Filed: 7/25/2025ACC: 0001172661-25-002727
📋 What this filing means
LEGAL ADVANTAGE INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $213.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$213.84M
Total AUM (reported)
1.18M
Total Shares
Allocation by class
COM$144.72M67.7%
CL A$19.82M9.3%
COM CL A$9.22M4.3%
ORD$6.89M3.2%
CL A COM$5.80M2.7%
N Y REGISTRY SHS$4.51M2.1%
TOTAL STK MKT$4.32M2.0%
Portfolio Concentration
Top 3$28.39M13.3%
4–10$47.66M22.3%
11–25$66.95M31.3%
Rest$70.84M33.1%
Top 3 weight
13.3%
Top 10 weight
35.6%
Voting Authority Distribution
Total shares with voting rights: 1.18M
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
1.18M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole94
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings94
Rows:
FISERV INC
SOLEShares57.97K
TypeSH
Market value$9.99M
4.67%
Sole
0.00
Shared
0.00
None
57.97K
TRANSDIGM GROUP INC
SOLEShares6.53K
TypeSH
Market value$9.93M
4.64%
Sole
0.00
Shared
0.00
None
6.53K
DISNEY WALT CO
SOLEShares68.28K
TypeSH
Market value$8.47M
3.96%
Sole
0.00
Shared
0.00
None
68.28K
AMAZON COM INC
SOLEShares35.34K
TypeSH
Market value$7.75M
3.63%
Sole
0.00
Shared
0.00
None
35.34K
VSE CORP
SOLEShares58.20K
TypeSH
Market value$7.62M
3.57%
Sole
0.00
Shared
0.00
None
58.20K
MICROSOFT CORP
SOLEShares15.15K
TypeSH
Market value$7.54M
3.52%
Sole
0.00
Shared
0.00
None
15.15K
ELBIT SYS LTD
SOLEShares14.83K
TypeSH
Market value$6.67M
3.12%
Sole
0.00
Shared
0.00
None
14.83K
PALANTIR TECHNOLOGIES INC
SOLEShares45.45K
TypeSH
Market value$6.20M
2.90%
Sole
0.00
Shared
0.00
None
45.45K
SCHWAB CHARLES CORP
SOLEShares66.66K
TypeSH
Market value$6.08M
2.84%
Sole
0.00
Shared
0.00
None
66.66K
VEEVA SYS INC
SOLEShares20.16K
TypeSH
Market value$5.80M
2.71%
Sole
0.00
Shared
0.00
None
20.16K
PALO ALTO NETWORKS INC
SOLEShares28K
TypeSH
Market value$5.73M
2.68%
Sole
0.00
Shared
0.00
None
28K
GENEDX HOLDINGS CORP
SOLEShares60.60K
TypeSH
Market value$5.59M
2.62%
Sole
0.00
Shared
0.00
None
60.60K
TYLER TECHNOLOGIES INC
SOLEShares9.25K
TypeSH
Market value$5.48M
2.56%
Sole
0.00
Shared
0.00
None
9.25K
INTUIT
SOLEShares6.90K
TypeSH
Market value$5.44M
2.54%
Sole
0.00
Shared
0.00
None
6.90K
MERCADOLIBRE INC
SOLEShares1.99K
TypeSH
Market value$5.19M
2.43%
Sole
0.00
Shared
0.00
None
1.99K
ASML HOLDING N V
SOLEShares5.63K
TypeSH
Market value$4.51M
2.11%
Sole
0.00
Shared
0.00
None
5.63K
VANGUARD INDEX FDS
SOLEShares14.20K
TypeSH
Market value$4.32M
2.02%
Sole
0.00
Shared
0.00
None
14.20K
NETFLIX INC
SOLEShares3.21K
TypeSH
Market value$4.30M
2.01%
Sole
0.00
Shared
0.00
None
3.21K
NVIDIA CORPORATION
SOLEShares24.80K
TypeSH
Market value$3.92M
1.83%
Sole
0.00
Shared
0.00
None
24.80K
META PLATFORMS INC
SOLEShares5.28K
TypeSH
Market value$3.89M
1.82%
Sole
0.00
Shared
0.00
None
5.28K
BOEING CO
SOLEShares18.47K
TypeSH
Market value$3.87M
1.81%
Sole
0.00
Shared
0.00
None
18.47K
RTX CORPORATION
SOLEShares26.49K
TypeSH
Market value$3.87M
1.81%
Sole
0.00
Shared
0.00
None
26.49K
ADOBE INC
SOLEShares9.60K
TypeSH
Market value$3.71M
1.74%
Sole
0.00
Shared
0.00
None
9.60K
ORACLE CORP
SOLEShares16.80K
TypeSH
Market value$3.67M
1.72%
Sole
0.00
Shared
0.00
None
16.80K
APPLE INC
SOLEShares16.86K
TypeSH
Market value$3.46M
1.62%
Sole
0.00
Shared
0.00
None
16.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FISERV INCSOLE | COM | 57.97K | SH | $9.99M 4.67% | 0.00 | 0.00 | 57.97K |
TRANSDIGM GROUP INCSOLE | COM | 6.53K | SH | $9.93M 4.64% | 0.00 | 0.00 | 6.53K |
DISNEY WALT COSOLE | COM | 68.28K | SH | $8.47M 3.96% | 0.00 | 0.00 | 68.28K |
AMAZON COM INCSOLE | COM | 35.34K | SH | $7.75M 3.63% | 0.00 | 0.00 | 35.34K |
VSE CORPSOLE | COM | 58.20K | SH | $7.62M 3.57% | 0.00 | 0.00 | 58.20K |
MICROSOFT CORPSOLE | COM | 15.15K | SH | $7.54M 3.52% | 0.00 | 0.00 | 15.15K |
ELBIT SYS LTDSOLE | ORD | 14.83K | SH | $6.67M 3.12% | 0.00 | 0.00 | 14.83K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 45.45K | SH | $6.20M 2.90% | 0.00 | 0.00 | 45.45K |
SCHWAB CHARLES CORPSOLE | COM | 66.66K | SH | $6.08M 2.84% | 0.00 | 0.00 | 66.66K |
VEEVA SYS INCSOLE | CL A COM | 20.16K | SH | $5.80M 2.71% | 0.00 | 0.00 | 20.16K |
PALO ALTO NETWORKS INCSOLE | COM | 28K | SH | $5.73M 2.68% | 0.00 | 0.00 | 28K |
GENEDX HOLDINGS CORPSOLE | COM CL A | 60.60K | SH | $5.59M 2.62% | 0.00 | 0.00 | 60.60K |
TYLER TECHNOLOGIES INCSOLE | COM | 9.25K | SH | $5.48M 2.56% | 0.00 | 0.00 | 9.25K |
INTUITSOLE | COM | 6.90K | SH | $5.44M 2.54% | 0.00 | 0.00 | 6.90K |
MERCADOLIBRE INCSOLE | COM | 1.99K | SH | $5.19M 2.43% | 0.00 | 0.00 | 1.99K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 5.63K | SH | $4.51M 2.11% | 0.00 | 0.00 | 5.63K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.20K | SH | $4.32M 2.02% | 0.00 | 0.00 | 14.20K |
NETFLIX INCSOLE | COM | 3.21K | SH | $4.30M 2.01% | 0.00 | 0.00 | 3.21K |
NVIDIA CORPORATIONSOLE | COM | 24.80K | SH | $3.92M 1.83% | 0.00 | 0.00 | 24.80K |
META PLATFORMS INCSOLE | CL A | 5.28K | SH | $3.89M 1.82% | 0.00 | 0.00 | 5.28K |
BOEING COSOLE | COM | 18.47K | SH | $3.87M 1.81% | 0.00 | 0.00 | 18.47K |
RTX CORPORATIONSOLE | COM | 26.49K | SH | $3.87M 1.81% | 0.00 | 0.00 | 26.49K |
ADOBE INCSOLE | COM | 9.60K | SH | $3.71M 1.74% | 0.00 | 0.00 | 9.60K |
ORACLE CORPSOLE | COM | 16.80K | SH | $3.67M 1.72% | 0.00 | 0.00 | 16.80K |
APPLE INCSOLE | COM | 16.86K | SH | $3.46M 1.62% | 0.00 | 0.00 | 16.86K |
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