StockDriftsStockDriftsTop 50 Legend Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNOW | SNOWFLAKE INC | 34.81% | 251.4K | $64.0M | -19.93%(-62.59K) | $222.46(+47.86%) | 2026-06-30 | |
| NU | NU HLDGS LTD | 10.13% | 1.39M | $18.6M | +0.00%(+0) | $16.38(-6.99%) | 2026-06-30 | |
| META | META PLATFORMS INC | 8.44% | 27.5K | $15.5M | +0.00%(+0) | $697.24(-15.40%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.01% | 25.8K | $9.2M | +0.59%(+152) | $278.69(+24.12%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.96% | 12.5K | $7.3M | +1.64%(+202) | $191.25(+168.96%) | 2026-06-30 | |
| TSLA | TESLA INC | 3.24% | 14.1K | $5.9M | -3.73%(-547) | $444.20(-22.95%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.11% | 19.8K | $5.7M | +0.01%(+2) | $263.25(+16.21%) | 2026-06-30 | |
| WBD | WARNER BROS DISCOVERY INC | 2.56% | 176.4K | $4.7M | +0.00%(+0) | $25.51(+9.73%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.39% | 22.0K | $4.4M | +3.88%(+821) | $186.39(+20.80%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 1.88% | 4.5K | $3.5M | +9.80%(+405) | $461.19(-52.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.43% |
Legend Capital Advisors LLC reports $183.78M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are SNOW (34.8%), NU (10.1%) and META (8.4%). The top 20 holdings account for 88.45% of reported assets. Its disclosed equity book has returned +3.97% cumulatively over 2 quarters. 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.
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Holdings on this page are parsed from Legend Capital Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111719). View Legend Capital Advisors LLC’s 13F filings on SEC