SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $130,895,270 |
| Positions | 5 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CARVANA CO | CVNA | CL A | $45,944,269 | 698,029 |
| TRANSDIGM GROUP INC | TDG | COM | $31,420,160 | 23,588 |
| SOMNIGROUP INTERNATIONAL INC | SGI | COM | $22,775,278 | 290,501 |
| GUIDEWIRE SOFTWARE INC | GWRE | COM | $15,959,216 | 129,697 |
| HILTON WORLDWIDE HLDGS INC | HLT | COM | $14,796,347 | 44,775 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.