Legacy Bridge
Legacy Bridge reported 328 stocks worth $310M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are NVDA (4.4%), PLTR (3.6%) and GEV (3.4%). Compared with Q2 2026, the fund opened new positions in XOM, BE and CGNX, added to NVDA, STRL and AVGO, trimmed PLTR, GEV and ANET and sold out of JCI, XOM and LRCX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $13.6M | 4.4% | 60K | +745 (+1%) | 8 of 8 | |
| 2 |  PLTR Palantir Technologies Inc | $11.3M | 3.6% | 60K | −160 (−0%) | 8 of 8 | |
| 3 |  GEV GE Vernova Inc | $10.6M | 3.4% | 11K | −87 (−1%) | 8 of 8 | |
| 4 |  STRL Sterling Infrastructure | $7.9M | 2.6% | 16K | +1,434 (+10%) | 8 of 8 | |
| 5 |  ANET Arista Networks Inc | $7.8M | 2.5% | 38K | −1,095 (−3%) | 8 of 8 | |
| 6 |  AVGO Broadcom Inc | $7.2M | 2.3% | 21K | +144 (+1%) | 8 of 8 | |
| 7 |  MU Micron Technology Inc | $6.8M | 2.2% | 6,397 | −36 (−1%) | 8 of 8 | |
| 8 |  CAT Caterpillar Inc | $6.1M | 2.0% | 7,559 | −120 (−2%) | 8 of 8 | |
| 9 |  WTBA West Bancorporation Inc | $6.1M | 2.0% | 213K | −13K (−6%) | 8 of 8 | |
| 10 |  CLS Celestica Inc | $6M | 1.9% | 17K | −1,166 (−7%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 JCI Johnson Controls Int F | $3.4M | 23K |
 XOM Exxon Mobil Corp | $1.9M | 14K |
 LRCX Lam Research Corp | $55K | 128 |
 KLAC Kla Corp | $39K | 130 |
AVALONBAY CMNTYS INC | $28K | 150 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacy Bridge 13F FAQ
What does Legacy Bridge own?
Legacy Bridge reported 328 stocks worth $310M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are NVDA (4.4%), PLTR (3.6%) and GEV (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Bridge buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 41 added to, 93 trimmed and 7 sold out. New positions include XOM, BE and CGNX. It sold all of JCI, XOM and LRCX.
When will Legacy Bridge file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Bridge's portfolio worth?
The Q3 2026 filing reports $310M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.