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.

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AUM

$193.5M

Long-equity book

Holdings

79

Distinct positions

Period

2026-03-31

Filed 2026-04-20

Q/Q Activity

+9 / −13 / ↑18 / ↓37

vs 2025-12-31

Firm Profile & Key People
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%
Show all 18

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%
Show all 37

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
Show all 9

Exited Positions

  • TYLER TECHNOLOGIES INC$3.9M
  • CYBERARK SOFTWARE LTD$1.2M
  • KLA CORP$1.2M
  • OKTA INC$1.2M
  • TWILIO INC$1.1M
Show all 13
All Holdings

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
Filing History
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