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Latest Legal Advantage Investments, Inc. Stock Portfolio

$285Million | No. of Holdings #77

Legal Advantage Investments, Inc. Performance

2026 Q2+9.00%
YTD+1.41%
2025+17.71%

About Legal Advantage Investments, Inc. and 13F Hedge Fund Stock Holdings

Legal Advantage Investments, Inc. is a hedge fund based in Los Altos Hills, CA. On 2026-07-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legal Advantage Investments, Inc. reported an equity portfolio of $285.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Legal Advantage Investments, Inc. are , ASML, ESLT. The fund has invested 24.4% of it's portfolio in CEREBRAS SYSTEMS INC and 4.3% of portfolio in ASML HLDG NV. <br><br> The fund managers got completely rid off MOOG INC, SS&C TECH HLDGS (SSNC) and VISTRA CORP (VST) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), TRANE TECHNOLOGIES PLC (TT) and FIDELITY NATL FINL INC (FNF). Legal Advantage Investments, Inc. opened new stock positions in CEREBRAS SYSTEMS INC, OUSTER INC (OUST) and ACCENTURE PLC IRELAND (ACN). The fund showed a lot of confidence in some stocks as they added substantially to ZOETIS INC (ZTS), NOVA LTD (NVMI) and INTERNATIONAL BUSINESS MACHS (IBM).
Legal Advantage Investments, Inc. Equity Portfolio Value
Last Reported on: 15 Jul, 2026
$285Million
  as of Jul 15, 2026

Legal Advantage Investments, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Legal Advantage Investments, Inc. made a return of 9% in the last quarter. In trailing 12 months, it's portfolio return was 6.34%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
cerebras systems inc69,590,500
ouster inc687,720
accenture plc ireland622,200
rockwell automation inc606,473
brookfield corp425,900
revolution medicines inc374,560
lumentum hldgs inc343,224
texas instrs inc298,070
New stocks bought by Legal Advantage Investments, Inc.

Additions

Ticker% Inc.
zoetis inc241
nova ltd200
international business machs54.48
teradyne inc26.25
cisco sys inc25.67
samsara inc20.00
alphabet inc19.48
thermo fisher scientific inc18.24
Additions to existing portfolio by Legal Advantage Investments, Inc.

Reductions

Ticker% Reduced
oracle corp-12.82
trane technologies plc-5.36
fidelity natl finl inc-5.01
lam research corp-3.68
american express co-3.28
jpmorgan chase & co-3.09
chubb limited-2.86
meta platforms inc-1.73
Legal Advantage Investments, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ss&c tech hldgs-2,141,970
moog inc-3,628,740
vistra corp-1,247,740
walmart inc-683,540
salesforce inc-1,017,910
astera labs inc-493,200
zscaler inc-543,624
ge healthcare technologies i-201,439
Legal Advantage Investments, Inc. got rid off the above stocks

Sector Distribution

Legal Advantage Investments, Inc. has about 41.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Communication Services
  • Financial Services
  • Consumer Cyclical
Sector%
Others41.1
Technology20.8
Industrials13.1
Healthcare7.5
Communication Services5.7
Financial Services5.2
Consumer Cyclical5.1
1.6

Market Cap. Distribution

Legal Advantage Investments, Inc. has about 52.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED41.1
LARGE-CAP28.5
MEGA-CAP24.2
MID-CAP5.8

Stocks belong to which Index?

About 50.1% of the stocks held by Legal Advantage Investments, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others49.9
S&P 50046.2
RUSSELL 20003.9
Top 5 Winners (%)%
PANW
palo alto networks inc
112.6 %
AMAT
applied matls inc
111.5 %
LRCX
lam research corp
100.9 %
TER
teradyne inc
53.1 %
ASML
asml hldg nv
47.8 %
Top 5 Winners ($)$
PANW
palo alto networks inc
5.6 M
AMAT
applied matls inc
4.6 M
ASML
asml hldg nv
4.0 M
VSEC
vse corp
2.0 M
TDG
transdigm group inc
1.3 M
Top 5 Losers (%)%
ZTS
zoetis inc
-29.4 %
NOC
northrop grumman corp
-25.4 %
NFLX
netflix inc.
-25.4 %
amentum holdings inc
-20.7 %
PLTR
palantir technologies inc
-20.2 %
Top 5 Losers ($)$
ESLT
elbit sys ltd
-1.3 M
PLTR
palantir technologies inc
-1.2 M
NOC
northrop grumman corp
-1.0 M
NFLX
netflix inc.
-0.8 M
ZTS
zoetis inc
-0.6 M

Legal Advantage Investments, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Legal Advantage Investments, Inc.

Legal Advantage Investments, Inc. has 77 stocks in it's portfolio. About 54.2% of the portfolio is in top 10 stocks. ESLT proved to be the most loss making stock for the portfolio. PANW was the most profitable stock for Legal Advantage Investments, Inc. last quarter.

$285.14MTotal Value
89.00Positions
15 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Legal Advantage Investments, Inc., last reported on 15 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Legal Advantage Investments, Inc.'s holding in Asml Hldg Nv over time
4.3%6,170
$12.27M
4.3%
increased 8.15 percentadded
BHP
Bhp Billiton Limited

Bhp Billiton Limited

BHP
Legal Advantage Investments, Inc.'s holding in Bhp Billiton Limited over time
0.24%8,307
$692.1K
0.24%
unchanged 0 percentunchanged
ESLT
Elbit Sys Ltd

Elbit Sys Ltd

ESLT
Legal Advantage Investments, Inc.'s holding in Elbit Sys Ltd over time
3.91%14,690
$11.15M
3.91%
increased 0.14 percentadded