Filed: 5/13/2025ACC: 0001172661-25-001737
📋 What this filing means
LEGAL ADVANTAGE INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $185.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$185.24M
Total AUM (reported)
1.22M
Total Shares
Allocation by class
COM$130.12M70.2%
CL A$16.70M9.0%
COM CL A$7.10M3.8%
ORD$5.77M3.1%
CL A COM$4.71M2.5%
SHS$4.35M2.3%
TOTAL STK MKT$3.90M2.1%
Portfolio Concentration
Top 3$27.27M14.7%
4–10$40.46M21.8%
11–25$53.44M28.8%
Rest$64.07M34.6%
Top 3 weight
14.7%
Top 10 weight
36.6%
Voting Authority Distribution
Total shares with voting rights: 1.22M
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
1.22M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole96
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings96
Rows:
FISERV INC
SOLEShares53.42K
TypeSH
Market value$11.80M
6.37%
Sole
0.00
Shared
0.00
None
53.42K
TRANSDIGM GROUP INC
SOLEShares6.03K
TypeSH
Market value$8.34M
4.50%
Sole
0.00
Shared
0.00
None
6.03K
VSE CORP
SOLEShares59.50K
TypeSH
Market value$7.14M
3.85%
Sole
0.00
Shared
0.00
None
59.50K
DISNEY WALT CO
SOLEShares68.29K
TypeSH
Market value$6.74M
3.64%
Sole
0.00
Shared
0.00
None
68.29K
AMAZON COM INC
SOLEShares34.34K
TypeSH
Market value$6.53M
3.53%
Sole
0.00
Shared
0.00
None
34.34K
ELBIT SYS LTD
SOLEShares15.03K
TypeSH
Market value$5.77M
3.11%
Sole
0.00
Shared
0.00
None
15.03K
MICROSOFT CORP
SOLEShares15.22K
TypeSH
Market value$5.72M
3.09%
Sole
0.00
Shared
0.00
None
15.22K
TYLER TECHNOLOGIES INC
SOLEShares9.67K
TypeSH
Market value$5.62M
3.04%
Sole
0.00
Shared
0.00
None
9.67K
SCHWAB CHARLES CORP
SOLEShares67.90K
TypeSH
Market value$5.32M
2.87%
Sole
0.00
Shared
0.00
None
67.90K
PALO ALTO NETWORKS INC
SOLEShares27.94K
TypeSH
Market value$4.77M
2.57%
Sole
0.00
Shared
0.00
None
27.94K
VEEVA SYS INC
SOLEShares20.36K
TypeSH
Market value$4.71M
2.55%
Sole
0.00
Shared
0.00
None
20.36K
INTUIT
SOLEShares7.32K
TypeSH
Market value$4.49M
2.42%
Sole
0.00
Shared
0.00
None
7.32K
GENEDX HOLDINGS CORP
SOLEShares50.60K
TypeSH
Market value$4.48M
2.42%
Sole
0.00
Shared
0.00
None
50.60K
THERMO FISHER SCIENTIFIC INC
SOLEShares8.23K
TypeSH
Market value$4.09M
2.21%
Sole
0.00
Shared
0.00
None
8.23K
ADOBE INC
SOLEShares10.43K
TypeSH
Market value$4.00M
2.16%
Sole
0.00
Shared
0.00
None
10.43K
VANGUARD INDEX FDS
SOLEShares14.19K
TypeSH
Market value$3.90M
2.11%
Sole
0.00
Shared
0.00
None
14.19K
PALANTIR TECHNOLOGIES INC
SOLEShares44.80K
TypeSH
Market value$3.78M
2.04%
Sole
0.00
Shared
0.00
None
44.80K
NORTHROP GRUMMAN CORP
SOLEShares6.64K
TypeSH
Market value$3.30M
1.78%
Sole
0.00
Shared
0.00
None
6.64K
MERCADOLIBRE INC
SOLEShares1.63K
TypeSH
Market value$3.18M
1.72%
Sole
0.00
Shared
0.00
None
1.63K
NETFLIX INC
SOLEShares3.38K
TypeSH
Market value$3.15M
1.70%
Sole
0.00
Shared
0.00
None
3.38K
META PLATFORMS INC
SOLEShares5.45K
TypeSH
Market value$3.14M
1.70%
Sole
0.00
Shared
0.00
None
5.45K
BOEING CO
SOLEShares16.85K
TypeSH
Market value$2.87M
1.55%
Sole
0.00
Shared
0.00
None
16.85K
SS&C TECHNOLOGIES HLDGS INC
SOLEShares33.60K
TypeSH
Market value$2.81M
1.52%
Sole
0.00
Shared
0.00
None
33.60K
RTX CORPORATION
SOLEShares21.13K
TypeSH
Market value$2.80M
1.51%
Sole
0.00
Shared
0.00
None
21.13K
APPLE INC
SOLEShares12.27K
TypeSH
Market value$2.72M
1.47%
Sole
0.00
Shared
0.00
None
12.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FISERV INCSOLE | COM | 53.42K | SH | $11.80M 6.37% | 0.00 | 0.00 | 53.42K |
TRANSDIGM GROUP INCSOLE | COM | 6.03K | SH | $8.34M 4.50% | 0.00 | 0.00 | 6.03K |
VSE CORPSOLE | COM | 59.50K | SH | $7.14M 3.85% | 0.00 | 0.00 | 59.50K |
DISNEY WALT COSOLE | COM | 68.29K | SH | $6.74M 3.64% | 0.00 | 0.00 | 68.29K |
AMAZON COM INCSOLE | COM | 34.34K | SH | $6.53M 3.53% | 0.00 | 0.00 | 34.34K |
ELBIT SYS LTDSOLE | ORD | 15.03K | SH | $5.77M 3.11% | 0.00 | 0.00 | 15.03K |
MICROSOFT CORPSOLE | COM | 15.22K | SH | $5.72M 3.09% | 0.00 | 0.00 | 15.22K |
TYLER TECHNOLOGIES INCSOLE | COM | 9.67K | SH | $5.62M 3.04% | 0.00 | 0.00 | 9.67K |
SCHWAB CHARLES CORPSOLE | COM | 67.90K | SH | $5.32M 2.87% | 0.00 | 0.00 | 67.90K |
PALO ALTO NETWORKS INCSOLE | COM | 27.94K | SH | $4.77M 2.57% | 0.00 | 0.00 | 27.94K |
VEEVA SYS INCSOLE | CL A COM | 20.36K | SH | $4.71M 2.55% | 0.00 | 0.00 | 20.36K |
INTUITSOLE | COM | 7.32K | SH | $4.49M 2.42% | 0.00 | 0.00 | 7.32K |
GENEDX HOLDINGS CORPSOLE | COM CL A | 50.60K | SH | $4.48M 2.42% | 0.00 | 0.00 | 50.60K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 8.23K | SH | $4.09M 2.21% | 0.00 | 0.00 | 8.23K |
ADOBE INCSOLE | COM | 10.43K | SH | $4.00M 2.16% | 0.00 | 0.00 | 10.43K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.19K | SH | $3.90M 2.11% | 0.00 | 0.00 | 14.19K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 44.80K | SH | $3.78M 2.04% | 0.00 | 0.00 | 44.80K |
NORTHROP GRUMMAN CORPSOLE | COM | 6.64K | SH | $3.30M 1.78% | 0.00 | 0.00 | 6.64K |
MERCADOLIBRE INCSOLE | COM | 1.63K | SH | $3.18M 1.72% | 0.00 | 0.00 | 1.63K |
NETFLIX INCSOLE | COM | 3.38K | SH | $3.15M 1.70% | 0.00 | 0.00 | 3.38K |
META PLATFORMS INCSOLE | CL A | 5.45K | SH | $3.14M 1.70% | 0.00 | 0.00 | 5.45K |
BOEING COSOLE | COM | 16.85K | SH | $2.87M 1.55% | 0.00 | 0.00 | 16.85K |
SS&C TECHNOLOGIES HLDGS INCSOLE | COM | 33.60K | SH | $2.81M 1.52% | 0.00 | 0.00 | 33.60K |
RTX CORPORATIONSOLE | COM | 21.13K | SH | $2.80M 1.51% | 0.00 | 0.00 | 21.13K |
APPLE INCSOLE | COM | 12.27K | SH | $2.72M 1.47% | 0.00 | 0.00 | 12.27K |
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