SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $5,598,714,938 |
| Positions | 12 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| MERCADOLIBRE INC | MELI | COM | $939,994,213 | 553,788 |
| GUIDEWIRE SOFTWARE INC | GWRE | COM | $853,165,083 | 6,933,483 |
| VEEVA SYS INC | VEEV | CL A COM | $782,571,357 | 4,409,598 |
| ROBLOX CORP | RBLX | CL A | $655,452,255 | 12,053,186 |
| NEW YORK TIMES CO MTN BE | NYT | CL A | $632,202,399 | 9,034,044 |
| LIBERTY LIVE HOLDINGS INC | LLYVK | COM SHS SER C | $620,867,831 | 5,877,204 |
| SOMNIGROUP INTERNATIONAL INC | SGI | COM | $519,372,090 | 6,624,644 |
| LIBERTY LIVE HOLDINGS INC | LLYVA | COM SER A | $240,638,213 | 2,376,439 |
| LIBERTY MEDIA CORP DEL | FWONA | COM LBTY ONE S A | $185,414,885 | 2,118,059 |
| LIVE NATION ENTERTAINMENT IN | LYV | COM | $123,249,510 | 673,090 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.