Legal Advantage Investments, Inc.

Q3 2025 13F-HR Holdings

Location
Los Altos Hills, CA
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
89
Total value ($000)
$222,128
Net value change ($000)
+8,287 (3.9%)
New positions
5
Sold out positions
10
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/25/2025 Next filing: 1/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VSEC 1,757 23.0%
APP 1,531 100.5%
ASML 1,432 31.7%
MRNA 1,244 NEW
GRAL 1,242 NEW
ORCL 1,035 28.2%
PLTR 950 15.3%
WGS 940 16.8%
ESLT 894 13.4%
SHOP 868 28.8%
Top Reduces (Value $000, Stocks/ETFs)
ADBE -3,712 -100.0%
FISV -2,607 -26.1%
INTU -1,132 -20.8%
TDG -854 -8.6%
VRTX -823 -100.0%
ZBH -808 -100.0%
DIS -649 -7.7%
TYL -644 -11.7%
NTRA -591 -100.0%
BMA -551 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type