Latest Legal Advantage Investments, Inc. Stock Portfolio
Legal Advantage Investments, Inc. Performance:
2025 Q3: 5.15%YTD: 17.16%2024: 12.64%
Performance for 2025 Q3 is 5.15%, and YTD is 17.16%, and 2024 is 12.64%.
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 05-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $157.4 Millions. In it's latest 13F Holdings report, Legal Advantage Investments, Inc. reported an equity portfolio of $222.1 Millions as of 30 Sep, 2025.
The top stock holdings of Legal Advantage Investments, Inc. are VSEC, TDG, DIS. The fund has invested 4.2% of it's portfolio in VSE CORP and 4.1% of portfolio in TRANSDIGM GROUP INC.
The fund managers got completely rid off ADOBE INC (ADBE), VERTEX PHARMACEUTICALS INC (VRTX) and ZIMMER BIOMET HOLDINGS INC (ZBH) stocks. They significantly reduced their stock positions in MEDTRONIC PLC (MDT), PALANTIR TECHNOLOGIES INC (PLTR) and INTUIT (INTU). Legal Advantage Investments, Inc. opened new stock positions in MODERNA INC (MRNA), GRAIL INC and NEBIUS GROUP N.V. (YNDX). The fund showed a lot of confidence in some stocks as they added substantially to OKTA INC (OKTA), RUBRIK INC. and ZOETIS INC (ZTS).
The top stock holdings of Legal Advantage Investments, Inc. are VSEC, TDG, DIS. The fund has invested 4.2% of it's portfolio in VSE CORP and 4.1% of portfolio in TRANSDIGM GROUP INC.
The fund managers got completely rid off ADOBE INC (ADBE), VERTEX PHARMACEUTICALS INC (VRTX) and ZIMMER BIOMET HOLDINGS INC (ZBH) stocks. They significantly reduced their stock positions in MEDTRONIC PLC (MDT), PALANTIR TECHNOLOGIES INC (PLTR) and INTUIT (INTU). Legal Advantage Investments, Inc. opened new stock positions in MODERNA INC (MRNA), GRAIL INC and NEBIUS GROUP N.V. (YNDX). The fund showed a lot of confidence in some stocks as they added substantially to OKTA INC (OKTA), RUBRIK INC. and ZOETIS INC (ZTS).
Legal Advantage Investments, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Legal Advantage Investments, Inc. made a return of 5.15% in the last quarter. In trailing 12 months, it's portfolio return was 17.62%.
New Buys
| Ticker | $ Bought |
|---|---|
| moderna inc | 1,244,360 |
| grail inc | 1,241,730 |
| nebius group n.v. | 752,209 |
| credo technology group holdi | 364,025 |
| gsk plc | 265,434 |
New stocks bought by Legal Advantage Investments, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| okta inc | 41.93 |
| rubrik inc. | 32.14 |
| zoetis inc | 29.77 |
| boeing co | 14.35 |
| palo alto networks inc | 9.96 |
| asml holding n v | 9.06 |
| transdigm group inc | 5.44 |
| applied matls inc | 3.04 |
Additions to existing portfolio by Legal Advantage Investments, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| medtronic plc | -17.86 |
| palantir technologies inc | -13.81 |
| intuit | -8.69 |
| fortune brands innovations i | -6.09 |
| tat technologies ltd | -5.38 |
| fiverr intl ltd | -5.05 |
| rtx corporation | -4.48 |
| block inc | -3.5 |
Legal Advantage Investments, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| grupo supervielle s.a. | -303,351 |
| banco bbva argentina s a | -395,040 |
| veracyte inc | -296,681 |
| adobe inc | -3,712,120 |
| zimmer biomet holdings inc | -808,121 |
| banco macro sa | -551,148 |
| on semiconductor corp | -322,322 |
| natera inc | -591,290 |
Legal Advantage Investments, Inc. got rid off the above stocks
Sector Distribution
Legal Advantage Investments, Inc. has about 29% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 29 |
| Others | 19.4 |
| Industrials | 14.9 |
| Healthcare | 8.9 |
| Communication Services | 8.7 |
| Consumer Cyclical | 7.6 |
| Financial Services | 7.2 |
| 3.2 |
Market Cap. Distribution
Legal Advantage Investments, Inc. has about 72.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 49.5 |
| MEGA-CAP | 23.3 |
| UNALLOCATED | 19.4 |
| SMALL-CAP | 7.3 |
Stocks belong to which Index?
About 62.8% of the stocks held by Legal Advantage Investments, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 58.3 |
| Others | 37.2 |
| RUSSELL 2000 | 4.5 |
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 89 stocks in it's portfolio. About 34.5% of the portfolio is in top 10 stocks. TDG proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for Legal Advantage Investments, Inc. last quarter.
Last Reported on: 20 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.90 | 16,599 | 4,226,600 | reduced | -1.58 | ||
| ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADI | analog devices inc | 0.81 | 7,298 | 1,793,120 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.16 | 3,200 | 357,440 | unchanged | 0.00 | ||
| AMAT | applied matls inc | 1.28 | 13,881 | 2,841,990 | added | 3.04 | ||
| AMGN | amgen inc | 0.37 | 2,883 | 813,583 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 3.51 | 35,545 | 7,804,650 | added | 0.59 | ||
| APP | applovin corp | 1.38 | 4,250 | 3,053,800 | reduced | -2.3 | ||
| AXP | american express co | 0.43 | 2,850 | 946,656 | unchanged | 0.00 | ||
| BA | boeing co | 2.05 | 21,120 | 4,558,330 | added | 14.35 | ||
| BBAR | banco bbva argentina s a | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BMA | banco macro sa | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CB | chubb limited | 0.22 | 1,750 | 493,938 | unchanged | 0.00 | ||
| CHKP | check point software tech lt | 0.09 | 1,000 | 206,910 | unchanged | 0.00 | ||
| CRDO | credo technology group holdi | 0.16 | 2,500 | 364,025 | new | |||
| CRM | salesforce inc | 0.58 | 5,437 | 1,288,570 | unchanged | 0.00 | ||
| DHI | d r horton inc | 0.49 | 6,400 | 1,084,610 | unchanged | 0.00 | ||
| DIS | disney walt co | 3.52 | 68,276 | 7,817,600 | unchanged | 0.00 | ||
| EBAY | ebay inc. | 0.23 | 5,550 | 504,772 | unchanged | 0.00 | ||
| FBHS | fortune brands innovations i | 0.26 | 10,800 | 576,612 | reduced | -6.09 | ||