SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $915,636,574 |
| Positions | 11 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ZETA GLOBAL HOLDINGS CORP | ZETA | CL A | $182,138,400 | 9,255,000 |
| SUNRUN INC | RUN | COM | $178,009,942 | 13,304,181 |
| OKTA INC | OKTA | CL A | $109,160,001 | 800,000 |
| SHARKNINJA INC | SN | COM SHS | $101,259,550 | 665,000 |
| FTI CONSULTING INC | FCN | COM | $98,346,600 | 660,000 |
| ACCEL ENTERTAINMENT INC | ACEL | COM CL A1 | $71,023,303 | 5,632,300 |
| KASPI KZ JSC | KSPI | SPONSORED ADS | $57,666,718 | 665,590 |
| SHOALS TECHNOLOGIES GROUP IN | SHLS | CL A | $42,075,000 | 4,250,000 |
| TEXAS ROADHOUSE INC | TXRH | COM | $38,646,000 | 200,000 |
| WAYSTAR HLDG CORP | WAY | COM | $30,795,000 | 1,500,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.