SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $163,467,905 |
| Positions | 18 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CEREBRAS SYSTEMS INC | CBRS | COM CL A | $39,990,613 | 180,953 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $15,608,898 | 32,684 |
| LAM RESEARCH CORP | LRCX | COM NEW | $14,695,954 | 33,914 |
| NVIDIA CORPORATION | NVDA | COM | $13,577,707 | 67,858 |
| ADVANCED MICRO DEVICES INC | AMD | COM | $12,717,282 | 21,892 |
| TERADYNE INC | TER | COM | $10,659,963 | 22,032 |
| MICRON TECHNOLOGY INC | MU | COM | $9,003,462 | 7,800 |
| LATTICE SEMICONDUCTOR CORP | LSCC | COM | $8,240,414 | 53,873 |
| NOKIA CORP | NOK | SPONSORED ADR | $7,820,897 | 588,923 |
| MARVELL TECHNOLOGY INC | MRVL | COM | $7,756,758 | 26,039 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.