Legal Advantage Investments, Inc. — 13F Holdings & Portfolio
CIK 1841769 · latest 13F-HR filed 2026-04-20
Legal Advantage Investments, Inc. manages $193.5M in 13F-reported U.S. long-equity assets across 79 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ESLT (6.44%), TDG (4.43%), VSEC (4.37%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 13, added to 18, and trimmed 37.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$193.5M
Long-equity book
79
Distinct positions
2026-03-31
Filed 2026-04-20
+9 / −13 / ↑18 / ↓37
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ELBIT SYS LTD$3.9M +46.4%
- ASML HLDG NV$1.4M +22.8%
- MODERNA INC$1.0M +72.3%
- APPLIED MATLS INC$767.5K +22.8%
- NORTHROP GRUMMAN CORP$677.9K +19.6%
Top Trims
- GENEDX HOLDINGS CORP-$3.8M -48.9%
- INTUIT-$2.1M -65.8%
- PALANTIR TECHNOLOGIES INC-$1.3M -17.7%
- MICROSOFT CORP-$1.3M -17.4%
- APPLE INC-$1.2M -26.5%
New Positions
- LOCKHEED MARTIN CORP$1.5M
- CACI INTL INC$1.1M
- TERADYNE INC$592.9K
- ASTERA LABS INC$493.2K
- ASTRAZENECA PLC$342.6K
Exited Positions
- TYLER TECHNOLOGIES INC$3.9M
- CYBERARK SOFTWARE LTD$1.2M
- KLA CORP$1.2M
- OKTA INC$1.2M
- TWILIO INC$1.1M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ELBIT SYS LTD | ESLT | M3760D101 | $12.5M | 6.44% | 14,670 | SH |
| 2 | TRANSDIGM GROUP INC | TDG | 893641100 | $8.6M | 4.43% | 7,402 | SH |
| 3 | VSE CORP | VSEC | 918284100 | $8.5M | 4.37% | 45,857 | SH |
| 4 | ASML HLDG NV | ASML | N07059210 | $7.5M | 3.89% | 5,705 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $7.4M | 3.84% | 35,705 | SH |
| 6 | SCHWAB CHARLES CORP | SCHW | 808513105 | $6.3M | 3.24% | 66,660 | SH |
| 7 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $6.2M | 3.19% | 42,155 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $6.0M | 3.12% | 16,290 | SH |
| 9 | DISNEY WALT CO | DIS | 254687106 | $5.8M | 3.02% | 60,553 | SH |
| 10 | PALO ALTO NETWORKS INC | PANW | 697435105 | $4.9M | 2.55% | 30,750 | SH |
| 11 | RTX CORPORATION | RTX | 75513E101 | $4.8M | 2.48% | 24,923 | SH |
| 12 | FISERV INC | FISV | 337738108 | $4.7M | 2.42% | 84,080 | SH |
| 13 | VANGUARD INDEX FDS | VTI | 922908769 | $4.5M | 2.33% | 14,049 | SH |
| 14 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.3M | 2.24% | 24,856 | SH |
| 15 | APPLIED MATLS INC | AMAT | 038222105 | $4.1M | 2.13% | 12,081 | SH |
| 16 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $4.1M | 2.13% | 6,051 | SH |
| 17 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $4.1M | 2.10% | 8,264 | SH |
| 18 | GENEDX HOLDINGS CORP | WGS | 81663L200 | $4.0M | 2.05% | 61,675 | SH |
| 19 | BOEING CO | BA | 097023105 | $3.9M | 2.04% | 19,830 | SH |
| 20 | MERCADOLIBRE INC | MELI | 58733R102 | $3.9M | 2.03% | 2,274 | SH |
| 21 | MOOG INC | MOG.A | 615394202 | $3.6M | 1.87% | 12,400 | SH |
| 22 | IDEXX LABS INC | IDXX | 45168D104 | $3.6M | 1.85% | 6,360 | SH |
| 23 | VEEVA SYS INC | VEEV | 922475108 | $3.4M | 1.78% | 19,590 | SH |
| 24 | APPLE INC | AAPL | 037833100 | $3.3M | 1.71% | 13,073 | SH |
| 25 | META PLATFORMS INC | META | 30303M102 | $3.3M | 1.71% | 5,775 | SH |
| 26 | APPLOVIN CORP | APP | 03831W108 | $3.1M | 1.62% | 7,885 | SH |
| 27 | SHOPIFY INC | SHOP | 82509L107 | $3.1M | 1.61% | 26,310 | SH |
| 28 | NETFLIX INC. | NFLX | 64110L106 | $3.1M | 1.60% | 32,116 | SH |
| 29 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $2.9M | 1.51% | 8,630 | SH |
| 30 | ORACLE CORP | ORCL | 68389X105 | $2.5M | 1.30% | 17,161 | SH |
| 31 | MODERNA INC | MRNA | 60770K107 | $2.4M | 1.26% | 48,175 | SH |
| 32 | GRAIL INC | GRAL | 384747101 | $2.3M | 1.19% | 44,500 | SH |
| 33 | ANALOG DEVICES INC | ADI | 032654105 | $2.3M | 1.19% | 7,228 | SH |
| 34 | ALPHABET INC | GOOG | 02079K107 | $2.2M | 1.14% | 7,700 | SH |
| 35 | SS&C TECH HLDGS | SSNC | 78467J100 | $2.1M | 1.11% | 31,700 | SH |
| 36 | VISA INC | V | 92826C839 | $2.1M | 1.06% | 6,800 | SH |
| 37 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.6M | 0.82% | 5,378 | SH |
| 38 | FIDELITY NATL FINL INC | FNF | 31620R303 | $1.5M | 0.78% | 32,730 | SH |
| 39 | LOCKHEED MARTIN CORP | LMT | 539830109 | $1.5M | 0.75% | 2,400 | SH |
| 40 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $1.3M | 0.67% | 3,098 | SH |
| 41 | LAM RESEARCH CORP | LRCX | 512807306 | $1.3M | 0.65% | 5,864 | SH |
| 42 | VISTRA CORP | VST | 92840M102 | $1.2M | 0.64% | 8,300 | SH |
| 43 | MASTERCARD INCORPORATED | MA | 57636Q104 | $1.2M | 0.64% | 2,469 | SH |
| 44 | ALPHABET INC | GOOGL | 02079K305 | $1.2M | 0.61% | 4,100 | SH |
| 45 | CACI INTL INC | CACI | 127190304 | $1.1M | 0.56% | 2,000 | SH |
| 46 | MERCK & CO INC | MRK | 58933Y105 | $1.1M | 0.56% | 9,040 | SH |
| 47 | INTUIT | INTU | 461202103 | $1.1M | 0.56% | 2,500 | SH |
| 48 | SALESFORCE INC | CRM | 79466L302 | $1.0M | 0.53% | 5,453 | SH |
| 49 | AMGEN INC | AMGN | 031162100 | $979.2K | 0.51% | 2,783 | SH |
| 50 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $923.3K | 0.48% | 3,809 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-20 | $193.5M | 79 | 0001172661-26-001509 |
| 2025-12-31 | 2026-01-14 | $216.0M | 83 | 0001172661-26-000183 |