SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-31 |
| Reported value | $306,754,252 |
| Positions | 7 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| MICRON TECHNOLOGY INC | MU | COM | $245,797,975 | 212,943 |
| AXT INC | AXTI | COM | $23,408,052 | 324,751 |
| APPLIED OPTOELECTRONICS INC | AAOI | COM | $17,824,537 | 120,306 |
| INTEL CORP | INTC | COM | $12,521,320 | 89,675 |
| MARVELL TECHNOLOGY INC | MRVL | COM | $4,254,167 | 14,281 |
| POET TECHNOLOGIES INC | POET | COM NEW | $2,063,720 | 200,751 |
| SANDISK CORP | SNDK | COM | $884,481 | 389 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.