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LAI

Legal Advantage Investments Portfolio holdings

AUM $285M
1-Year Est. Return 18.63%
This Quarter Est. Return
+9.04%
1 Year Est. Return
+18.63%
3 Year Est. Return
+105.28%
5 Year Est. Return
+112.78%
10 Year Est. Return
–
AUM
$222M
AUM Growth
+$8.29M
Cap. Flow
-$4.51M
Cap. Flow %
-2.03%
Top 10 Hldgs %
34.53%
Holding
99
New
5
Increased
13
Reduced
23
Closed
10

Top Buys

Rank Stock Value
1
MRNA icon
Moderna
MRNA
+$1.34M
2
GRAL
GRAIL Inc
GRAL
+$802K
3
BA icon
Boeing
BA
+$597K
4
PANW icon
Palo Alto Networks
PANW
+$534K
5
TDG icon
TransDigm Group
TDG
+$507K

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$3.71M
2
PLTR icon
Palantir
PLTR
+$1.02M
3
VRTX icon
Vertex Pharmaceuticals
VRTX
+$823K
4
ZBH icon
Zimmer Biomet
ZBH
+$808K
5
NTRA icon
Natera
NTRA
+$591K

Sector Composition

Rank Sector Weight
1 Technology 38.19%
2 Industrials 20%
3 Healthcare 12.73%
4 Communication Services 10.24%
5 Financials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHI icon
51
D.R. Horton
DHI
$40.8B
$1.08M 0.49%
6,400
– –
KLAC icon
52
KLA
KLAC
$272B
$1.08M 0.49%
10,000
– –
FIS icon
53
Fidelity National Information Services
FIS
$21.6B
$1.02M 0.46%
15,400
– –
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$4.2T
$997K 0.45%
4,100
– –
RBRK icon
55
Rubrik
RBRK
$19.9B
$989K 0.45%
12,025
+2,925
+32% +$251K
TECH icon
56
Bio-Techne
TECH
$11.3B
$975K 0.44%
17,535
+100
+0.6% +$5.36K
IBM icon
57
IBM
IBM
$222B
$955K 0.43%
3,384
– –
AXP icon
58
American Express
AXP
$232B
$947K 0.43%
2,850
– –
GD icon
59
General Dynamics
GD
$107B
$853K 0.38%
2,500
– –
AMGN icon
60
Amgen
AMGN
$225B
$814K 0.37%
2,883
– –
TWLO icon
61
Twilio
TWLO
$37.9B
$801K 0.36%
8,000
– –
LRCX icon
62
Lam Research
LRCX
$408B
$800K 0.36%
5,973
– –
WMT icon
63
Walmart Inc
WMT
$923B
$773K 0.35%
7,500
– –
MRK icon
64
Merck
MRK
$328B
$759K 0.34%
9,040
– –
BRK.A icon
65
Berkshire Hathaway Class A
BRK.A
$1.09T
$754K 0.34%
1
– –
NBIS
66
Nebius Group N.V.
NBIS
$65.8B
$752K 0.34%
+6,700
New +$465K
WTW icon
67
Willis Towers Watson
WTW
$31.6B
$731K 0.33%
2,115
– –
FBIN icon
68
Fortune Brands Innovations
FBIN
$5.83B
$577K 0.26%
10,800
-700
-6% -$39.5K
TATT icon
69
TAT Technologies
TATT
$508M
$542K 0.24%
12,300
-700
-5% -$24.8K
PHM icon
70
Pultegroup
PHM
$24.6B
$518K 0.23%
3,920
– –
EBAY icon
71
eBay
EBAY
$45.5B
$505K 0.23%
5,550
– –
CB icon
72
Chubb
CB
$132B
$494K 0.22%
1,750
– –
BHP icon
73
BHP
BHP
$229B
$494K 0.22%
8,857
-100
-1% -$5.32K
MNDY icon
74
monday.com
MNDY
$3.63B
$465K 0.21%
2,400
– –
FVRR icon
75
Fiverr
FVRR
$311M
$459K 0.21%
18,800
-1,000
-5% -$24.5K
1 2
3
4

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HMP
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4WM
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Legal Advantage Investments's Q3 2025 Portfolio in Review

As of Q3 2025, Legal Advantage Investments held 99 positions worth $222M, up 3.9% from $214M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Legal Advantage Investments's Q3 2025 filing shows 5 new, 13 increased, 23 reduced and 10 closed positions. Its largest new stake was Moderna: 48,175 shares worth $1.24M. The largest sale was Adobe, an estimated $3.71M.

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

  • Legal Advantage Investments's largest Q3 2025 buy was Moderna: 48,175 shares worth $1.24M.
  • Legal Advantage Investments added most to Boeing in Q3 2025, an estimated $597K increase.
  • Legal Advantage Investments's biggest Q3 2025 reduction was Palantir, cutting an estimated $1.02M.
  • Legal Advantage Investments fully exited Adobe in Q3 2025, selling an estimated $3.71M.
  • Legal Advantage Investments's ten largest holdings make up 35% of its $222M portfolio in Q3 2025.
  • Legal Advantage Investments opened 5 new positions and closed 10 in Q3 2025.
  • Legal Advantage Investments's portfolio value rose 3.9% quarter-over-quarter to $222M.

Based on Legal Advantage Investments's 13F filing for Q3 2025, filed 20 Oct 2025.