SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $20,242,292,228 |
| Positions | 26 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SANDISK CORP | SNDK | COM | $5,673,738,513 | 2,495,344 |
| MICRON TECHNOLOGY INC | MU | COM | $5,573,819,392 | 4,828,786 |
| BLOOM ENERGY CORP | BE | COM CL A | $1,898,778,982 | 6,272,808 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $1,265,099,645 | 2,649,035 |
| NEBIUS GROUP N.V. | NBIS | CLASS ASHS | $1,232,894,684 | 4,464,260 |
| COREWEAVE INC | CRWV | COM CL A | $744,515,203 | 7,479,558 |
| CORE SCIENTIFIC INC NEW | CORZ | COM | $665,556,824 | 26,008,473 |
| STMICROELECTRONICS | STM | NY REGISTRY | $584,344,203 | 7,802,700 |
| APPLIED DIGITAL CORP | APLD | COM NEW | $469,022,807 | 15,384,616 |
| RIOT PLATFORMS INC | RIOT | COM | $468,198,000 | 17,100,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.