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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%

No holdings matched the selected filter criteria.

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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.