SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-01 |
| Reported value | $234,638,038 |
| Positions | 10 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| NCINO INC | NCNO | COM | $59,504,877 | 3,639,442 |
| MESA LABS INC | MLAB | COM | $47,497,893 | 477,126 |
| ALKAMI TECHNOLOGY INC | ALKT | COM | $40,580,175 | 2,239,524 |
| CORPAY INC | CPAY | COM SHS | $29,151,793 | 87,472 |
| TYLER TECHNOLOGIES INC | TYL | COM | $18,320,279 | 62,642 |
| SPS COMM INC | SPSC | COM | $10,342,739 | 180,912 |
| VEEVA SYS INC | VEEV | CL A COM | $9,359,413 | 52,738 |
| TRANSDIGM GROUP INC | TDG | COM | $8,096,139 | 6,078 |
| PROCORE TECHNOLOGIES INC | PCOR | COM | $7,185,516 | 176,896 |
| I3 VERTICALS INC | IIIV | COM CL A | $4,599,214 | 215,319 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.