StockDriftsStockDriftsTop 50 Legacy Bridge LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | 4.1% | 11.3K | $13.3M | -3.10%(-361) | $261.46(+297.73%) | 2026-06-30 | |
| STRL | STERLING INFRASTRUCTURE INC | 3.81% | 14.7K | $12.3M | -23.51%(-4.52K) | $97.47(+463.21%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.65% | 59.0K | $11.8M | -9.57%(-6.24K) | $31.95(+601.37%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.53% | 7.7K | $8.2M | +0.13%(+10) | $196.86(+334.62%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.38% | 20.4K | $7.7M | -9.42%(-2.12K) | $57.87(+618.99%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.29% | 6.4K | $7.4M | -1.67%(-109) | $223.16(+308.35%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.18% | 60.4K | $7.1M | -0.14%(-85) | $28.63(+497.45%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC | 2.08% | 39.6K | $6.7M | +0.47%(+185) | $26.78(+685.92%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO | 2.08% | 20.1K | $6.7M | +0.66%(+132) | $74.99(+284.51%) | 2026-06-30 | |
| CLS | CELESTICA INC | 1.99% | 17.7K | $6.4M | -1.16%(-207) | $38.03(+792.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +33.60% | +138.49% | +16.15% | +111.37% |
| Top 20 Holdings Unweighted | +31.28% | +126.24% | +15.54% | +105.90% |
Legacy Bridge LLC reports $323.78M in US-listed equity holdings across 322 positions in its most recent 13F filing. Its largest disclosed positions are GEV (4.1%), STRL (3.8%) and NVDA (3.6%). The top 20 holdings account for 42.09% of reported assets. Its disclosed equity book has returned +138.49% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Legacy Bridge LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Legacy Bridge LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1689144). View Legacy Bridge LLC’s 13F filings on SEC