Filed: 8/6/2024ACC: 0001689144-24-000005
📋 What this filing means
LEGACY BRIDGE, LLC filed this quarterly 13F‑HR report disclosing 286 equity positions with a total reported market value of $169.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
286
Positions
$169.65M
Total AUM (reported)
1.72M
Total Shares
Allocation by class
COM$102.71M60.5%
CL A$5.62M3.3%
CAP STK$5.42M3.2%
SHS$4.53M2.7%
COM NEW$3.63M2.1%
CL B NEW$2.82M1.7%
COM CL A$2.61M1.5%
Portfolio Concentration
Top 3$16.60M9.8%
4–10$22.07M13.0%
11–25$30.91M18.2%
Rest$100.07M59.0%
Top 3 weight
9.8%
Top 10 weight
22.8%
Voting Authority Distribution
Total shares with voting rights: 1.72M
Sole
Full voting authority
1.72M
shares
% of voting shares99.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.56K
shares
% of voting shares0.5%
Investment Discretion (by position count)
Sole286
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings286
Rows:
NVIDIA CORPORATION
SOLEShares52.87K
TypeSH
Market value$6.53M
3.85%
Sole
52.44K
Shared
0.00
None
430.00
WEST BANCORPORATION INC
SOLEShares302.52K
TypeSH
Market value$5.42M
3.19%
Sole
302.52K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares2.90K
TypeSH
Market value$4.65M
2.74%
Sole
2.83K
Shared
0.00
None
63.00
MICROSOFT CORP
SOLEShares8.63K
TypeSH
Market value$3.86M
2.27%
Sole
8.61K
Shared
0.00
None
25.00
AMAZON COM INC
SOLEShares16.85K
TypeSH
Market value$3.26M
1.92%
Sole
16.61K
Shared
0.00
None
240.00
ARISTA NETWORKS INC
SOLEShares9.09K
TypeSH
Market value$3.19M
1.88%
Sole
9.01K
Shared
0.00
None
80.00
ELI LILLY & CO
SOLEShares3.46K
TypeSH
Market value$3.13M
1.85%
Sole
3.43K
Shared
0.00
None
28.00
SUPER MICRO COMPUTER INC
SOLEShares3.56K
TypeSH
Market value$2.92M
1.72%
Sole
3.54K
Shared
0.00
None
20.00
EATON CORP PLC
SOLEShares9.25K
TypeSH
Market value$2.90M
1.71%
Sole
9.25K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.92K
TypeSH
Market value$2.82M
1.66%
Sole
6.88K
Shared
0.00
None
40.00
CATERPILLAR INC
SOLEShares7.14K
TypeSH
Market value$2.38M
1.40%
Sole
7.07K
Shared
0.00
None
65.00
WALMART INC
SOLEShares34.15K
TypeSH
Market value$2.31M
1.36%
Sole
34.15K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares2.65K
TypeSH
Market value$2.25M
1.33%
Sole
2.52K
Shared
0.00
None
123.00
INSIGHT ENTERPRISES INC
SOLEShares11.09K
TypeSH
Market value$2.20M
1.30%
Sole
10.96K
Shared
0.00
None
125.00
ADVANCED MICRO DEVICES INC
SOLEShares12.98K
TypeSH
Market value$2.11M
1.24%
Sole
12.67K
Shared
0.00
None
316.00
STERLING INFRASTRUCTURE INC
SOLEShares17.69K
TypeSH
Market value$2.09M
1.23%
Sole
17.59K
Shared
0.00
None
100.00
PALO ALTO NETWORKS INC
SOLEShares6.06K
TypeSH
Market value$2.05M
1.21%
Sole
6.06K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares2K
TypeSH
Market value$2.04M
1.20%
Sole
2K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares7.57K
TypeSH
Market value$2.04M
1.20%
Sole
7.53K
Shared
0.00
None
40.00
QUALCOMM INC
SOLEShares10.19K
TypeSH
Market value$2.03M
1.20%
Sole
10.14K
Shared
0.00
None
45.00
VERTIV HOLDINGS CO
SOLEShares22.46K
TypeSH
Market value$1.94M
1.15%
Sole
22.34K
Shared
0.00
None
120.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares11.03K
TypeSH
Market value$1.92M
1.13%
Sole
10.97K
Shared
0.00
None
60.00
APPLE INC
SOLEShares8.92K
TypeSH
Market value$1.88M
1.11%
Sole
8.88K
Shared
0.00
None
38.00
LOWES COS INC
SOLEShares8.35K
TypeSH
Market value$1.84M
1.08%
Sole
8.31K
Shared
0.00
None
35.00
HOME DEPOT INC
SOLEShares5.32K
TypeSH
Market value$1.83M
1.08%
Sole
5.31K
Shared
0.00
None
10.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 52.87K | SH | $6.53M 3.85% | 52.44K | 0.00 | 430.00 |
WEST BANCORPORATION INCSOLE | CAP STK | 302.52K | SH | $5.42M 3.19% | 302.52K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 2.90K | SH | $4.65M 2.74% | 2.83K | 0.00 | 63.00 |
MICROSOFT CORPSOLE | COM | 8.63K | SH | $3.86M 2.27% | 8.61K | 0.00 | 25.00 |
AMAZON COM INCSOLE | COM | 16.85K | SH | $3.26M 1.92% | 16.61K | 0.00 | 240.00 |
ARISTA NETWORKS INCSOLE | COM | 9.09K | SH | $3.19M 1.88% | 9.01K | 0.00 | 80.00 |
ELI LILLY & COSOLE | COM | 3.46K | SH | $3.13M 1.85% | 3.43K | 0.00 | 28.00 |
SUPER MICRO COMPUTER INCSOLE | COM | 3.56K | SH | $2.92M 1.72% | 3.54K | 0.00 | 20.00 |
EATON CORP PLCSOLE | SHS | 9.25K | SH | $2.90M 1.71% | 9.25K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.92K | SH | $2.82M 1.66% | 6.88K | 0.00 | 40.00 |
CATERPILLAR INCSOLE | COM | 7.14K | SH | $2.38M 1.40% | 7.07K | 0.00 | 65.00 |
WALMART INCSOLE | COM | 34.15K | SH | $2.31M 1.36% | 34.15K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 2.65K | SH | $2.25M 1.33% | 2.52K | 0.00 | 123.00 |
INSIGHT ENTERPRISES INCSOLE | COM | 11.09K | SH | $2.20M 1.30% | 10.96K | 0.00 | 125.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 12.98K | SH | $2.11M 1.24% | 12.67K | 0.00 | 316.00 |
STERLING INFRASTRUCTURE INCSOLE | COM | 17.69K | SH | $2.09M 1.23% | 17.59K | 0.00 | 100.00 |
PALO ALTO NETWORKS INCSOLE | COM | 6.06K | SH | $2.05M 1.21% | 6.06K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 2K | SH | $2.04M 1.20% | 2K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 7.57K | SH | $2.04M 1.20% | 7.53K | 0.00 | 40.00 |
QUALCOMM INCSOLE | COM | 10.19K | SH | $2.03M 1.20% | 10.14K | 0.00 | 45.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 22.46K | SH | $1.94M 1.15% | 22.34K | 0.00 | 120.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 11.03K | SH | $1.92M 1.13% | 10.97K | 0.00 | 60.00 |
APPLE INCSOLE | COM | 8.92K | SH | $1.88M 1.11% | 8.88K | 0.00 | 38.00 |
LOWES COS INCSOLE | COM | 8.35K | SH | $1.84M 1.08% | 8.31K | 0.00 | 35.00 |
HOME DEPOT INCSOLE | COM | 5.32K | SH | $1.83M 1.08% | 5.31K | 0.00 | 10.00 |
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