Legal Advantage Investments
Los Altos Hills, CAfiles as Legal Advantage Investments, Inc.
$285m in 77 US stocks at the end of 30 June 2026. The top 10 are 54.2% of the money. It changed about 29.1% of the portfolio this quarter.
Value
$285m
Stocks
77
Top 10 share
54.2%
Turnover
29.1%
What changed this quarter
New
Bought for the first time this quarter.
- Cerebras SystemsCBRS24.4% of the fund
- OusterOUST0.2% of the fund
- AccentureACN0.2% of the fund
- Rockwell AutomationROK0.2% of the fund
- BrookfieldBN0.1% of the fund
- Revolution MedicinesRVMD0.1% of the fund
- Lumentum HoldingsLITE0.1% of the fund
- Texas InstrumentsTXN0.1% of the fund
- CognexCGNX0.1% of the fund
- CorningGLW<0.1% of the fund
Added
Bought more of a stock they already held.
- ASML Holding NVASML4.3% of the fund+8%
- TransDigm GroupTDG3.7% of the fund+7%
- Amazon.comAMZN3.1% of the fund+5%
- MicrosoftMSFT2.3% of the fund+6%
- Thermo Fisher ScientificTMO1.7% of the fund+18%
- GeneDx HoldingsWGS1.6% of the fund+9%
- AppleAAPL1.5% of the fund+12%
- AlphabetGOOG1.1% of the fund+19%
- NetflixNFLX0.9% of the fund+7%
- International Business MachinesIBM0.6% of the fund+54%
- ZoetisZTS0.5% of the fund+241%
- Lockheed MartinLMT0.4% of the fund+2%
- Cisco SystemsCSCO0.4% of the fund+26%
- TeradyneTER0.4% of the fund+26%
- NovaNVMI0.3% of the fund+200%
- SamsaraIOT0.1% of the fund+20%
- AflacAFL0.1% of the fund+3%
- PfizerPFE0.1% of the fund+3%
Cut
Sold some of their stake.
- Lam ResearchLRCX0.9% of the fund-4%
- OracleORCL0.8% of the fund-13%
- JPMorgan ChaseJPM0.6% of the fund-3%
- Fidelity National FinancialFNF0.5% of the fund-5%
- Trane TechnologiesTT0.5% of the fund-5%
- American ExpressAXP0.3% of the fund-3%
- ChubbCB0.2% of the fund-3%
Sold out
Sold their entire stake.
- MoogMOG-A-100%
- SS&C Technologies HoldingsSSNC-100%
- VistraVST-100%
- IntuitINTU-100%
- SalesforceCRM-100%
- WalmartWMT-100%
- ZscalerZS-100%
- Astera LabsALAB-100%
- Travelers CompaniesTRV-100%
- ServiceNowNOW-100%
- MedtronicMDT-100%
- GE HealthCare TechnologiesGEHC-100%
Holdings
- Cerebras SystemsCBRS
- Share
- 24.4%
- Value
- $70m
- Shares
- 314,889
New
- Vanguard Index FDSVTI
- Share
- 1.8%
- Value
- $5m
- Shares
- 14,049
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.3%
- Value
- $748,850
- Shares
- 1
Held
- BHP Billiton LimitedBHP
- Share
- 0.2%
- Value
- $692,060
- Shares
- 8,307
Held
- BrookfieldBN
- Share
- 0.1%
- Value
- $425,900
- Shares
- 10,000
New
- GSKGSK
- Share
- 0.1%
- Value
- $322,383
- Shares
- 6,150
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Cerebras SystemsCBRS | 24.4% | $70m | 314,889 | New |
| ASML Holding NVASML | 4.3% | $12m | 6,170 | +8% |
| Elbit SystemsESLT | 3.9% | $11m | 14,690 | Held |
| TransDigm GroupTDG | 3.7% | $11m | 7,942 | +7% |
| VSEVSEC | 3.7% | $10m | 45,857 | Held |
| Palo Alto NetworksPANW | 3.7% | $10m | 30,684 | Held |
| Amazon.comAMZN | 3.1% | $9m | 37,375 | +5% |
| Applied MaterialsAMAT | 3.1% | $9m | 12,081 | Held |
| MicrosoftMSFT | 2.3% | $6m | 17,207 | +6% |
| Charles SchwabSCHW | 2.1% | $6m | 65,960 | Held |
| Walt DisneyDIS | 2.0% | $6m | 60,191 | Held |
| Vanguard Index FDSVTI | 1.8% | $5m | 14,049 | Held |
| NvidiaNVDA | 1.7% | $5m | 24,856 | Held |
| Thermo Fisher ScientificTMO | 1.7% | $5m | 9,771 | +18% |
| Palantir TechnologiesPLTR | 1.7% | $5m | 41,980 | Held |
| RTXRTX | 1.6% | $5m | 24,516 | Held |
| GeneDx HoldingsWGS | 1.6% | $5m | 67,045 | +9% |
| BoeingBA | 1.5% | $4m | 19,880 | Held |
| AppleAAPL | 1.5% | $4m | 14,664 | +12% |
| Taiwan Semiconductor ManufacturingTSM | 1.4% | $4m | 8,630 | Held |
| FiservFISV | 1.4% | $4m | 83,455 | Held |
| AppLovinAPP | 1.4% | $4m | 7,865 | Held |
| MercadoLibreMELI | 1.4% | $4m | 2,273 | Held |
| Veeva SystemsVEEV | 1.2% | $3m | 19,590 | Held |
| Idexx LaboratoriesIDXX | 1.2% | $3m | 6,360 | Held |
| ModernaMRNA | 1.2% | $3m | 47,675 | Held |
| AlphabetGOOG | 1.1% | $3m | 9,200 | +19% |
| Meta PlatformsMETA | 1.1% | $3m | 5,675 | Held |
| Northrop GrummanNOC | 1.1% | $3m | 6,051 | Held |
| GrailGRAL | 1.1% | $3m | 44,625 | Held |
| ShopifySHOP | 1.1% | $3m | 26,360 | Held |
| Analog DevicesADI | 1.0% | $3m | 7,228 | Held |
| NetflixNFLX | 0.9% | $2m | 34,316 | +7% |
| Lam ResearchLRCX | 0.9% | $2m | 5,648 | -4% |
| VisaV | 0.8% | $2m | 6,800 | Held |
| OracleORCL | 0.8% | $2m | 14,961 | -13% |
| JPMorgan ChaseJPM | 0.6% | $2m | 5,212 | -3% |
| International Business MachinesIBM | 0.6% | $2m | 5,884 | +54% |
| ZoetisZTS | 0.5% | $2m | 21,145 | +241% |
| Fidelity National FinancialFNF | 0.5% | $1m | 31,090 | -5% |
| AlphabetGOOGL | 0.5% | $1m | 4,100 | Held |
| Trane TechnologiesTT | 0.5% | $1m | 2,932 | -5% |
| MastercardMA | 0.4% | $1m | 2,446 | Held |
| Lockheed MartinLMT | 0.4% | $1m | 2,450 | +2% |
| Cisco SystemsCSCO | 0.4% | $1m | 10,622 | +26% |
| Bio-TechneTECH | 0.4% | $1m | 17,335 | Held |
| TeradyneTER | 0.4% | $1m | 2,525 | +26% |
| MerckMRK | 0.4% | $1m | 9,140 | Held |
| Horton D RDHI | 0.4% | $1m | 6,400 | Held |
| AmgenAMGN | 0.4% | $1m | 2,783 | Held |
| American ExpressAXP | 0.3% | $997,838 | 2,950 | -3% |
| Caci InternationalCACI | 0.3% | $926,520 | 2,000 | Held |
| General DynamicsGD | 0.3% | $850,176 | 2,400 | Held |
| NovaNVMI | 0.3% | $814,410 | 1,500 | +200% |
| Berkshire Hathaway INC DELBRK-A | 0.3% | $748,850 | 1 | Held |
| BHP Billiton LimitedBHP | 0.2% | $692,060 | 8,307 | Held |
| OusterOUST | 0.2% | $687,720 | 11,000 | New |
| AccentureACN | 0.2% | $622,200 | 5,000 | New |
| Rockwell AutomationROK | 0.2% | $606,473 | 1,225 | New |
| Amentum HoldingsAMTM | 0.2% | $597,363 | 28,900 | Held |
| Johnson & JohnsonJNJ | 0.2% | $579,560 | 2,282 | Held |
| ChubbCB | 0.2% | $579,258 | 1,700 | -3% |
| PultegroupPHM | 0.2% | $537,863 | 3,920 | Held |
| Rio TintoRIO | 0.2% | $481,295 | 5,070 | Held |
| BrookfieldBN | 0.1% | $425,900 | 10,000 | New |
| SamsaraIOT | 0.1% | $389,160 | 12,000 | +20% |
| AflacAFL | 0.1% | $386,925 | 3,300 | +3% |
| Revolution MedicinesRVMD | 0.1% | $374,560 | 2,000 | New |
| PfizerPFE | 0.1% | $358,792 | 14,900 | +3% |
| Lumentum HoldingsLITE | 0.1% | $343,224 | 400 | New |
| AstrazenecaAZN | 0.1% | $329,370 | 1,737 | Held |
| GSKGSK | 0.1% | $322,383 | 6,150 | Held |
| Texas InstrumentsTXN | 0.1% | $298,070 | 1,000 | New |
| CognexCGNX | 0.1% | $289,680 | 4,000 | New |
| Berkshire HathawayBRK-B | <0.1% | $283,221 | 566 | Held |
| Hovnanian EnterprisesHOV | <0.1% | $277,700 | 1,950 | Held |
| CorningGLW | <0.1% | $255,430 | 1,000 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 33.3% since 30 June 2025.
Where the money is
Technology47.3%
Industrials22.1%
Health care10.3%
Media & telecom7.1%
Financial services6.7%
Retail & consumer3.8%
Materials0.2%
Real estate0.1%
Other2.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.