SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $963,729,310 |
| Positions | 23 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CARVANA CO | CVNA | CL A | $223,997,637 | 3,403,185 |
| MAPLEBEAR INC | CART | COM | $69,897,644 | 1,476,191 |
| CREDIT ACCEP CORP MICH | CACC | COM | $67,577,853 | 106,131 |
| GODADDY INC | GDDY | CL A | $64,718,369 | 762,469 |
| EXPEDIA GROUP INC | EXPE | COM NEW | $64,065,187 | 250,372 |
| WAYFAIR INC | W | CL A | $57,649,008 | 623,772 |
| SOMNIGROUP INTERNATIONAL INC | SGI | COM | $53,894,120 | 687,425 |
| SHIFT4 PMTS INC | FOUR | CL A | $50,951,859 | 1,047,530 |
| SHARKNINJA INC | SN | COM SHS | $39,592,180 | 260,013 |
| FTAI AVIATION LTD | FTAI | SHS | $37,863,379 | 139,960 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.