Filed: 1/16/2025ACC: 0001172661-25-000236
📋 What this filing means
LEGAL ADVANTAGE INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 103 equity positions with a total reported market value of $189.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
103
Positions
$189.15M
Total AUM (reported)
1.26M
Total Shares
Allocation by class
COM$133.02M70.3%
CL A$18.57M9.8%
COM CL A$5.23M2.8%
CL A COM$4.28M2.3%
TOTAL STK MKT$4.13M2.2%
ORD$3.88M2.1%
SHS$3.62M1.9%
Portfolio Concentration
Top 3$26.96M14.3%
4–10$40.78M21.6%
11–25$51.88M27.4%
Rest$69.53M36.8%
Top 3 weight
14.3%
Top 10 weight
35.8%
Voting Authority Distribution
Total shares with voting rights: 1.26M
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
1.26M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole103
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings103
Rows:
FISERV INC
SOLEShares53.92K
TypeSH
Market value$11.08M
5.86%
Sole
0.00
Shared
0.00
None
53.92K
VSE CORP
SOLEShares86.48K
TypeSH
Market value$8.22M
4.35%
Sole
0.00
Shared
0.00
None
86.48K
TRANSDIGM GROUP INC
SOLEShares6.05K
TypeSH
Market value$7.66M
4.05%
Sole
0.00
Shared
0.00
None
6.05K
DISNEY WALT CO
SOLEShares64.31K
TypeSH
Market value$7.16M
3.79%
Sole
0.00
Shared
0.00
None
64.31K
AMAZON COM INC
SOLEShares32.42K
TypeSH
Market value$7.11M
3.76%
Sole
0.00
Shared
0.00
None
32.42K
MICROSOFT CORP
SOLEShares14.65K
TypeSH
Market value$6.18M
3.27%
Sole
0.00
Shared
0.00
None
14.65K
TYLER TECHNOLOGIES INC
SOLEShares9.85K
TypeSH
Market value$5.68M
3.00%
Sole
0.00
Shared
0.00
None
9.85K
PALO ALTO NETWORKS INC
SOLEShares27.99K
TypeSH
Market value$5.09M
2.69%
Sole
0.00
Shared
0.00
None
27.99K
ADOBE INC
SOLEShares10.87K
TypeSH
Market value$4.83M
2.55%
Sole
0.00
Shared
0.00
None
10.87K
SCHWAB CHARLES CORP
SOLEShares63.90K
TypeSH
Market value$4.73M
2.50%
Sole
0.00
Shared
0.00
None
63.90K
INTUIT
SOLEShares7.47K
TypeSH
Market value$4.69M
2.48%
Sole
0.00
Shared
0.00
None
7.47K
VEEVA SYS INC
SOLEShares20.34K
TypeSH
Market value$4.28M
2.26%
Sole
0.00
Shared
0.00
None
20.34K
THERMO FISHER SCIENTIFIC INC
SOLEShares8.03K
TypeSH
Market value$4.18M
2.21%
Sole
0.00
Shared
0.00
None
8.03K
VANGUARD INDEX FDS
SOLEShares14.24K
TypeSH
Market value$4.13M
2.18%
Sole
0.00
Shared
0.00
None
14.24K
ELBIT SYS LTD
SOLEShares15.03K
TypeSH
Market value$3.88M
2.05%
Sole
0.00
Shared
0.00
None
15.03K
PALANTIR TECHNOLOGIES INC
SOLEShares50.80K
TypeSH
Market value$3.84M
2.03%
Sole
0.00
Shared
0.00
None
50.80K
ORACLE CORP
SOLEShares19.75K
TypeSH
Market value$3.29M
1.74%
Sole
0.00
Shared
0.00
None
19.75K
META PLATFORMS INC
SOLEShares5.50K
TypeSH
Market value$3.22M
1.70%
Sole
0.00
Shared
0.00
None
5.50K
NVIDIA CORPORATION
SOLEShares22.80K
TypeSH
Market value$3.06M
1.62%
Sole
0.00
Shared
0.00
None
22.80K
NORTHROP GRUMMAN CORP
SOLEShares6.64K
TypeSH
Market value$3.02M
1.60%
Sole
0.00
Shared
0.00
None
6.64K
NETFLIX INC
SOLEShares3.38K
TypeSH
Market value$3.01M
1.59%
Sole
0.00
Shared
0.00
None
3.38K
APPLE INC
SOLEShares11.96K
TypeSH
Market value$3.00M
1.58%
Sole
0.00
Shared
0.00
None
11.96K
BOEING CO
SOLEShares16.89K
TypeSH
Market value$2.99M
1.58%
Sole
0.00
Shared
0.00
None
16.89K
MERCADOLIBRE INC
SOLEShares1.57K
TypeSH
Market value$2.67M
1.41%
Sole
0.00
Shared
0.00
None
1.57K
GENEDX HOLDINGS CORP
SOLEShares34.10K
TypeSH
Market value$2.62M
1.39%
Sole
0.00
Shared
0.00
None
34.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FISERV INCSOLE | COM | 53.92K | SH | $11.08M 5.86% | 0.00 | 0.00 | 53.92K |
VSE CORPSOLE | COM | 86.48K | SH | $8.22M 4.35% | 0.00 | 0.00 | 86.48K |
TRANSDIGM GROUP INCSOLE | COM | 6.05K | SH | $7.66M 4.05% | 0.00 | 0.00 | 6.05K |
DISNEY WALT COSOLE | COM | 64.31K | SH | $7.16M 3.79% | 0.00 | 0.00 | 64.31K |
AMAZON COM INCSOLE | COM | 32.42K | SH | $7.11M 3.76% | 0.00 | 0.00 | 32.42K |
MICROSOFT CORPSOLE | COM | 14.65K | SH | $6.18M 3.27% | 0.00 | 0.00 | 14.65K |
TYLER TECHNOLOGIES INCSOLE | COM | 9.85K | SH | $5.68M 3.00% | 0.00 | 0.00 | 9.85K |
PALO ALTO NETWORKS INCSOLE | COM | 27.99K | SH | $5.09M 2.69% | 0.00 | 0.00 | 27.99K |
ADOBE INCSOLE | COM | 10.87K | SH | $4.83M 2.55% | 0.00 | 0.00 | 10.87K |
SCHWAB CHARLES CORPSOLE | COM | 63.90K | SH | $4.73M 2.50% | 0.00 | 0.00 | 63.90K |
INTUITSOLE | COM | 7.47K | SH | $4.69M 2.48% | 0.00 | 0.00 | 7.47K |
VEEVA SYS INCSOLE | CL A COM | 20.34K | SH | $4.28M 2.26% | 0.00 | 0.00 | 20.34K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 8.03K | SH | $4.18M 2.21% | 0.00 | 0.00 | 8.03K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.24K | SH | $4.13M 2.18% | 0.00 | 0.00 | 14.24K |
ELBIT SYS LTDSOLE | ORD | 15.03K | SH | $3.88M 2.05% | 0.00 | 0.00 | 15.03K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 50.80K | SH | $3.84M 2.03% | 0.00 | 0.00 | 50.80K |
ORACLE CORPSOLE | COM | 19.75K | SH | $3.29M 1.74% | 0.00 | 0.00 | 19.75K |
META PLATFORMS INCSOLE | CL A | 5.50K | SH | $3.22M 1.70% | 0.00 | 0.00 | 5.50K |
NVIDIA CORPORATIONSOLE | COM | 22.80K | SH | $3.06M 1.62% | 0.00 | 0.00 | 22.80K |
NORTHROP GRUMMAN CORPSOLE | COM | 6.64K | SH | $3.02M 1.60% | 0.00 | 0.00 | 6.64K |
NETFLIX INCSOLE | COM | 3.38K | SH | $3.01M 1.59% | 0.00 | 0.00 | 3.38K |
APPLE INCSOLE | COM | 11.96K | SH | $3.00M 1.58% | 0.00 | 0.00 | 11.96K |
BOEING COSOLE | COM | 16.89K | SH | $2.99M 1.58% | 0.00 | 0.00 | 16.89K |
MERCADOLIBRE INCSOLE | COM | 1.57K | SH | $2.67M 1.41% | 0.00 | 0.00 | 1.57K |
GENEDX HOLDINGS CORPSOLE | COM CL A | 34.10K | SH | $2.62M 1.39% | 0.00 | 0.00 | 34.10K |
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