SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-06 |
| Reported value | $721,725,620 |
| Positions | 33 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $131,253,750 | 1,125,000 |
| ACUITY INC | AYI | COM | $129,608,706 | 344,100 |
| AURORA INNOVATION INC | AUR | CLASS A COM | $70,826,355 | 10,385,096 |
| AFFIRM HLDGS INC | AFRM | COM CL A | $58,828,702 | 721,382 |
| SCHWAB CHARLES CORP | SCHW | COM | $35,082,438 | 380,215 |
| MASTERCARD INCORPORATED | MA | CL A | $33,668,021 | 65,553 |
| MICROSOFT CORP | MSFT | COM | $32,968,627 | 88,383 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $30,702,850 | 41 |
| ALPHABET INC | GOOG | CAP STK CL C | $30,188,868 | 85,441 |
| ALPHABET INC | GOOGL | CAP STK CL A | $29,797,511 | 83,380 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.