Legal Advantage Investments, Inc. reported 80 positions worth $460.19M for the quarter ended Sep 30, 2026, up 64.4% on the prior quarter. It opened 8 new positions, added to 28, trimmed 7 and exited 4. Its largest holding is Cerebras Systems Inc. at 44.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CBRS Cerebras Systems Inc. | +834.8K | +265.1% | $148.30M | 44.38% |
| ASML Asml Holding Nv | +2,860 | +46.4% | $5.18M | 3.55% |
| TDG TransDigm Group INC | +3,580 | +45.1% | $3.88M | 2.71% |
| MRNA Moderna, Inc. | +17.5K | +36.7% | $3.37M | 2.73% |
| OUST Ouster, Inc. | +66.6K | +605.5% | $2.69M | 0.68% |
| WGS GeneDx Holdings Corp. | +31.8K | +47.4% | $2.30M | 1.55% |
| APP AppLovin Corp | +7,100 | +90.3% | $2.06M | 0.944% |
| IBM International Business Machines Corp | +8,866 | +150.7% | $1.95M | 0.705% |
| ESLT Elbit Systems Ltd | +2,450 | +16.7% | $1.67M | 2.54% |
| AMZN Amazon Com Inc | +6,000 | +16.1% | $1.49M | 2.35% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MA Mastercard Inc | -2,446 | -100.0% | $1.26M | Exited |
| TECH BIO-TECHNE Corp | -17.3K | -100.0% | $1.22M | Exited |
| MSFT Microsoft Corp | -1,400 | -8.1% | $718.06K | 1.76% |
| LRCX Lam Research Corp | -1,000 | -17.7% | $328.51K | 0.332% |
| TXN Texas Instruments Inc | -1,000 | -100.0% | $298.07K | Exited |
| GLW Corning Inc | -1,000 | -100.0% | $255.43K | Exited |
| CACI Caci International Inc | -300 | -15.0% | $182.73K | 0.225% |
| JNJ Johnson & Johnson | -382 | -16.7% | $101.13K | 0.109% |
| NVMI Nova Ltd. | -200 | -13.3% | $77.04K | 0.109% |
| VEEV Veeva Systems Inc | -250 | -1.3% | $71.36K | 1.2% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| LHX L3Harris Technologies, Inc. | +5,000 | $1.18M | 0.257% |
| GKOS GLAUKOS Corp | +6,000 | $985.14K | 0.214% |
| KTOS Kratos Defense & Security Solutions, Inc. | +18.1K | $772.69K | 0.168% |
| ALV Autoliv Inc | +2,650 | $296.51K | 0.064% |
| MRVL Marvell Technology, Inc. | +1,000 | $264.21K | 0.057% |
| MRSH Marsh & Mclennan Companies, Inc. | +1,414 | $241.41K | 0.052% |
| BMY Bristol Myers Squibb Co | +3,225 | $201.24K | 0.044% |
| MDT Medtronic plc | +2,329 | $200.97K | 0.044% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CBRS Cerebras Systems Inc. | Technology | 1.15M | $204.24M | 44.38% | +834.8K | +265.1% | Added | 0.5% |
| 2 | ASML Asml Holding Nv | Technology | 9,030 | $16.36M | 3.55% | +2,860 | +46.4% | Added | 0% |
| 3 | MRNA Moderna, Inc. | Healthcare | 65.2K | $12.55M | 2.73% | +17.5K | +36.7% | Added | 0.02% |
| 4 | TDG TransDigm Group INC | Industrials | 11.5K | $12.47M | 2.71% | +3,580 | +45.1% | Added | 0.02% |
| 5 | PANW Palo Alto Networks Inc | Technology | 30.7K | $12.19M | 2.65% | 0 | 0.0% | Unchanged | 0% |
| 6 | ESLT Elbit Systems Ltd | Industrials | 17.1K | $11.69M | 2.54% | +2,450 | +16.7% | Added | 0.04% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 43.4K | $10.81M | 2.35% | +6,000 | +16.1% | Added | 0% |
| 8 | MSFT Microsoft Corp | Technology | 15.8K | $8.11M | 1.76% | -1,400 | -8.1% | Reduced | 0% |
| 9 | PLTR Palantir Technologies Inc. | Technology | 42.0K | $7.85M | 1.71% | 0 | 0.0% | Unchanged | 0% |
| 10 | VSEC Vse Corp | Industrials | 45.8K | $7.54M | 1.64% | -100 | -0.2% | Reduced | 0.15% |
| 11 | DIS Walt Disney Co | Communication Services | 68.8K | $7.22M | 1.57% | +8,634 | +14.3% | Added | 0% |
| 12 | WGS GeneDx Holdings Corp. | Healthcare | 98.8K | $7.15M | 1.55% | +31.8K | +47.4% | Added | 0.33% |
| 13 | TMO Thermo Fisher Scientific Inc. | Healthcare | 10.3K | $6.97M | 1.51% | +550 | +5.6% | Added | 0% |
| 14 | GRAL GRAIL, Inc. | Healthcare | 48.6K | $6.81M | 1.48% | +4,000 | +9.0% | Added | 0.11% |
| 15 | SCHW Schwab Charles Corp | Financial Services | 66.0K | $6.45M | 1.4% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Legal Advantage Investments.
As of its Q3 2026 13F filing, Legal Advantage Investments, Inc.’s five largest positions were Cerebras Systems Inc. (CBRS) at 44.4%, Asml Holding Nv (ASML) at 3.6%, Moderna, Inc. (MRNA) at 2.7%, TransDigm Group INC (TDG) at 2.7%, Palo Alto Networks Inc (PANW) at 2.6% of the reported portfolio.
Legal Advantage Investments, Inc. reported a 13F portfolio worth $460.19M across 80 positions for Q3 2026. That is up 64.4% from the previous quarter.
Its largest purchases by value were Cerebras Systems Inc. ($148.30M), Asml Holding Nv ($5.18M), TransDigm Group INC ($3.88M). It opened 8 new positions.
Its largest sales by value were Mastercard Inc ($1.26M), BIO-TECHNE Corp ($1.22M), Microsoft Corp ($718.06K). It exited 4 positions entirely.
From the Form 13F-HR reports Legal Advantage Investments, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.