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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
MRNA icon
26
Moderna
MRNA
$21.8B
$3.34M 1.17%
47,675
-500
-1% -$25.9K
GOOG icon
27
Alphabet (Google) Class C
GOOG
$4.36T
$3.25M 1.14%
9,200
+1,500
+19% +$536K
META icon
28
Meta Platforms (Facebook)
META
$1.42T
$3.2M 1.12%
5,675
-100
-2% -$61.1K
NOC icon
29
Northrop Grumman
NOC
$77.1B
$3.08M 1.08%
6,051
– –
GRAL
30
GRAIL Inc
GRAL
$2.94B
$3.05M 1.07%
44,625
+125
+0.3% +$7.36K
SHOP icon
31
Shopify
SHOP
$152B
$3.01M 1.06%
26,360
+50
+0.2% +$5.71K
ADI icon
32
Analog Devices
ADI
$179B
$2.87M 1.01%
7,228
– –
NFLX icon
33
Netflix
NFLX
$299B
$2.45M 0.86%
34,316
+2,200
+7% +$194K
LRCX icon
34
Lam Research
LRCX
$367B
$2.45M 0.86%
5,648
-216
-4% -$65.6K
V icon
35
Visa
V
$684B
$2.33M 0.82%
6,800
– –
ORCL icon
36
Oracle
ORCL
$374B
$2.19M 0.77%
14,961
-2,200
-13% -$399K
JPM icon
37
JPMorgan Chase
JPM
$935B
$1.71M 0.6%
5,212
-166
-3% -$51.6K
IBM icon
38
IBM
IBM
$211B
$1.65M 0.58%
5,884
+2,075
+54% +$523K
ZTS icon
39
Zoetis
ZTS
$32.4B
$1.52M 0.53%
21,145
+14,945
+241% +$1.41M
FNF icon
40
Fidelity National Financial
FNF
$13.9B
$1.47M 0.51%
31,090
-1,640
-5% -$79.4K
GOOGL icon
41
Alphabet (Google) Class A
GOOGL
$4.36T
$1.47M 0.51%
4,100
– –
TT icon
42
Trane Technologies
TT
$100B
$1.44M 0.51%
2,932
-166
-5% -$77.6K
MA icon
43
Mastercard
MA
$502B
$1.26M 0.44%
2,446
-23
-0.9% -$11.5K
LMT icon
44
Lockheed Martin
LMT
$134B
$1.25M 0.44%
2,450
+50
+2% +$27K
CSCO icon
45
Cisco
CSCO
$457B
$1.25M 0.44%
10,622
+2,170
+26% +$227K
TECH icon
46
Bio-Techne
TECH
$11.2B
$1.22M 0.43%
17,335
-200
-1% -$10.8K
TER icon
47
Teradyne
TER
$57.6B
$1.22M 0.43%
2,525
+525
+26% +$198K
MRK icon
48
Merck
MRK
$322B
$1.17M 0.41%
9,140
+100
+1% +$11.7K
DHI icon
49
D.R. Horton
DHI
$40B
$1.04M 0.37%
6,400
– –
AMGN icon
50
Amgen
AMGN
$208B
$1.01M 0.35%
2,783
– –
1
2
3 4

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ONPI
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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.