SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-19 |
| Reported value | $309,839,514 |
| Positions | 48 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Silicon Motion Technology Corp | SIMO | SPONSORED ADS | $39,207,275 | 117,623 |
| Intel Corp | Unresolved | COM | $25,643,468 | 183,653 |
| Vertiv Holdings Co | VST | COM | $22,874,568 | 68,319 |
| Amazon.Com Inc | AMZN | COM | $22,472,602 | 94,288 |
| Qualcomm Inc | QCOM | COM | $20,036,595 | 108,429 |
| Fermi Inc | FRMI | COM | $19,774,141 | 2,158,749 |
| Bloom Energy Corp | BE | CL A | $15,815,772 | 52,249 |
| Arm Holdings Plc | ARM | SPONSORED ADS | $15,429,114 | 43,515 |
| Micron Technology Inc | MU | COM | $15,005,770 | 13,000 |
| MaxLinear Inc | MXL | COM | $13,773,595 | 107,581 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.