SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $207,079,222 |
| Positions | 13 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | ADR | $32,713,545 | 68,500 |
| AMPHENOL CORP NEW | APH | COM CLA | $25,171,443 | 142,760 |
| TRANSDIGM GROUP INC | TDG | COM | $22,811,185 | 17,125 |
| MCKESSON CORP | MCK | COM | $21,587,492 | 28,570 |
| AMAZON COM INC | AMZN | COM | $18,934,921 | 79,445 |
| NVIDIA CORPORATION | NVDA | COM | $17,132,706 | 85,625 |
| KKR & CO INC | KKR | COM | $15,522,293 | 169,125 |
| PERIMETER SOLUTIONS INC | PRM | COM | $15,262,656 | 428,125 |
| VISA INC | V | COM | $10,429,936 | 30,400 |
| UBER TECHNOLOGIES INC | UBER | COM | $9,885,920 | 137,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.