SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $505,756,118 |
| Positions | 11 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLOVIN CORP | APP | COM CL A | $98,524,857 | 191,225 |
| GLOBAL E ONLINE LTD | GLBE | SHS | $67,906,249 | 1,955,262 |
| APPFOLIO INC | APPF | COM CL A | $53,646,215 | 334,557 |
| DYNATRACE INC | DT | COM NEW | $49,454,955 | 1,126,280 |
| ACCELERANT HOLDINGS | ARX | CL A | $46,797,058 | 3,992,923 |
| SAILPOINT INC | SAIL | COM | $41,901,422 | 2,862,119 |
| GODADDY INC | GDDY | CL A | $39,693,283 | 467,640 |
| TOAST INC | TOST | CL A | $31,046,536 | 1,115,979 |
| ALPHABET INC | GOOG | CAP STK CL C | $26,853,080 | 76,000 |
| WORKDAY INC | WDAY | CL A | $25,860,123 | 211,241 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.