SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $1,847,373,136 |
| Positions | 25 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| AFFIRM HLDGS INC | AFRM | COM CL A | $125,410,852 | 1,537,840 |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | ORDINARY SHARES | $109,188,741 | 401,503 |
| SAMSARA INC | IOT | COM CL A | $100,067,792 | 3,085,655 |
| AAON INC | AAON | COM PAR $0.004 | $98,523,155 | 776,629 |
| APPLOVIN CORP | APP | COM CL A | $98,423,356 | 191,028 |
| FAIR ISAAC CORP | FICO | COM | $89,546,371 | 74,948 |
| SHIFT4 PMTS INC | FOUR | CL A | $89,196,178 | 1,833,803 |
| SNOWFLAKE INC | SNOW | COM SHS | $83,987,800 | 330,011 |
| ILLUMINA INC | ILMN | COM | $80,665,002 | 458,767 |
| COSTAR GROUP INC | CSGP | COM | $76,313,819 | 2,694,697 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.