SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $846,693,417 |
| Positions | 22 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| MARVELL TECHNOLOGY INC | MRVL | COM | $116,461,287 | 390,954 |
| AMAZON COM INC | AMZN | COM | $77,526,044 | 325,275 |
| LAM RESEARCH CORP | LRCX | COM NEW | $61,879,524 | 142,800 |
| TOWER SEMICONDUCTOR LTD | TSEM | SHS NEW | $49,756,176 | 190,900 |
| AEVA TECHNOLOGIES INC | AEVA | COM NEW | $47,371,859 | 1,649,438 |
| WOLFSPEED INC | WOLF | COMMON STOCK | $43,526,325 | 902,100 |
| VISHAY INTERTECHNOLOGY INC | VSH | COM | $42,733,588 | 794,600 |
| ROCKET COS INC | RKT | COM CL A | $40,992,525 | 2,602,700 |
| BRUKER CORP | BRKR | COM | $38,840,172 | 645,400 |
| BAIDU INC | BIDU | SPON ADR REP A | $38,521,787 | 337,053 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.