SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-01 |
| Reported value | $903,015,201 |
| Positions | 23 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| COMCAST CORP NEW | CMCSA | CL A | $60,974,074 | 2,483,669 |
| EXPEDIA GROUP INC | EXPE | COM NEW | $58,227,541 | 227,558 |
| GODADDY INC | GDDY | CL A | $57,378,880 | 676,000 |
| UNIVERSAL HLTH SVCS INC | UHS | CL B | $56,501,159 | 379,993 |
| THE CIGNA GROUP | CI | COM | $55,963,040 | 203,000 |
| KASPI KZ JSC | KSPI | SPONSORED ADS | $53,716,800 | 620,000 |
| BLOCK H & R INC | HRB | COM | $53,312,000 | 1,400,000 |
| FACTSET RESH SYS INC | FDS | COM | $51,535,849 | 223,991 |
| VIPSHOP HLDGS LTD | VIPS | SPONSORED ADS A | $51,051,000 | 3,850,000 |
| SALLY BEAUTY HLDGS INC | SBH | COM | $42,361,376 | 2,995,854 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.