SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $1,102,243,171 |
| Positions | 70 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SANDISK CORP | SNDK | COM | $74,144,062 | 32,609 |
| AMAZON COM INC | AMZN | COM | $54,002,839 | 226,579 |
| MICRON TECHNOLOGY INC | MU | COM | $47,761,057 | 41,377 |
| GENEDX HOLDINGS CORP | WGS | COM CL A | $39,264,368 | 571,950 |
| APPLIED MATERIALS | AMAT | COM | $39,134,544 | 54,128 |
| LAM RESEARCH | LRCX | COM | $38,551,637 | 88,966 |
| ADVANCED MICRO DEVICES INC | AMD | COM | $36,728,616 | 63,226 |
| COHERENT CORP | COHR | COM | $36,437,588 | 92,371 |
| APPLOVIN CORP | APP | COM CL A | $35,383,420 | 68,675 |
| LUMENTUM HLDGS INC | LITE | COM | $31,364,667 | 36,553 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.