SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $129,942,000 |
| Positions | 46 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| STERIS PLC | STE | SHS USD | $54,241,000 | 257,593 |
| ADVANCED MICRO DEVICES INC | AMD | COM | $7,552,000 | 13,000 |
| NEBIUS GROUP N.V. | NBIS | SHS CLASS A | $7,180,000 | 26,000 |
| LUMENTUM HLDGS INC | LITE | COM | $5,577,000 | 6,500 |
| AMKOR TECHNOLOGY INC | AMKR | COM | $5,174,000 | 60,000 |
| COHERENT CORP | COHR | COM | $5,128,000 | 13,000 |
| SEMTECH CORP | SMTC | COM | $4,673,000 | 28,875 |
| ULTRA CLEAN HLDGS INC | UCTT | COM | $3,850,000 | 27,000 |
| APPLE INC | AAPL | COM | $3,790,000 | 13,097 |
| ICHOR HOLDINGS | ICHR | SHS | $3,652,000 | 32,522 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.