SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $440,832,379 |
| Positions | 14 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $67,456,763 | 141,250 |
| ALPHABET INC | GOOGL | CAP STK CL A | $54,900,966 | 153,625 |
| APPFOLIO INC | APPF | COM CL A | $48,886,706 | 304,875 |
| DOORDASH INC | DASH | CL A | $34,599,375 | 187,500 |
| COUPANG INC | CPNG | CL A | $34,218,900 | 1,970,000 |
| NEBIUS GROUP N.V. | NBIS | SHS CLASS A | $33,140,400 | 120,000 |
| NU HLDGS LTD | NU | ORD SHS CL A | $32,865,600 | 2,460,000 |
| PINTEREST INC | PINS | CL A | $29,442,000 | 1,400,000 |
| GLOBAL E ONLINE LTD | GLBE | SHS | $27,731,905 | 798,500 |
| SPOTIFY TECHNOLOGY S A | SPOT | SHS | $19,742,590 | 43,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.