SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-24 |
| Reported value | $213,647,350 |
| Positions | 93 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ASTERA LABS INC | ALAB | COM | $6,417,404 | 13,286 |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | ORDINARY SHARES | $5,204,307 | 19,137 |
| CARDINAL INFRASTRUCTURE GROU | CDNL | CL A | $4,969,333 | 52,753 |
| PALO ALTO NETWORKS INC | PANW | COM | $4,377,674 | 12,837 |
| KLA CORP | KLAC | COM NEW | $4,355,787 | 14,437 |
| TOWER SEMICONDUCTOR LTD | TSEM | SHS NEW | $4,340,438 | 16,653 |
| MARVELL TECHNOLOGY INC | MRVL | COM | $4,269,657 | 14,333 |
| ONTO INNOVATION INC | ONTO | COM | $3,904,469 | 10,317 |
| CLOUDFLARE INC | NET | CL A COM | $3,792,029 | 15,460 |
| CARVANA CO | CVNA | CL A | $3,755,360 | 57,055 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.