Institutional Manager · CIK 0001841769
Legal Advantage Investments, Inc.
Los Altos Hills, CA · File #028-20486
Latest AUM
$216.0M
Positions
83
Top-10 Concentration
39.8%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | NETFLIX INC | NFLX | +28,904 | +$2.7M | -$3.5M |
| EXITED | ULTA BEAUTY INC | 90384S303 | -3,535 | -$1.9M | $0 |
| EXITED | BLOCK INC | 852234103 | -22,075 | -$1.6M | $0 |
| ADD | FISERV INC | FISV | +18,788 | +$1.3M | -$3.5M |
| ADD | GRAIL INC | GRAL | +12,500 | +$1.1M | +$555,660 |
| REDUCE | INTUIT | INTU | -1,536 | -$1.0M | -$128,978 |
| EXITED | FIDELITY NATL INFORMATION SV | 31620M106 | -15,400 | -$1.0M | $0 |
| EXITED | RUBRIK INC. | 781154109 | -12,025 | -$989,056 | $0 |
| REDUCE | DISNEY WALT CO | 254687106 | -7,723 | -$878,646 | -$49,841 |
| ADD | APPLOVIN CORP | APP | +1,125 | +$758,047 | -$190,060 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202583 pos · $216.0M
- 13F HOLDINGS REPORTQ/E Sep 202589 pos · $222.1M
- 13F HOLDINGS REPORTQ/E Jun 202594 pos · $213.8M
- 13F HOLDINGS REPORTQ/E Mar 202596 pos · $185.2M
- 13F HOLDINGS REPORTQ/E Dec 2024103 pos · $189.2M
- 13F HOLDINGS REPORTQ/E Sep 202499 pos · $181.9M
- 13F HOLDINGS REPORTQ/E Jun 202494 pos · $173.6M
- 13F HOLDINGS REPORTQ/E Mar 2024104 pos · $178.8M
- 13F HOLDINGS REPORTQ/E Dec 202391 pos · $140.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 7,302 | $9.7M | 4.96% |
| 2 | VSE CORP | VSECU | 54,886 | $9.5M | 4.85% |
| 3 | ELBIT SYS LTD | ESLT | 14,730 | $8.5M | 4.35% |
| 4 | AMAZON COM INC | AMZN | 35,645 | $8.2M | 4.21% |
| 5 | GENEDX HOLDINGS CORP | WGSWW | 59,650 | $7.8M | 3.97% |
| 6 | PALANTIR TECHNOLOGIES INC | PLTR | 42,155 | $7.5M | 3.83% |
| 7 | MICROSOFT CORP | MSFT | 15,090 | $7.3M | 3.73% |
| 8 | DISNEY WALT CO | 254687106 | 60,553 | $6.9M | 3.52% |
| 9 | SCHWAB CHARLES CORP | SCHW-PJ | 63,560 | $6.4M | 3.25% |
| 10 | ASML HOLDING N V | ASMLF | 5,735 | $6.1M | 3.14% |
| 11 | PALO ALTO NETWORKS INC | PANW | 30,790 | $5.7M | 2.90% |
| 12 | FISERV INC | FISV | 76,080 | $5.1M | 2.61% |
| 13 | VANGUARD INDEX FDS | 922908769 | 14,699 | $4.9M | 2.52% |
| 14 | THERMO FISHER SCIENTIFIC INC | TMO | 8,264 | $4.8M | 2.45% |
| 15 | RTX CORPORATION | RTX | 24,923 | $4.6M | 2.34% |
| 16 | APPLE INC | AAPL | 16,598 | $4.5M | 2.31% |
| 17 | NVIDIA CORPORATION | NVDA | 23,956 | $4.5M | 2.28% |
| 18 | VEEVA SYS INC | VEEV | 19,990 | $4.5M | 2.28% |
| 19 | BOEING CO | BA-PA | 19,970 | $4.3M | 2.22% |
| 20 | IDEXX LABS INC | 45168D104 | 6,360 | $4.3M | 2.20% |