SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $1,664,367,794 |
| Positions | 32 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| UBER TECHNOLOGIES INC | UBER | COM | $137,104,000 | 1,900,000 |
| GENERAC HLDGS INC | GNRC | COM | $124,444,250 | 425,000 |
| TWILIO INC | TWLO | CL A | $105,228,300 | 510,000 |
| CROCS INC | CROX | COM | $98,924,800 | 820,000 |
| FAIR ISAAC CORP | FICO | COM | $97,673,265 | 81,750 |
| APPLOVIN CORP | APP | COM CL A | $87,073,870 | 169,000 |
| CARVANA CO | CVNA | CL A | $79,072,396 | 1,201,343 |
| DARLING INGREDIENTS INC | DAR | COM | $77,833,500 | 1,425,000 |
| TRIMBLE INC | TRMB | COM | $73,187,400 | 1,430,000 |
| ENOVA INTL INC | ENVA | COM | $66,200,750 | 275,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.