SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $3,399,366,557 |
| Positions | 11 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLOVIN CORP | APP | COM CL A | $922,261,700 | 1,790,000 |
| CARVANA CO | CVNA | CL A | $768,448,500 | 11,675,000 |
| CORPAY INC | CPAY | COM SHS | $293,277,600 | 880,000 |
| WAYFAIR INC | W | CL A | $268,914,474 | 2,909,700 |
| GXO LOGISTICS INCORPORATED | GXO | COMMON STOCK | $266,175,000 | 5,250,000 |
| COLLIERS INTL GROUP INC | CIGI | SUB VTG SHS | $257,351,861 | 2,745,325 |
| DRAFTKINGS INC NEW | DKNG | COM CL A | $243,759,000 | 9,650,000 |
| SPORTRADAR GROUP AG | SRAD | CLASS A ORD SHS | $137,050,350 | 9,155,000 |
| CIMPRESS PLC | CMPR | SHS EURO | $124,341,776 | 1,222,633 |
| CORE & MAIN INC | CNM | CL A | $103,737,500 | 2,150,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.