Legal Advantage Investments, Inc. — 13F Holdings & Portfolio
CIK 1841769 · latest 13F-HR filed 2026-07-15
Legal Advantage Investments, Inc. manages $285.1M in 13F-reported U.S. long-equity assets across 77 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CBRS (24.41%), ASML (4.30%), ESLT (3.91%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 12, added to 38, and trimmed 12.
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.
LOS ALTOS HILLS, CA 94022
$285.1M
Long-equity book
77
Distinct positions
2026-06-30
Filed 2026-07-15
+10 / −12 / ↑38 / ↓12
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PALO ALTO NETWORKS INC$5.5M +112.3%
- ASML HLDG NV$4.7M +62.9%
- APPLIED MATLS INC$4.6M +111.5%
- VSE CORP$2.0M +23.9%
- TRANSDIGM GROUP INC$2.0M +23.3%
Top Trims
- ELBIT SYS LTD-$1.3M -10.5%
- PALANTIR TECHNOLOGIES INC-$1.3M -20.6%
- NORTHROP GRUMMAN CORP-$1.0M -25.3%
- NETFLIX INC.-$647.4K -20.9%
- FISERV INC-$598.2K -12.8%
New Positions
- CEREBRAS SYSTEMS INC$69.6M
- OUSTER INC$687.7K
- ACCENTURE PLC IRELAND$622.2K
- ROCKWELL AUTOMATION INC$606.5K
- BROOKFIELD CORP$425.9K
Exited Positions
- MOOG INC$3.6M
- SS&C TECH HLDGS$2.1M
- VISTRA CORP$1.2M
- INTUIT$1.1M
- SALESFORCE INC$1.0M
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 | CEREBRAS SYSTEMS INC | CBRS | 15675D103 | $69.6M | 24.41% | 314,889 | SH |
| 2 | ASML HLDG NV | ASML | N07059210 | $12.3M | 4.30% | 6,170 | SH |
| 3 | ELBIT SYS LTD | ESLT | M3760D101 | $11.1M | 3.91% | 14,690 | SH |
| 4 | TRANSDIGM GROUP INC | TDG | 893641100 | $10.6M | 3.71% | 7,942 | SH |
| 5 | VSE CORP | VSEC | 918284100 | $10.5M | 3.67% | 45,857 | SH |
| 6 | PALO ALTO NETWORKS INC | PANW | 697435105 | $10.5M | 3.67% | 30,684 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $8.9M | 3.12% | 37,375 | SH |
| 8 | APPLIED MATLS INC | AMAT | 038222105 | $8.7M | 3.06% | 12,081 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $6.4M | 2.25% | 17,207 | SH |
| 10 | SCHWAB CHARLES CORP | SCHW | 808513105 | $6.1M | 2.13% | 65,960 | SH |
| 11 | DISNEY WALT CO | DIS | 254687106 | $5.8M | 2.03% | 60,191 | SH |
| 12 | VANGUARD INDEX FDS | VTI | 922908769 | $5.2M | 1.82% | 14,049 | SH |
| 13 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.0M | 1.74% | 24,856 | SH |
| 14 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $4.9M | 1.72% | 9,771 | SH |
| 15 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $4.9M | 1.72% | 41,980 | SH |
| 16 | RTX CORPORATION | RTX | 75513E101 | $4.7M | 1.63% | 24,516 | SH |
| 17 | GENEDX HOLDINGS CORP | WGS | 81663L200 | $4.6M | 1.61% | 67,045 | SH |
| 18 | BOEING CO | BA | 097023105 | $4.3M | 1.51% | 19,880 | SH |
| 19 | APPLE INC | AAPL | 037833100 | $4.2M | 1.49% | 14,664 | SH |
| 20 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $4.1M | 1.45% | 8,630 | SH |
| 21 | FISERV INC | FISV | 337738108 | $4.1M | 1.44% | 83,455 | SH |
| 22 | APPLOVIN CORP | APP | 03831W108 | $4.1M | 1.42% | 7,865 | SH |
| 23 | MERCADOLIBRE INC | MELI | 58733R102 | $3.9M | 1.35% | 2,273 | SH |
| 24 | VEEVA SYS INC | VEEV | 922475108 | $3.5M | 1.22% | 19,590 | SH |
| 25 | IDEXX LABS INC | IDXX | 45168D104 | $3.3M | 1.17% | 6,360 | SH |
| 26 | MODERNA INC | MRNA | 60770K107 | $3.3M | 1.17% | 47,675 | SH |
| 27 | ALPHABET INC | GOOG | 02079K107 | $3.3M | 1.14% | 9,200 | SH |
| 28 | META PLATFORMS INC | META | 30303M102 | $3.2M | 1.12% | 5,675 | SH |
| 29 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $3.1M | 1.08% | 6,051 | SH |
| 30 | GRAIL INC | GRAL | 384747101 | $3.0M | 1.07% | 44,625 | SH |
| 31 | SHOPIFY INC | SHOP | 82509L107 | $3.0M | 1.06% | 26,360 | SH |
| 32 | ANALOG DEVICES INC | ADI | 032654105 | $2.9M | 1.01% | 7,228 | SH |
| 33 | NETFLIX INC. | NFLX | 64110L106 | $2.5M | 0.86% | 34,316 | SH |
| 34 | LAM RESEARCH CORP | LRCX | 512807306 | $2.4M | 0.86% | 5,648 | SH |
| 35 | VISA INC | V | 92826C839 | $2.3M | 0.82% | 6,800 | SH |
| 36 | ORACLE CORP | ORCL | 68389X105 | $2.2M | 0.77% | 14,961 | SH |
| 37 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.7M | 0.60% | 5,212 | SH |
| 38 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.7M | 0.58% | 5,884 | SH |
| 39 | ZOETIS INC | ZTS | 98978V103 | $1.5M | 0.53% | 21,145 | SH |
| 40 | FIDELITY NATL FINL INC | FNF | 31620R303 | $1.5M | 0.51% | 31,090 | SH |
| 41 | ALPHABET INC | GOOGL | 02079K305 | $1.5M | 0.51% | 4,100 | SH |
| 42 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $1.4M | 0.51% | 2,932 | SH |
| 43 | MASTERCARD INCORPORATED | MA | 57636Q104 | $1.3M | 0.44% | 2,446 | SH |
| 44 | LOCKHEED MARTIN CORP | LMT | 539830109 | $1.2M | 0.44% | 2,450 | SH |
| 45 | CISCO SYS INC | CSCO | 17275R102 | $1.2M | 0.44% | 10,622 | SH |
| 46 | BIO-TECHNE CORP | TECH | 09073M104 | $1.2M | 0.43% | 17,335 | SH |
| 47 | TERADYNE INC | TER | 880770102 | $1.2M | 0.43% | 2,525 | SH |
| 48 | MERCK & CO INC | MRK | 58933Y105 | $1.2M | 0.41% | 9,140 | SH |
| 49 | D R HORTON INC | DHI | 23331A109 | $1.0M | 0.37% | 6,400 | SH |
| 50 | AMGEN INC | AMGN | 031162100 | $1.0M | 0.35% | 2,783 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-15 | $285.1M | 77 | 0001172661-26-002624 |
| 2026-03-31 | 2026-04-20 | $193.5M | 79 | 0001172661-26-001509 |
| 2025-12-31 | 2026-01-14 | $216.0M | 83 | 0001172661-26-000183 |