SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $6,234,447,221 |
| Positions | 126 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ARM HOLDINGS PLC | ARM | SPONSORED ADS | $293,359,163 | 827,366 |
| MARVELL TECHNOLOGY INC | MRVL | COM | $286,184,710 | 960,706 |
| NVENT ELEC PLC | NVT | SHS | $245,938,062 | 1,450,021 |
| QUANTA SVCS INC | PWR | COM | $235,056,338 | 326,449 |
| VERTIV HOLDINGS CO | VRT | COM CL A | $213,588,374 | 637,920 |
| ANALOG DEVICES INC | ADI | COM | $209,511,941 | 527,512 |
| REGAL REXNORD CORPORATION | RRX | COM | $168,131,890 | 705,873 |
| ON SEMICONDUCTOR CORP | ON | COM | $162,803,174 | 1,722,056 |
| LUMENTUM HLDGS INC | LITE | COM | $157,977,428 | 184,110 |
| FIRST SOLAR INC | FSLR | COM | $153,827,751 | 651,923 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.