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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
SPT icon
101
Sprout Social
SPT
$579M
– –
-28,475
Closed -$626K
GRAL
102
GRAIL Inc
GRAL
$3.08B
– –
-14,000
Closed -$358K
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.