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LAI

Legal Advantage Investments Portfolio holdings

AUM $285M
1-Year Est. Return 18.63%
This Quarter Est. Return
-2.22%
1 Year Est. Return
+18.63%
3 Year Est. Return
+105.28%
5 Year Est. Return
+112.78%
10 Year Est. Return
–
AUM
$194M
AUM Growth
-$22.5M
Cap. Flow
-$7.48M
Cap. Flow %
-3.87%
Top 10 Hldgs %
38.08%
Holding
91
New
8
Increased
18
Reduced
23
Closed
12

Top Buys

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$1.48M
2
APP icon
Applovin
APP
+$1.21M
3
CACI icon
CACI
CACI
+$1.2M
4
GRAL
GRAIL Inc
GRAL
+$852K
5
V icon
Visa
V
+$643K

Top Sells

Rank Stock Value
1
TYL icon
Tyler Technologies
TYL
+$3.94M
2
VSEC icon
VSE Corp
VSEC
+$1.84M
3
CYBR
CyberArk
CYBR
+$1.25M
4
KLAC icon
KLA
KLAC
+$1.22M
5
OKTA icon
Okta
OKTA
+$1.17M

Sector Composition

Rank Sector Weight
1 Technology 32.35%
2 Industrials 26%
3 Healthcare 13.2%
4 Communication Services 9.7%
5 Financials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVMI
76
Nova
NVMI
$12.9B
$217K 0.11%
+500
New +$220K
HOV icon
77
Hovnanian Enterprises
HOV
$793M
$216K 0.11%
+1,950
New +$227K
MDT icon
78
Medtronic
MDT
$116B
$203K 0.11%
2,346
– –
GEHC icon
79
GE HealthCare
GEHC
$32.6B
$201K 0.1%
2,830
– –
CRDO icon
80
Credo Technology Group
CRDO
$50B
– –
-7,100
Closed -$1.02M
CYBR
81
DELISTED
CyberArk
CYBR
– –
-2,800
Closed -$1.25M
EBAY icon
82
eBay
EBAY
$45.5B
– –
-5,363
Closed -$467K
FBIN icon
83
Fortune Brands Innovations
FBIN
$5.83B
– –
-10,600
Closed -$530K
KLAC icon
84
KLA
KLAC
$272B
– –
-10,000
Closed -$1.22M
NTRA icon
85
Natera
NTRA
$45.5B
– –
-2,000
Closed -$458K
OKTA icon
86
Okta
OKTA
$25.6B
– –
-13,540
Closed -$1.17M
PYPL icon
87
PayPal
PYPL
$50.6B
– –
-13,150
Closed -$768K
TATT icon
88
TAT Technologies
TATT
$508M
– –
-12,000
Closed -$536K
TWLO icon
89
Twilio
TWLO
$37.9B
– –
-8,000
Closed -$1.14M
TYL icon
90
Tyler Technologies
TYL
$13B
– –
-8,678
Closed -$3.94M
WTW icon
91
Willis Towers Watson
WTW
$31.6B
– –
-2,015
Closed -$662K
1 2 3
4

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HMP
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4WM
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BO
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PAM
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Legal Advantage Investments's Q1 2026 Portfolio in Review

As of Q1 2026, Legal Advantage Investments held 91 positions worth $194M, down 10% from $216M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Legal Advantage Investments withdrew a net $7.48M in Q1 2026, closing 12 positions and reducing 23 holdings. Its most notable exit was Tyler Technologies, an estimated $3.94M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 36% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Legal Advantage Investments opened a new position in Lockheed Martin worth $1.45M.

  • Legal Advantage Investments's largest Q1 2026 buy was Lockheed Martin: 2,400 shares worth $1.45M.
  • Legal Advantage Investments added most to Applovin in Q1 2026, an estimated $1.21M increase.
  • Legal Advantage Investments's biggest Q1 2026 reduction was VSE Corp, cutting an estimated $1.84M.
  • Legal Advantage Investments fully exited Tyler Technologies in Q1 2026, selling an estimated $3.94M.
  • Legal Advantage Investments's ten largest holdings make up 38% of its $194M portfolio in Q1 2026.
  • Legal Advantage Investments opened 8 new positions and closed 12 in Q1 2026.
  • Legal Advantage Investments's portfolio value fell 10% quarter-over-quarter to $194M.

Based on Legal Advantage Investments's 13F filing for Q1 2026, filed 20 Apr 2026.