SEC Form 13F

Hudson Way Capital Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$1,121,622,378
Positions18

Largest disclosed positions

IssuerTickerClassReported valueReported amount
KKR & CO INCKKRCOM$155,004,6721,688,872
VISA INCVCOM CL A$113,693,507331,381
SOMNIGROUP INTERNATIONAL INCSGICOM$94,535,2691,205,807
S&P GLOBAL INCSPGICOM$90,198,723221,477
WOODWARD INCWWDCOM$82,008,240192,761
TRANSDIGM GROUP INCTDGCOM$67,148,13650,410
TYLER TECHNOLOGIES INCTYLCOM$53,676,646183,535
SPOTIFY TECHNOLOGY S ASPOTSHS$52,693,432114,768
CINTAS CORPCTASCOM$51,248,336301,319
TEXAS INSTRS INCTXNCOM$50,732,408170,203

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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