Filed: 11/12/2024ACC: 0001172661-24-004560
📋 What this filing means
LEGAL ADVANTAGE INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $181.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
99
Positions
$181.91M
Total AUM (reported)
1.21M
Total Shares
Allocation by class
COM$132.89M73.1%
CL A$15.63M8.6%
CL A COM$4.35M2.4%
TOTAL STK MKT$4.03M2.2%
COM CL A$3.67M2.0%
SHS$3.39M1.9%
ORD$3.09M1.7%
Portfolio Concentration
Top 3$26.69M14.7%
4–10$40.33M22.2%
11–25$49.64M27.3%
Rest$65.26M35.9%
Top 3 weight
14.7%
Top 10 weight
36.8%
Voting Authority Distribution
Total shares with voting rights: 1.21M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.21M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole99
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings99
Rows:
FISERV INC
SOLEShares55.89K
TypeSH
Market value$10.04M
5.52%
Sole
0.00
Shared
0.00
None
55.89K
TRANSDIGM GROUP INC
SOLEShares6.25K
TypeSH
Market value$8.92M
4.90%
Sole
0.00
Shared
0.00
None
6.25K
VSE CORP
SOLEShares93.43K
TypeSH
Market value$7.73M
4.25%
Sole
0.00
Shared
0.00
None
93.43K
MICROSOFT CORP
SOLEShares15.27K
TypeSH
Market value$6.57M
3.61%
Sole
0.00
Shared
0.00
None
15.27K
DISNEY WALT CO
SOLEShares64.87K
TypeSH
Market value$6.24M
3.43%
Sole
0.00
Shared
0.00
None
64.87K
AMAZON COM INC
SOLEShares32.73K
TypeSH
Market value$6.10M
3.35%
Sole
0.00
Shared
0.00
None
32.73K
TYLER TECHNOLOGIES INC
SOLEShares10.07K
TypeSH
Market value$5.88M
3.23%
Sole
0.00
Shared
0.00
None
10.07K
ADOBE INC
SOLEShares11.02K
TypeSH
Market value$5.70M
3.14%
Sole
0.00
Shared
0.00
None
11.02K
THERMO FISHER SCIENTIFIC INC
SOLEShares8.15K
TypeSH
Market value$5.04M
2.77%
Sole
0.00
Shared
0.00
None
8.15K
PALO ALTO NETWORKS INC
SOLEShares14.03K
TypeSH
Market value$4.79M
2.64%
Sole
0.00
Shared
0.00
None
14.03K
INTUIT
SOLEShares7.55K
TypeSH
Market value$4.69M
2.58%
Sole
0.00
Shared
0.00
None
7.55K
VEEVA SYS INC
SOLEShares20.74K
TypeSH
Market value$4.35M
2.39%
Sole
0.00
Shared
0.00
None
20.74K
SCHWAB CHARLES CORP
SOLEShares64.40K
TypeSH
Market value$4.17M
2.29%
Sole
0.00
Shared
0.00
None
64.40K
VANGUARD INDEX FDS
SOLEShares14.22K
TypeSH
Market value$4.03M
2.21%
Sole
0.00
Shared
0.00
None
14.22K
NORTHROP GRUMMAN CORP
SOLEShares6.64K
TypeSH
Market value$3.51M
1.93%
Sole
0.00
Shared
0.00
None
6.64K
ORACLE CORP
SOLEShares20.05K
TypeSH
Market value$3.42M
1.88%
Sole
0.00
Shared
0.00
None
20.05K
META PLATFORMS INC
SOLEShares5.60K
TypeSH
Market value$3.21M
1.76%
Sole
0.00
Shared
0.00
None
5.60K
ELBIT SYS LTD
SOLEShares15.43K
TypeSH
Market value$3.09M
1.70%
Sole
0.00
Shared
0.00
None
15.43K
APPLIED MATLS INC
SOLEShares14.72K
TypeSH
Market value$2.97M
1.64%
Sole
0.00
Shared
0.00
None
14.72K
MERCADOLIBRE INC
SOLEShares1.37K
TypeSH
Market value$2.81M
1.55%
Sole
0.00
Shared
0.00
None
1.37K
BOEING CO
SOLEShares18.50K
TypeSH
Market value$2.81M
1.55%
Sole
0.00
Shared
0.00
None
18.50K
NVIDIA CORPORATION
SOLEShares22.96K
TypeSH
Market value$2.79M
1.53%
Sole
0.00
Shared
0.00
None
22.96K
APPLE INC
SOLEShares11.34K
TypeSH
Market value$2.64M
1.45%
Sole
0.00
Shared
0.00
None
11.34K
SS&C TECHNOLOGIES HLDGS INC
SOLEShares34.90K
TypeSH
Market value$2.59M
1.42%
Sole
0.00
Shared
0.00
None
34.90K
RTX CORPORATION
SOLEShares21.12K
TypeSH
Market value$2.56M
1.41%
Sole
0.00
Shared
0.00
None
21.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FISERV INCSOLE | COM | 55.89K | SH | $10.04M 5.52% | 0.00 | 0.00 | 55.89K |
TRANSDIGM GROUP INCSOLE | COM | 6.25K | SH | $8.92M 4.90% | 0.00 | 0.00 | 6.25K |
VSE CORPSOLE | COM | 93.43K | SH | $7.73M 4.25% | 0.00 | 0.00 | 93.43K |
MICROSOFT CORPSOLE | COM | 15.27K | SH | $6.57M 3.61% | 0.00 | 0.00 | 15.27K |
DISNEY WALT COSOLE | COM | 64.87K | SH | $6.24M 3.43% | 0.00 | 0.00 | 64.87K |
AMAZON COM INCSOLE | COM | 32.73K | SH | $6.10M 3.35% | 0.00 | 0.00 | 32.73K |
TYLER TECHNOLOGIES INCSOLE | COM | 10.07K | SH | $5.88M 3.23% | 0.00 | 0.00 | 10.07K |
ADOBE INCSOLE | COM | 11.02K | SH | $5.70M 3.14% | 0.00 | 0.00 | 11.02K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 8.15K | SH | $5.04M 2.77% | 0.00 | 0.00 | 8.15K |
PALO ALTO NETWORKS INCSOLE | COM | 14.03K | SH | $4.79M 2.64% | 0.00 | 0.00 | 14.03K |
INTUITSOLE | COM | 7.55K | SH | $4.69M 2.58% | 0.00 | 0.00 | 7.55K |
VEEVA SYS INCSOLE | CL A COM | 20.74K | SH | $4.35M 2.39% | 0.00 | 0.00 | 20.74K |
SCHWAB CHARLES CORPSOLE | COM | 64.40K | SH | $4.17M 2.29% | 0.00 | 0.00 | 64.40K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.22K | SH | $4.03M 2.21% | 0.00 | 0.00 | 14.22K |
NORTHROP GRUMMAN CORPSOLE | COM | 6.64K | SH | $3.51M 1.93% | 0.00 | 0.00 | 6.64K |
ORACLE CORPSOLE | COM | 20.05K | SH | $3.42M 1.88% | 0.00 | 0.00 | 20.05K |
META PLATFORMS INCSOLE | CL A | 5.60K | SH | $3.21M 1.76% | 0.00 | 0.00 | 5.60K |
ELBIT SYS LTDSOLE | ORD | 15.43K | SH | $3.09M 1.70% | 0.00 | 0.00 | 15.43K |
APPLIED MATLS INCSOLE | COM | 14.72K | SH | $2.97M 1.64% | 0.00 | 0.00 | 14.72K |
MERCADOLIBRE INCSOLE | COM | 1.37K | SH | $2.81M 1.55% | 0.00 | 0.00 | 1.37K |
BOEING COSOLE | COM | 18.50K | SH | $2.81M 1.55% | 0.00 | 0.00 | 18.50K |
NVIDIA CORPORATIONSOLE | COM | 22.96K | SH | $2.79M 1.53% | 0.00 | 0.00 | 22.96K |
APPLE INCSOLE | COM | 11.34K | SH | $2.64M 1.45% | 0.00 | 0.00 | 11.34K |
SS&C TECHNOLOGIES HLDGS INCSOLE | COM | 34.90K | SH | $2.59M 1.42% | 0.00 | 0.00 | 34.90K |
RTX CORPORATIONSOLE | COM | 21.12K | SH | $2.56M 1.41% | 0.00 | 0.00 | 21.12K |
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