425,950 |
| TOAST INC | TOST | CL A | $97,501,978 | 3,504,744 |
| NCINO INC | NCNO | COM | $81,598,157 | 4,990,713 |
| COUPANG INC | CPNG | CL A | $76,693,761 | 4,415,300 |
| MICROSOFT CORP | MSFT | COM | $61,660,206 | 165,300 |
| TRADEWEB MKTS INC | TW | CL A | $45,385,164 | 455,400 |
| SPOTIFY TECHNOLOGY S A | SPOT | SHS | $42,010,395 | 91,500 |
| SERVICENOW INC | NOW | COM | $41,310,408 | 416,100 |
| ADVANCED MICRO DEVICES INC | AMD | COM | $34,157,508 | 58,800 |
| LPL FINL HLDGS INC | LPLA | COM | $33,407,248 | 118,600 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.