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Legal Advantage Investments 13F Portfolio

Portfolio Manager
Legal Advantage Investments INC
Performance
+0.60% (2026 Q3)
AUM (13F)
$468.24M
# of Holdings
83
Performance Rank
Allocation (Top 20)
35.87%
Latest filing
Q3 2026

Legal Advantage Investments INC Holdings Map

Top 50 Legal Advantage Investments INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ASML
ASML HLDG NV
3.49%9.0K$16.4M
+46.35%(+2.86K)
2025-Q3: 6.1K shares2025-Q4: 5.7K shares2026-Q1: 5.7K shares2026-Q2: 6.2K shares2026-Q3: 9.0K shares
$1128.28(+45.99%)
2026-09-30
MRNA
MODERNA INC
2.68%65.2K$12.6M
+36.71%(+17.50K)
2025-Q3: 48.2K shares2025-Q4: 48.2K shares2026-Q1: 48.2K shares2026-Q2: 47.7K shares2026-Q3: 65.2K shares
$54.79(+314.08%)
2026-09-30
TDG
TRANSDIGM GROUP INC
2.66%11.5K$12.5M
+45.08%(+3.58K)
2025-Q3: 6.9K shares2025-Q4: 7.3K shares2026-Q1: 7.4K shares2026-Q2: 7.9K shares2026-Q3: 11.5K shares
$887.95(+28.66%)
2026-09-30
PANW
PALO ALTO NETWORKS INC
2.6%30.7K$12.2M
+0.00%(+0)
2025-Q3: 30.8K shares2025-Q4: 30.8K shares2026-Q1: 30.8K shares2026-Q2: 30.7K shares2026-Q3: 30.7K shares
$109.31(+217.39%)
2026-09-30
ESLT
ELBIT SYS LTD
2.5%17.1K$11.7M
+16.68%(+2.45K)
2025-Q3: 14.8K shares2025-Q4: 14.7K shares2026-Q1: 14.7K shares2026-Q2: 14.7K shares2026-Q3: 17.1K shares
$235.27(+222.81%)
2026-09-30
AMZN
AMAZON COM INC
2.31%43.4K$10.8M
+16.05%(+6.00K)
2025-Q3: 35.5K shares2025-Q4: 35.6K shares2026-Q1: 35.7K shares2026-Q2: 37.4K shares2026-Q3: 43.4K shares
$169.41(+54.92%)
2026-09-30
MSFT
MICROSOFT CORP
1.73%15.8K$8.1M
-8.14%(-1.40K)
2025-Q3: 14.9K shares2025-Q4: 15.1K shares2026-Q1: 16.3K shares2026-Q2: 17.2K shares2026-Q3: 15.8K shares
$288.40(+84.99%)
2026-09-30
PLTR
PALANTIR TECHNOLOGIES INC
1.68%42.0K$7.9M
+0.00%(+0)
2025-Q3: 39.2K shares2025-Q4: 42.2K shares2026-Q1: 42.2K shares2026-Q2: 42.0K shares2026-Q3: 42.0K shares
$37.72(+414.69%)
2026-09-30
VSEC
VSE CORP
1.61%45.8K$7.5M
-0.22%(-100)
2025-Q3: 56.4K shares2025-Q4: 54.9K shares2026-Q1: 45.9K shares2026-Q2: 45.9K shares2026-Q3: 45.8K shares
$35.86(+340.85%)
2026-09-30
DIS
DISNEY WALT CO
1.54%68.8K$7.2M
+14.34%(+8.63K)
2025-Q3: 68.3K shares2025-Q4: 60.6K shares2026-Q1: 60.6K shares2026-Q2: 60.2K shares2026-Q3: 68.8K shares
$137.41(-20.24%)
2026-09-30

About Legal Advantage Investments INCโ€™s portfolio

Legal Advantage Investments INC reports $468.24M in US-listed equity holdings across 83 positions in its most recent 13F filing. Its largest disclosed positions are ASML (3.5%), MRNA (2.7%) and TDG (2.7%). The top 20 holdings account for 35.87% of reported assets. Its disclosed equity book has returned +61.00% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
ASML โ€” 6.6% ($16.36M)MRNA โ€” 5.1% ($12.55M)TDG โ€” 5.1% ($12.47M)PANW โ€” 4.9% ($12.19M)ESLT โ€” 4.7% ($11.69M)AMZN โ€” 4.4% ($10.81M)MSFT โ€” 3.3% ($8.11M)PLTR โ€” 3.2% ($7.85M)VSEC โ€” 3.1% ($7.54M)DIS โ€” 2.9% ($7.22M)Other โ€” 56.7% ($140.01M)
43%in top 10
  • ASML6.6%
  • MRNA5.1%
  • TDG5.1%
  • PANW4.9%
  • ESLT4.7%
  • AMZN4.4%
  • MSFT3.3%
  • PLTR3.2%
  • VSEC3.1%
  • DIS2.9%
  • Other56.7%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
2
VTECVANGUARD CALIF TAX FREE FDS0.3%
LHXL3HARRIS TECHNOLOGIES INC0.3%
Added to
23
ASMLASML HLDG NV+46.4%
TDGTRANSDIGM GROUP INC+45.1%
MRNAMODERNA INC+36.7%
OUSTOUSTER INC+605.5%
+19 more
Trimmed
5
MSFTMICROSOFT CORP-8.1%
LRCXLAM RESEARCH CORP-17.7%
CACICACI INTL INC-15.0%
VEEVVEEVA SYS INC-1.3%
+1 more

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Source filings

Holdings on this page are parsed from Legal Advantage Investments INCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1841769). View Legal Advantage Investments INCโ€™s 13F filings on SEC

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