Legal Advantage Investments, Inc.

Q2 2026 13F-HR Holdings

Location
Los Altos Hills, CA
Holdings as of
6/30/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$285,141
Net value change ($000)
+91,605 (47.3%)
New positions
10
Sold out positions
12
Turnover %
29.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CEREBRAS SYSTEMS INC 69,590 NEW
PANW 5,534 112.3%
ASML 4,740 62.9%
AMAT 4,606 111.6%
VSEC 2,022 23.9%
TDG 2,000 23.3%
AMZN 1,472 19.8%
TSM 1,204 41.3%
LRCX 1,194 95.3%
GOOGL 1,042 47.2%
Top Reduces (Value $000, Stocks/ETFs)
MOG-A -3,629 -100.0%
SSNC -2,142 -100.0%
ESLT -1,310 -10.5%
PLTR -1,268 -20.6%
VST -1,248 -100.0%
INTU -1,081 -100.0%
NOC -1,046 -25.3%
CRM -1,018 -100.0%
WMT -684 -100.0%
NFLX -648 -20.9%
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