SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $2,230,305,912 |
| Positions | 80 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| PALO ALTO NETWORKS INC | PANW | COM | $195,381,953 | 572,934 |
| FORTINET INC | FTNT | COM | $112,124,934 | 729,885 |
| MEDPACE HOLDINGS INC | MEDP | COM | $111,328,821 | 210,217 |
| VARONIS SYSTEMS INC | VRNS | COM | $94,061,900 | 2,241,704 |
| RBC BEARINGS INC | RBC | COM | $92,575,252 | 143,737 |
| IDEXX LABORATORIES INC | IDXX | COM | $85,341,188 | 162,110 |
| NCINO INC | NCNO | COM | $83,508,263 | 5,107,539 |
| AEROVIRONMENT INC | AVAV | COM | $69,745,046 | 422,518 |
| BIO-TECHNE CORP | TECH | COM | $68,798,193 | 973,789 |
| SEI INVESTMENTS COMPANY | SEIC | COM | $65,372,280 | 745,323 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.