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LAI

Legal Advantage Investments Portfolio holdings

AUM $285M
1-Year Est. Return 18.63%
This Quarter Est. Return
+9.19%
1 Year Est. Return
+18.63%
3 Year Est. Return
+105.28%
5 Year Est. Return
+112.78%
10 Year Est. Return
–
AUM
$285M
AUM Growth
+$91.6M
Cap. Flow
+$72.1M
Cap. Flow %
25.3%
Top 10 Hldgs %
54.25%
Holding
89
New
10
Increased
24
Reduced
19
Closed
12

Top Buys

Rank Stock Value
1
CBRS
Cerebras Systems
CBRS
+$74.1M
2
ZTS icon
Zoetis
ZTS
+$1.41M
3
ACN icon
Accenture
ACN
+$868K
4
ASML icon
ASML
ASML
+$740K
5
TMO icon
Thermo Fisher Scientific
TMO
+$723K

Top Sells

Rank Stock Value
1
MOG.A icon
Moog Inc Class A
MOG.A
+$3.63M
2
SSNC icon
SS&C Technologies
SSNC
+$2.14M
3
VST icon
Vistra
VST
+$1.25M
4
INTU icon
Intuit
INTU
+$1.08M
5
CRM icon
Salesforce
CRM
+$1.02M

Sector Composition

Rank Sector Weight
1 Technology 52.28%
2 Industrials 17.18%
3 Healthcare 10.38%
4 Communication Services 7.09%
5 Financials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CBRS
1
Cerebras Systems
CBRS
$44.3B
$69.6M 24.41%
+314,889
New +$74.1M
ASML icon
2
ASML
ASML
$626B
$12.3M 4.3%
6,170
+465
+8% +$740K
ESLT icon
3
Elbit Systems
ESLT
$37.9B
$11.1M 3.91%
14,690
+20
+0.1% +$16.6K
TDG icon
4
TransDigm Group
TDG
$70.2B
$10.6M 3.71%
7,942
+540
+7% +$663K
VSEC icon
5
VSE Corp
VSEC
$5.45B
$10.5M 3.67%
45,857
– –
PANW icon
6
Palo Alto Networks
PANW
$270B
$10.5M 3.67%
30,684
-66
-0.2% -$15.1K
AMZN icon
7
Amazon
AMZN
$2.92T
$8.91M 3.12%
37,375
+1,670
+5% +$419K
AMAT icon
8
Applied Materials
AMAT
$403B
$8.73M 3.06%
12,081
– –
MSFT icon
9
Microsoft
MSFT
$3.45T
$6.42M 2.25%
17,207
+917
+6% +$371K
SCHW
10
Charles Schwab
SCHW
$183B
$6.09M 2.13%
65,960
-700
-1% -$63.8K
DIS icon
11
Walt Disney
DIS
$167B
$5.79M 2.03%
60,191
-362
-0.6% -$36.9K
VTI icon
12
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$5.2M 1.82%
14,049
– –
NVDA icon
13
NVIDIA
NVDA
$4.86T
$4.97M 1.74%
24,856
– –
TMO icon
14
Thermo Fisher Scientific
TMO
$213B
$4.9M 1.72%
9,771
+1,507
+18% +$723K
PLTR icon
15
Palantir
PLTR
$295B
$4.9M 1.72%
41,980
-175
-0.4% -$23.9K
RTX icon
16
RTX Corp
RTX
$290B
$4.65M 1.63%
24,516
-407
-2% -$74.6K
WGS icon
17
GeneDx Holdings
WGS
$1.93B
$4.6M 1.61%
67,045
+5,370
+9% +$305K
BA icon
18
Boeing
BA
$171B
$4.3M 1.51%
19,880
+50
+0.3% +$11.1K
AAPL icon
19
Apple
AAPL
$4.54T
$4.24M 1.49%
14,664
+1,591
+12% +$455K
TSM icon
20
TSMC
TSM
$2.1T
$4.12M 1.45%
8,630
– –
FISV
21
Fiserv Inc
FISV
$28.8B
$4.09M 1.44%
83,455
-625
-0.7% -$34.9K
APP icon
22
Applovin
APP
$133B
$4.05M 1.42%
7,865
-20
-0.3% -$9.65K
MELI icon
23
Mercado Libre
MELI
$95.2B
$3.86M 1.35%
2,273
-1
-0% -$1.71K
VEEV icon
24
Veeva Systems
VEEV
$33.1B
$3.48M 1.22%
19,590
– –
IDXX icon
25
Idexx Laboratories
IDXX
$44.1B
$3.35M 1.17%
6,360
– –
1
2 3 4

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Legal Advantage Investments's Q2 2026 Portfolio in Review

As of Q2 2026, Legal Advantage Investments held 89 positions worth $285M, up 47% from $194M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Legal Advantage Investments deployed $72.1M of net new capital in Q2 2026, opening 10 new positions and adding to 24 existing holdings. Its largest new stake was Cerebras Systems: 314,889 shares worth $69.6M.

By sector, the portfolio is most concentrated in Technology at 52% of assets, up from 32% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Oracle, an estimated $399K trimmed.

  • Legal Advantage Investments's largest Q2 2026 buy was Cerebras Systems: 314,889 shares worth $69.6M.
  • Legal Advantage Investments added most to Zoetis in Q2 2026, an estimated $1.41M increase.
  • Legal Advantage Investments's biggest Q2 2026 reduction was Oracle, cutting an estimated $399K.
  • Legal Advantage Investments fully exited Moog Inc Class A in Q2 2026, selling an estimated $3.63M.
  • Legal Advantage Investments's ten largest holdings make up 54% of its $285M portfolio in Q2 2026.
  • Legal Advantage Investments opened 10 new positions and closed 12 in Q2 2026.
  • Legal Advantage Investments's portfolio value rose 47% quarter-over-quarter to $285M.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.