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13F holdings · Q3 2026

Legal Advantage Investments

Los Altos Hills, CA · files as Legal Advantage Investments, Inc.
Holdings as of Sep 30, 2026Filed Oct 13, 2026Next filing due Feb 15, 2027CIK 1841769

Legal Advantage Investments reported 83 stocks worth $468M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are CBRS (43.6%), ASML (3.5%) and MRNA (2.7%). Compared with Q2 2026, the fund opened new positions in VTEC, LHX and GKOS, added to CBRS, ASML and MRNA, trimmed MSFT, VSEC and VEEV and sold out of MA, TECH and TXN.

Reported value$468M+64.2% vs last quarter
Stocks held8310 new · 4 sold out
Top 5 weight55.1%fairly concentrated
Turnover42%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
CBRS
Cerebras Systems Inc Com CL A
$204M43.6%1.1M+835K (+265%)2 of 8
2
ASML
Asml Holding N V
$16.4M3.5%9,030+2,860 (+46%)8 of 8
3
MRNA
Moderna Inc
$12.6M2.7%65K+18K (+37%)5 of 8
4
TDG
Transdigm Group Inc
$12.5M2.7%12K+3,580 (+45%)8 of 8
5
PANW
Palo Alto Networks Inc
$12.2M2.6%31KNo change8 of 8
6
ESLT
Elbit Sys Ltd
$11.7M2.5%17K+2,450 (+17%)8 of 8
7
AMZN
Amazon Com Inc
$10.8M2.3%43K+6,000 (+16%)8 of 8
8
MSFT
Microsoft Corp
$8.1M1.7%16K−1,400 (−8%)8 of 8
9
PLTR
Palantir Technologies Inc
$7.9M1.7%42KNo change8 of 8
10
VSEC
Vse Corp
$7.5M1.6%46K−100 (−0%)8 of 8
🔒 73 more holdings in this filing. Create a free account or sign in to see them all.

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
StockValue last quarterShares sold
MA
Mastercard Incorporated
$1.3M2,446
TECH
Bio-Techne Corp
$1.2M17K
TXN
Texas Instrs Inc
$298K1,000
GLW
Corning Inc
$255K1,000

Reported value

last 8 quarters
$189MQ4 '24
$185MQ1 '25
$214MQ2 '25
$222MQ3 '25
$216MQ4 '25
$194MQ1 '26
$285MQ2 '26
$468MQ3 '26

The 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
FiledFormQuarter
Oct 13, 202613F-HRQ3 2026SEC filing ↗

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Legal Advantage Investments 13F FAQ

What does Legal Advantage Investments own?

Legal Advantage Investments reported 83 stocks worth $468M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are CBRS (43.6%), ASML (3.5%) and MRNA (2.7%). The table above lists every position in the filing (the top 10 without an account).

What did Legal Advantage Investments buy and sell in Q3 2026?

Compared with Q2 2026: 10 new positions, 29 added to, 7 trimmed and 4 sold out. New positions include VTEC, LHX and GKOS. It sold all of MA, TECH and TXN.

When will Legal Advantage Investments 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 Legal Advantage Investments's portfolio worth?

The Q3 2026 filing reports $468M 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.