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Latest Legal Advantage Investments, Inc. Stock Portfolio

$468Million | No. of Holdings #83

Legal Advantage Investments, Inc. Performance

2026 Q3-4.71%
YTD-3.36%
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 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legal Advantage Investments, Inc. reported an equity portfolio of $468.2 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Legal Advantage Investments, Inc. are , ASML, MRNA. The fund has invested 43.6% of it's portfolio in CEREBRAS SYSTEMS INC and 3.5% of portfolio in ASML HLDG NV. <br><br> The fund managers got completely rid off MASTERCARD INCORPORATED (MA), BIO-TECHNE CORP (TECH) and TEXAS INSTRS INC (TXN) stocks. They significantly reduced their stock positions in LAM RESEARCH CORP (LRCX), JOHNSON & JOHNSON (JNJ) and CACI INTL INC (CACI). Legal Advantage Investments, Inc. opened new stock positions in VANGUARD CALIF TAX FREE FDS, L3HARRIS TECHNOLOGIES INC (LHX) and GLAUKOS CORP (GKOS). The fund showed a lot of confidence in some stocks as they added substantially to OUSTER INC (OUST), CEREBRAS SYSTEMS INC and INTERNATIONAL BUSINESS MACHS (IBM).
Legal Advantage Investments, Inc. Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$468Million
  as of Oct 13, 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 -4.71% in the last quarter. In trailing 12 months, it's portfolio return was -4.08%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard calif tax free fds1,414,200
l3harris technologies inc1,183,900
glaukos corp985,140
kratos defense & sec solutio772,689
vanguard index fds377,063
autoliv inc296,508
marvell technology inc264,210
marsh & mclennan cos inc241,412
New stocks bought by Legal Advantage Investments, Inc.

Additions

Ticker% Inc.
ouster inc605
cerebras systems inc265
international business machs150
lumentum hldgs inc150
brookfield corp150
cognex corp125
zoetis inc94.02
applovin corp90.27
Additions to existing portfolio by Legal Advantage Investments, Inc.

Reductions

Ticker% Reduced
lam research corp-17.71
johnson & johnson-16.74
caci intl inc-15.00
nova ltd-13.33
microsoft corp-8.14
veeva sys inc-1.28
vse corp-0.22
Legal Advantage Investments, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
bio-techne corp-1,224,720
mastercard incorporated-1,256,270
corning inc-255,430
texas instrs inc-298,070
Legal Advantage Investments, Inc. got rid off the above stocks

Sector Distribution

Legal Advantage Investments, Inc. has about 56.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Financial Services
Sector%
Others56.8
Technology14.6
Healthcare8.2
Industrials7.9
Communication Services4
Consumer Cyclical3.7
Financial Services3.2
1.5

Market Cap. Distribution

Legal Advantage Investments, Inc. has about 38.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED56.8
MEGA-CAP20.7
LARGE-CAP18.1
MID-CAP2.2
SMALL-CAP2.2

Stocks belong to which Index?

About 35.2% 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%
Others64.8
S&P 50033.1
RUSSELL 20002.1
Top 5 Winners (%)%
MRNA
moderna inc
122.7 %
grail inc
96.7 %
VEEV
veeva sys inc
60.5 %
PLTR
palantir technologies inc
60.3 %
ACN
accenture plc ireland
44.3 %
Top 5 Winners ($)$
MRNA
moderna inc
6.9 M
grail inc
3.4 M
PLTR
palantir technologies inc
3.0 M
MSFT
microsoft corp
2.3 M
VEEV
veeva sys inc
2.1 M
Top 5 Losers (%)%
APP
applovin corp
-37.1 %
AMAT
applied matls inc
-29.3 %
VSEC
vse corp
-27.9 %
NVMI
nova ltd
-27.1 %
OUST
ouster inc
-23.9 %
Top 5 Losers ($)$
cerebras systems inc
-31.7 M
VSEC
vse corp
-2.9 M
APP
applovin corp
-2.6 M
AMAT
applied matls inc
-2.6 M
TDG
transdigm group inc
-2.4 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 83 stocks in it's portfolio. About 64.9% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. MRNA was the most profitable stock for Legal Advantage Investments, Inc. last quarter.

$468.24MTotal Value
87.00Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Legal Advantage Investments, Inc., last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Legal Advantage Investments, Inc.'s holding in Asml Hldg Nv over time
3.49%9,030
$16.36M
3.49%
increased 46.35 percentadded
BHP
Bhp Billiton Limited

Bhp Billiton Limited

BHP
Legal Advantage Investments, Inc.'s holding in Bhp Billiton Limited over time
0.15%8,307
$704.8K
0.15%
unchanged 0 percentunchanged