SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $432,596,197 |
| Positions | 8 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLOVIN CORP | APP | COM CL A | $100,599,173 | 195,251 |
| VESTIS CORPORATION | VSTS | COM SHS | $73,970,049 | 5,094,356 |
| ACUITY INC | AYI | COM | $67,689,569 | 179,710 |
| GUIDEWIRE SOFTWARE INC | GWRE | COM | $49,784,061 | 404,584 |
| SOMNIGROUP INTERNATIONAL INC | SGI | COM | $44,580,906 | 568,634 |
| APPFOLIO INC | APPF | COM CL A | $43,874,486 | 273,617 |
| PROCORE TECHNOLOGIES INC | PCOR | COM | $27,329,664 | 672,813 |
| CHARTER COMMUNICATIONS INC | CHTR | CL A | $24,768,289 | 174,167 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.