Filed: 1/14/2026ACC: 0001172661-26-000183
📋 What this filing means
LEGAL ADVANTAGE INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $216.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$216.01M
Total AUM (reported)
1.16M
Total Shares
Allocation by class
COM$137.77M63.8%
CL A$19.57M9.1%
COM CL A$13.06M6.0%
ORD$8.51M3.9%
N Y REGISTRY SHS$6.14M2.8%
TOTAL STK MKT$4.93M2.3%
CL A COM$4.46M2.1%
Portfolio Concentration
Top 3$27.70M12.8%
4–10$50.15M23.2%
11–25$66.82M30.9%
Rest$71.33M33.0%
Top 3 weight
12.8%
Top 10 weight
36.0%
Voting Authority Distribution
Total shares with voting rights: 1.16M
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
1.16M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings83
Rows:
TRANSDIGM GROUP INC
SOLEShares7.30K
TypeSH
Market value$9.71M
4.50%
Sole
0.00
Shared
0.00
None
7.30K
VSE CORP
SOLEShares54.89K
TypeSH
Market value$9.48M
4.39%
Sole
0.00
Shared
0.00
None
54.89K
ELBIT SYS LTD
SOLEShares14.73K
TypeSH
Market value$8.51M
3.94%
Sole
0.00
Shared
0.00
None
14.73K
AMAZON COM INC
SOLEShares35.65K
TypeSH
Market value$8.23M
3.81%
Sole
0.00
Shared
0.00
None
35.65K
GENEDX HOLDINGS CORP
SOLEShares59.65K
TypeSH
Market value$7.76M
3.59%
Sole
0.00
Shared
0.00
None
59.65K
PALANTIR TECHNOLOGIES INC
SOLEShares42.16K
TypeSH
Market value$7.49M
3.47%
Sole
0.00
Shared
0.00
None
42.16K
MICROSOFT CORP
SOLEShares15.09K
TypeSH
Market value$7.30M
3.38%
Sole
0.00
Shared
0.00
None
15.09K
DISNEY WALT CO
SOLEShares60.55K
TypeSH
Market value$6.89M
3.19%
Sole
0.00
Shared
0.00
None
60.55K
SCHWAB CHARLES CORP
SOLEShares63.56K
TypeSH
Market value$6.35M
2.94%
Sole
0.00
Shared
0.00
None
63.56K
ASML HOLDING N V
SOLEShares5.74K
TypeSH
Market value$6.14M
2.84%
Sole
0.00
Shared
0.00
None
5.74K
PALO ALTO NETWORKS INC
SOLEShares30.79K
TypeSH
Market value$5.67M
2.63%
Sole
0.00
Shared
0.00
None
30.79K
FISERV INC
SOLEShares76.08K
TypeSH
Market value$5.11M
2.37%
Sole
0.00
Shared
0.00
None
76.08K
VANGUARD INDEX FDS
SOLEShares14.70K
TypeSH
Market value$4.93M
2.28%
Sole
0.00
Shared
0.00
None
14.70K
THERMO FISHER SCIENTIFIC INC
SOLEShares8.26K
TypeSH
Market value$4.79M
2.22%
Sole
0.00
Shared
0.00
None
8.26K
RTX CORPORATION
SOLEShares24.92K
TypeSH
Market value$4.57M
2.12%
Sole
0.00
Shared
0.00
None
24.92K
APPLE INC
SOLEShares16.60K
TypeSH
Market value$4.51M
2.09%
Sole
0.00
Shared
0.00
None
16.60K
NVIDIA CORPORATION
SOLEShares23.96K
TypeSH
Market value$4.47M
2.07%
Sole
0.00
Shared
0.00
None
23.96K
VEEVA SYS INC
SOLEShares19.99K
TypeSH
Market value$4.46M
2.07%
Sole
0.00
Shared
0.00
None
19.99K
BOEING CO
SOLEShares19.97K
TypeSH
Market value$4.34M
2.01%
Sole
0.00
Shared
0.00
None
19.97K
IDEXX LABS INC
SOLEShares6.36K
TypeSH
Market value$4.30M
1.99%
Sole
0.00
Shared
0.00
None
6.36K
SHOPIFY INC
SOLEShares26.29K
TypeSH
Market value$4.23M
1.96%
Sole
0.00
Shared
0.00
None
26.29K
MERCADOLIBRE INC
SOLEShares2.02K
TypeSH
Market value$4.07M
1.88%
Sole
0.00
Shared
0.00
None
2.02K
TYLER TECHNOLOGIES INC
SOLEShares8.68K
TypeSH
Market value$3.94M
1.82%
Sole
0.00
Shared
0.00
None
8.68K
META PLATFORMS INC
SOLEShares5.78K
TypeSH
Market value$3.81M
1.76%
Sole
0.00
Shared
0.00
None
5.78K
APPLOVIN CORP
SOLEShares5.38K
TypeSH
Market value$3.62M
1.68%
Sole
0.00
Shared
0.00
None
5.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRANSDIGM GROUP INCSOLE | COM | 7.30K | SH | $9.71M 4.50% | 0.00 | 0.00 | 7.30K |
VSE CORPSOLE | COM | 54.89K | SH | $9.48M 4.39% | 0.00 | 0.00 | 54.89K |
ELBIT SYS LTDSOLE | ORD | 14.73K | SH | $8.51M 3.94% | 0.00 | 0.00 | 14.73K |
AMAZON COM INCSOLE | COM | 35.65K | SH | $8.23M 3.81% | 0.00 | 0.00 | 35.65K |
GENEDX HOLDINGS CORPSOLE | COM CL A | 59.65K | SH | $7.76M 3.59% | 0.00 | 0.00 | 59.65K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 42.16K | SH | $7.49M 3.47% | 0.00 | 0.00 | 42.16K |
MICROSOFT CORPSOLE | COM | 15.09K | SH | $7.30M 3.38% | 0.00 | 0.00 | 15.09K |
DISNEY WALT COSOLE | COM | 60.55K | SH | $6.89M 3.19% | 0.00 | 0.00 | 60.55K |
SCHWAB CHARLES CORPSOLE | COM | 63.56K | SH | $6.35M 2.94% | 0.00 | 0.00 | 63.56K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 5.74K | SH | $6.14M 2.84% | 0.00 | 0.00 | 5.74K |
PALO ALTO NETWORKS INCSOLE | COM | 30.79K | SH | $5.67M 2.63% | 0.00 | 0.00 | 30.79K |
FISERV INCSOLE | COM | 76.08K | SH | $5.11M 2.37% | 0.00 | 0.00 | 76.08K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.70K | SH | $4.93M 2.28% | 0.00 | 0.00 | 14.70K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 8.26K | SH | $4.79M 2.22% | 0.00 | 0.00 | 8.26K |
RTX CORPORATIONSOLE | COM | 24.92K | SH | $4.57M 2.12% | 0.00 | 0.00 | 24.92K |
APPLE INCSOLE | COM | 16.60K | SH | $4.51M 2.09% | 0.00 | 0.00 | 16.60K |
NVIDIA CORPORATIONSOLE | COM | 23.96K | SH | $4.47M 2.07% | 0.00 | 0.00 | 23.96K |
VEEVA SYS INCSOLE | CL A COM | 19.99K | SH | $4.46M 2.07% | 0.00 | 0.00 | 19.99K |
BOEING COSOLE | COM | 19.97K | SH | $4.34M 2.01% | 0.00 | 0.00 | 19.97K |
IDEXX LABS INCSOLE | COM | 6.36K | SH | $4.30M 1.99% | 0.00 | 0.00 | 6.36K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 26.29K | SH | $4.23M 1.96% | 0.00 | 0.00 | 26.29K |
MERCADOLIBRE INCSOLE | COM | 2.02K | SH | $4.07M 1.88% | 0.00 | 0.00 | 2.02K |
TYLER TECHNOLOGIES INCSOLE | COM | 8.68K | SH | $3.94M 1.82% | 0.00 | 0.00 | 8.68K |
META PLATFORMS INCSOLE | CL A | 5.78K | SH | $3.81M 1.76% | 0.00 | 0.00 | 5.78K |
APPLOVIN CORPSOLE | COM CL A | 5.38K | SH | $3.62M 1.68% | 0.00 | 0.00 | 5.38K |
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