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LAI
Legal Advantage Investments Portfolio holdings
AUM
$285M
1-Year Est. Return
18.63%
This Fund
S&P 500
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
(+3.9%)
Cap. Flow
-$4.51M
Cap. Flow
% of AUM
-2.03%
Top 10 Holdings %
Top 10 Hldgs %
34.53%
Holding
99
New
5
Increased
13
Reduced
23
Closed
10
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Moderna
MRNA
|
+$1.34M |
| 2 |
GRAL
GRAIL Inc
GRAL
|
+$802K |
| 3 |
Boeing
BA
|
+$597K |
| 4 |
Palo Alto Networks
PANW
|
+$534K |
| 5 |
TransDigm Group
TDG
|
+$507K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Adobe
ADBE
|
+$3.71M |
| 2 |
Palantir
PLTR
|
+$1.02M |
| 3 |
Vertex Pharmaceuticals
VRTX
|
+$823K |
| 4 |
Zimmer Biomet
ZBH
|
+$808K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Johnson & Johnson
JNJ
$629B
| $423K | 0.19% |
2,282
| – | – |
|
77
Travelers Companies
TRV
$77.2B
| $385K | 0.17% |
1,379
| – | – |
|
78
PayPal
PYPL
$50.6B
| $379K | 0.17% |
5,650
| – | – |
|
79
Credo Technology Group
CRDO
$50B
| $364K | 0.16% |
+2,500
| New | +$306K |
|
80
Samsara
IOT
$22.9B
| $361K | 0.16% |
9,700
-300
| -3% | -$11.1K |
|
81
Aflac
AFL
$60.5B
| $357K | 0.16% |
3,200
| – | – |
|
82
Rio Tinto
RIO
$165B
| $353K | 0.16% |
5,350
| – | – |
|
83
Berkshire Hathaway Class B
BRK.B
$1.09T
| $302K | 0.14% |
600
| – | – |
|
84
AstraZeneca
AZN
$246B
| $272K | 0.12% |
1,775
| – | – |
|
85
GSK
GSK
$101B
| $265K | 0.12% |
+6,150
| New | +$240K |
|
86
Hovnanian Enterprises
HOV
$793M
| $251K | 0.11% |
1,950
| – | – |
|
87
Medtronic
MDT
$116B
| $223K | 0.1% |
2,346
-510
| -18% | -$46.9K |
|
88
GE HealthCare
GEHC
$32.6B
| $213K | 0.1% |
2,830
| – | – |
|
89
Check Point Software Technologies
CHKP
$13.2B
| $207K | 0.09% |
1,000
| – | – |
|
|
90
Adobe
ADBE
$103B
| – | – |
-9,595
| Closed | -$3.71M |
|
91
BBVA Argentina
BBAR
$3.25B
| – | – |
-24,000
| Closed | -$395K |
|
92
Banco Macro
BMA
$5.1B
| – | – |
-7,850
| Closed | -$551K |
|
|
93
Natera
NTRA
$45.5B
| – | – |
-3,500
| Closed | -$591K |
|
94
ON Semiconductor
ON
$32.4B
| – | – |
-6,150
| Closed | -$322K |
|
|
SUPV
95
Grupo Supervielle
SUPV
$725M
| – | – |
-28,645
| Closed | -$303K |
|
96
Texas Instruments
TXN
$253B
| – | – |
-1,000
| Closed | -$208K |
|
97
Veracyte
VCYT
$3.59B
| – | – |
-10,976
| Closed | -$297K |
|
|
98
Vertex Pharmaceuticals
VRTX
$133B
| – | – |
-1,848
| Closed | -$823K |
|
|
99
Zimmer Biomet
ZBH
$18.7B
| – | – |
-8,860
| Closed | -$808K |
|
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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.