SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $166,548,678 |
| Positions | 15 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| LUMENTUM HLDGS INC | LITE | COM | $26,835,827 | 31,275 |
| SANDISK CORP | SNDK | COM | $21,054,740 | 9,260 |
| MICRON TECHNOLOGY INC | MU | COM | $19,622,930 | 17,000 |
| NOKIA CORP | NOK | SPONSORED ADR | $18,990,400 | 1,430,000 |
| CORNING INC | GLW | COM | $13,231,274 | 51,800 |
| FORMFACTOR INC | FORM | COM | $11,938,775 | 74,650 |
| WESTERN DIGITAL CORP | WDC | COM | $10,219,520 | 16,000 |
| COHERENT CORP | COHR | COM | $8,658,617 | 21,950 |
| TERADYNE INC | TER | COM | $7,257,600 | 15,000 |
| LAM RESEARCH CORP | LRCX | COM NEW | $6,499,950 | 15,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.