SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-31 |
| Reported value | $544,098,963 |
| Positions | 21 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| UNITY SOFTWARE INC | U | COM | $75,530,224 | 2,642,765 |
| BROADCOM INC | AVGO | COM | $57,229,125 | 151,500 |
| ORACLE CORP | ORCL | COM | $50,852,850 | 347,000 |
| LUMENTUM HLDGS INC | LITE | COM | $48,849,356 | 56,930 |
| NVIDIA CORPORATION | NVDA | COM | $43,997,990 | 219,891 |
| COHERENT CORP | COHR | COM | $41,143,221 | 104,300 |
| BLOOM ENERGY CORP | BE | COM CL A | $32,774,237 | 108,273 |
| RIOT PLATFORMS INC | RIOT | COM | $28,735,310 | 1,049,500 |
| ATOUR LIFESTYLE HLDGS LTD | ATAT | SPONSORED ADS | $25,630,800 | 806,000 |
| HESAI GROUP | HSAI | SPONSORED ADS | $24,578,780 | 1,349,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.