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LAI

Legal Advantage Investments Portfolio holdings

AUM $285M
1-Year Est. Return 18.63%
This Quarter Est. Return
+16.36%
1 Year Est. Return
+18.63%
3 Year Est. Return
+105.28%
5 Year Est. Return
+112.78%
10 Year Est. Return
–
AUM
$214M
AUM Growth
+$28.6M
Cap. Flow
+$4.08M
Cap. Flow %
1.91%
Top 10 Hldgs %
35.56%
Holding
102
New
6
Increased
23
Reduced
36
Closed
8

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$1.41M
2
ASML icon
ASML
ASML
+$1.35M
3
AAPL icon
Apple
AAPL
+$929K
4
TWLO icon
Twilio
TWLO
+$851K
5
MELI icon
Mercado Libre
MELI
+$829K

Top Sells

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$1.52M
2
LHX icon
L3Harris
LHX
+$1.11M
3
INMD icon
InMode
INMD
+$994K
4
MCK icon
McKesson
MCK
+$808K
5
SPT icon
Sprout Social
SPT
+$626K

Sector Composition

Rank Sector Weight
1 Technology 39.96%
2 Industrials 18.93%
3 Healthcare 11.79%
4 Communication Services 9.78%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TWLO icon
51
Twilio
TWLO
$37.9B
$995K 0.47%
+8,000
New +$851K
OKTA icon
52
Okta
OKTA
$25.6B
$954K 0.45%
9,540
+4,550
+91% +$486K
AXP icon
53
American Express
AXP
$232B
$909K 0.43%
2,850
– –
TECH icon
54
Bio-Techne
TECH
$11.3B
$897K 0.42%
17,435
+5,000
+40% +$251K
KLAC icon
55
KLA
KLAC
$272B
$896K 0.42%
10,000
– –
DHI icon
56
D.R. Horton
DHI
$40.8B
$825K 0.39%
6,400
-50
-0.8% -$6.16K
VRTX icon
57
Vertex Pharmaceuticals
VRTX
$133B
$823K 0.38%
1,848
– –
RBRK icon
58
Rubrik
RBRK
$19.9B
$815K 0.38%
9,100
+5,000
+122% +$395K
ZBH icon
59
Zimmer Biomet
ZBH
$18.7B
$808K 0.38%
8,860
– –
AMGN icon
60
Amgen
AMGN
$225B
$805K 0.38%
2,883
-225
-7% -$63.7K
MNDY icon
61
monday.com
MNDY
$3.63B
$755K 0.35%
2,400
+300
+14% +$83.5K
WMT icon
62
Walmart Inc
WMT
$923B
$733K 0.34%
7,500
– –
GD icon
63
General Dynamics
GD
$107B
$729K 0.34%
2,500
– –
BRK.A icon
64
Berkshire Hathaway Class A
BRK.A
$1.09T
$729K 0.34%
1
– –
GOOGL icon
65
Alphabet (Google) Class A
GOOGL
$4.2T
$723K 0.34%
4,100
– –
MRK icon
66
Merck
MRK
$328B
$716K 0.33%
9,040
+5,040
+126% +$401K
WTW icon
67
Willis Towers Watson
WTW
$31.6B
$648K 0.3%
2,115
-50
-2% -$15.5K
FBIN icon
68
Fortune Brands Innovations
FBIN
$5.83B
$592K 0.28%
11,500
– –
NTRA icon
69
Natera
NTRA
$45.5B
$591K 0.28%
+3,500
New +$545K
LRCX icon
70
Lam Research
LRCX
$408B
$581K 0.27%
5,973
– –
FVRR icon
71
Fiverr
FVRR
$311M
$581K 0.27%
19,800
+6,000
+43% +$173K
BMA icon
72
Banco Macro
BMA
$5.1B
$551K 0.26%
7,850
– –
CB icon
73
Chubb
CB
$132B
$507K 0.24%
1,750
– –
BHP icon
74
BHP
BHP
$229B
$431K 0.2%
8,957
-400
-4% -$19.2K
PYPL icon
75
PayPal
PYPL
$50.6B
$420K 0.2%
5,650
-250
-4% -$17.1K
1 2
3
4 5

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Legal Advantage Investments's Q2 2025 Portfolio in Review

As of Q2 2025, Legal Advantage Investments held 102 positions worth $214M, up 15% from $185M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Legal Advantage Investments's Q2 2025 filing shows 6 new, 23 increased, 36 reduced and 8 closed positions. Its largest new stake was Applovin: 4,350 shares worth $1.52M. The largest sale was Lockheed Martin, an estimated $1.52M.

By sector, the portfolio is most concentrated in Technology at 40% of assets, up from 38% a quarter earlier, followed by Industrials and Healthcare.

  • Legal Advantage Investments's largest Q2 2025 buy was Applovin: 4,350 shares worth $1.52M.
  • Legal Advantage Investments added most to ASML in Q2 2025, an estimated $1.35M increase.
  • Legal Advantage Investments's biggest Q2 2025 reduction was Oracle, cutting an estimated $347K.
  • Legal Advantage Investments fully exited Lockheed Martin in Q2 2025, selling an estimated $1.52M.
  • Legal Advantage Investments's ten largest holdings make up 36% of its $214M portfolio in Q2 2025.
  • Legal Advantage Investments opened 6 new positions and closed 8 in Q2 2025.
  • Legal Advantage Investments's portfolio value rose 15% quarter-over-quarter to $214M.

Based on Legal Advantage Investments's 13F filing for Q2 2025, filed 25 Jul 2025.