LEGACY BRIDGE, LLC

PrivateCIK: 1689144
Location

WEST DES MOINES, IA

322
Positions
$323.78M
Total AUM (reported)
2.27M
Total Shares

Allocation by class

TOTAL AUM$323.78M322 positions
COM$183.91M56.8%
CL A$12.92M4.0%
COM CL A$9.33M2.9%
COM SHS$8.04M2.5%
SHS$7.77M2.4%
CAP STK$5.98M1.8%
SPONSORED ADS$5.60M1.7%

Portfolio Concentration

Top 311.6%4–1015.5%11–2520.7%Rest52.2%TOP 1027.1%0%100%
Top 3$37.41M11.6%
4–10$50.26M15.5%
11–25$67.16M20.7%
Rest$168.95M52.2%

Top 3 weight

11.6%

Top 10 weight

27.1%

Voting Authority Distribution

Total shares with voting rights: 2.27M

Sole

Full voting authority

2.16M

shares

% of voting shares94.9%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

115.21K

shares

% of voting shares5.1%

Investment Discretion (by position count)

Sole322
Shared0
Other0
Dominant voting typeSole · 94.9% of voting shares
Institutional Holdings322
Rows:

GE VERNOVA INC

SOLE
COM
Shares11.29K
TypeSH
Market value$13.26M
4.10%
Sole
10.85K
Shared
0.00
None
439.00

STERLING INFRASTRUCTURE INC

SOLE
COM
Shares14.70K
TypeSH
Market value$12.34M
3.81%
Sole
13.77K
Shared
0.00
None
928.00

NVIDIA CORPORATION

SOLE
COM
Shares58.99K
TypeSH
Market value$11.80M
3.65%
Sole
57.11K
Shared
0.00
None
1.88K

CATERPILLAR INC

SOLE
COM
Shares7.68K
TypeSH
Market value$8.18M
2.53%
Sole
7.47K
Shared
0.00
None
206.00

BROADCOM INC

SOLE
COM
Shares20.42K
TypeSH
Market value$7.71M
2.38%
Sole
19.75K
Shared
0.00
None
670.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares6.43K
TypeSH
Market value$7.43M
2.29%
Sole
6.04K
Shared
0.00
None
393.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares60.44K
TypeSH
Market value$7.05M
2.18%
Sole
56.21K
Shared
0.00
None
4.23K

ARISTA NETWORKS INC

SOLE
COM SHS
Shares39.57K
TypeSH
Market value$6.72M
2.08%
Sole
38.83K
Shared
0.00
None
745.00

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares20.07K
TypeSH
Market value$6.72M
2.08%
Sole
18.66K
Shared
0.00
None
1.40K

CELESTICA INC

SOLE
COM
Shares17.68K
TypeSH
Market value$6.45M
1.99%
Sole
17.19K
Shared
0.00
None
484.00

WEST BANCORPORATION INC

SOLE
CAP STK
Shares225.58K
TypeSH
Market value$5.98M
1.85%
Sole
225.58K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares11.70K
TypeSH
Market value$5.59M
1.73%
Sole
11.09K
Shared
0.00
None
604.00

NEBIUS GROUP N.V.

SOLE
SHS CLASS A
Shares19.33K
TypeSH
Market value$5.34M
1.65%
Sole
18.29K
Shared
0.00
None
1.04K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares9.16K
TypeSH
Market value$5.32M
1.64%
Sole
8.44K
Shared
0.00
None
719.00

ELI LILLY & CO

SOLE
COM
Shares3.98K
TypeSH
Market value$4.77M
1.47%
Sole
3.87K
Shared
0.00
None
112.00

AMAZON COM INC

SOLE
COM
Shares18.99K
TypeSH
Market value$4.53M
1.40%
Sole
18.40K
Shared
0.00
None
592.00

WALMART INC

SOLE
COM
Shares38.73K
TypeSH
Market value$4.39M
1.35%
Sole
36.35K
Shared
0.00
None
2.38K

EATON CORP PLC

SOLE
SHS
Shares10.18K
TypeSH
Market value$4.34M
1.34%
Sole
9.97K
Shared
0.00
None
207.00

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares2.13K
TypeSH
Market value$4.23M
1.31%
Sole
2.03K
Shared
0.00
None
96.00

CREDO TECHNOLOGY GROUP HOLDI

SOLE
ORDINARY SHARES
Shares15.03K
TypeSH
Market value$4.09M
1.26%
Sole
13.87K
Shared
0.00
None
1.16K

PALO ALTO NETWORKS INC

SOLE
COM
Shares11.24K
TypeSH
Market value$3.83M
1.18%
Sole
11.24K
Shared
0.00
None
0.00

WESTERN DIGITAL CORP

SOLE
COM
Shares5.93K
TypeSH
Market value$3.79M
1.17%
Sole
5.50K
Shared
0.00
None
426.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares7.56K
TypeSH
Market value$3.78M
1.17%
Sole
7.27K
Shared
0.00
None
290.00

ALPHABET INC

SOLE
CAP STK CL C
Shares10.70K
TypeSH
Market value$3.78M
1.17%
Sole
10.12K
Shared
0.00
None
578.00

JOHNSON CONTROLS INTERNATION

SOLE
SHS
Shares23.38K
TypeSH
Market value$3.42M
1.06%
Sole
22.24K
Shared
0.00
None
1.14K
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