Legal Advantage Investments, Inc.
CIK
1841769
Location
Los Altos Hills, CA
Portfolio Value
Micro
$57,922,040
Diversification
Diversified
Filing Date
Global Rank
#4,365
/ 8,588
▼ 106
Top Industry
Aerospace & Defense
26.6%
3Y Alpha vs SPY
-4.5%
Period ended 3 months ago
Filed Apr 20, 2026 · 58d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+58.0%
SPY
+76.8%
Annualised alpha
-4.5%
Max drawdown
−16.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
76 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.7%
+2.0 pts
Top 5
23.9%
+2.7 pts
Top 10
39.6%
+1.8 pts
HHI
261
Diversified+20
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.1% | $57,922,040 |
| Industrials | 27.0% | $50,321,217 |
| Healthcare | 13.7% | $25,552,200 |
| Communication Services | 8.9% | $16,545,327 |
| Financial Services | 8.1% | $15,134,030 |
| Consumer Cyclical | 6.9% | $12,923,584 |
| Unclassified | 2.5% | $4,691,664 |
| Utilities | 0.7% | $1,247,739 |
| Basic Materials | 0.6% | $1,070,701 |
| Consumer Defensive | 0.4% | $683,540 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GRAL | GRAIL, Inc. | +11,000 | 44,500 | $2,299,760 | |
| AMTM | Amentum Holdings, Inc. | +10,000 | 28,900 | $753,712 | |
| FISV | Fiserv Inc | +8,000 | 84,080 | $4,691,664 | |
| SCHW | Schwab Charles Corp | +3,100 | 66,660 | $6,264,706 | |
| FNF | Fidelity National Financial, Inc. | +2,800 | 32,730 | $1,518,017 | |
| APP | AppLovin Corp | +2,510 | 7,885 | $3,138,230 | |
| WGS | GeneDx Holdings Corp. | +2,025 | 61,675 | $3,960,768 | |
| V | Visa Inc. | +2,000 | 6,800 | $2,055,232 | |
| MSFT | Microsoft Corp | +1,200 | 16,290 | $6,030,069 | |
| ORCL | Oracle Corp | +1,025 | 17,161 | $2,524,554 | |
| NVDA | Nvidia Corp | +900 | 24,856 | $4,334,886 | |
| AXP | American Express Co | +500 | 3,050 | $922,564 | |
| IBM | International Business Machines Corp | +425 | 3,809 | $923,263 | |
| MELI | Mercadolibre Inc | +255 | 2,274 | $3,931,791 | |
| TDG | TransDigm Group INC | +100 | 7,402 | $8,578,621 | |
| ZTS | Zoetis Inc. | +75 | 6,200 | $732,902 | |
| AMZN | Amazon Com Inc | +60 | 35,705 | $7,436,280 | |
| SHOP | Shopify Inc. | +25 | 26,310 | $3,120,892 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VSEC | Vse Corp | −9,029 | 45,857 | $8,456,030 | |
| AAPL | Apple Inc. | −3,525 | 13,073 | $3,317,796 | |
| INTU | Intuit Inc. | −2,265 | 2,500 | $1,080,950 | |
| WMT | Walmart Inc. | −2,000 | 5,500 | $683,540 | |
| AMAT | Applied Materials Inc /De | −1,000 | 12,081 | $4,129,164 | |
| VEEV | Veeva Systems Inc | −400 | 19,590 | $3,441,179 | |
| RIO | Rio Tinto PLC | −300 | 5,000 | $466,450 | |
| CSCO | Cisco Systems, Inc. | −226 | 8,452 | $655,790 | |
| SSNC | SS&C Technologies Holdings Inc | −200 | 31,700 | $2,141,969 | |
| BA | Boeing Co | −140 | 19,830 | $3,946,764 | |
| TRV | Travelers Companies, Inc. | −126 | 1,252 | $365,183 | |
| ZS | Zscaler, Inc. | −125 | 3,875 | $543,623 | |
| LRCX | Lam Research Corp | −108 | 5,864 | $1,252,902 | |
| TT | Trane Technologies plc | −100 | 3,098 | $1,291,060 | |
| AMGN | Amgen Inc | −100 | 2,783 | $979,198 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −100 | 8,630 | $2,916,508 | |
| ESLT | Elbit Systems Ltd | −60 | 14,670 | $12,456,150 | |
| PANW | Palo Alto Networks Inc | −40 | 30,750 | $4,929,840 | |
| BRK-B | Berkshire Hathaway Inc | −33 | 566 | $271,227 | |
| ASML | Asml Holding NV | −30 | 5,705 | $7,535,335 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LMT | Lockheed Martin Corp | 2,400 | $1,450,536 | |
| CACI | Caci International Inc /De/ | 2,000 | $1,087,740 | |
| TER | Teradyne, Inc | 2,000 | $592,920 | |
| ALAB | Astera Labs, Inc. | 4,500 | $493,200 | |
| AZN | Astrazeneca PLC | 1,737 | $342,571 | |
| IOT | Samsara Inc. | 10,000 | $316,900 | |
| NOW | ServiceNow, Inc. | 2,800 | $292,740 | |
| NVMI | Nova Ltd. | 500 | $217,140 | |
| HOV | Hovnanian Enterprises Inc | 1,950 | $216,274 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TYL | Tyler Technologies Inc | 8,678 | $3,939,378 | |
| KLAC | Kla Corp | 1,000 | $1,215,080 | |
| OKTA | Okta, Inc. | 13,540 | $1,170,803 | |
| TWLO | Twilio Inc | 8,000 | $1,137,920 | |
| CRDO | Credo Technology Group Holding Ltd | 7,100 | $1,021,619 | |
| PYPL | PayPal Holdings, Inc. | 13,150 | $767,697 | |
| WTW | Willis Towers Watson PLC | 2,015 | $662,129 | |
| TATT | Tat Technologies Ltd | 12,000 | $535,920 | |
| FBIN | Fortune Brands Innovations, Inc. | 10,600 | $530,212 | |
| EBAY | Ebay Inc | 5,363 | $467,117 | |
| NTRA | Natera, Inc. | 2,000 | $458,180 | |
| No positions match the current search. | ||||
24 positions ·
$57,922,040 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ASML |
Asml Holding NV
Technology
|
Reduced | 5,705 | $7,535,335 | 13.01% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 42,155 | $6,166,433 | 10.65% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 16,290 | $6,030,069 | 10.41% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 30,750 | $4,929,840 | 8.51% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 24,856 | $4,334,886 | 7.48% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 12,081 | $4,129,164 | 7.13% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 13,073 | $3,317,796 | 5.73% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 26,310 | $3,120,892 | 5.39% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 8,630 | $2,916,508 | 5.04% | |
| ORCL |
Oracle Corp
Technology
|
Added | 17,161 | $2,524,554 | 4.36% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 7,228 | $2,299,515 | 3.97% | |
| SSNC |
SS&C Technologies Holdings Inc
Technology
|
Reduced | 31,700 | $2,141,969 | 3.70% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 5,864 | $1,252,902 | 2.16% | |
| CACI |
Caci International Inc /De/
Technology
|
NEW | 2,000 | $1,087,740 | 1.88% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 2,500 | $1,080,950 | 1.87% | |
| CRM |
Salesforce, Inc.
Technology
|
Held | 5,453 | $1,017,911 | 1.76% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 3,809 | $923,263 | 1.59% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 8,452 | $655,790 | 1.13% | |
| TER |
Teradyne, Inc
Technology
|
NEW | 2,000 | $592,920 | 1.02% | |
| ZS |
Zscaler, Inc.
Technology
|
Reduced | 3,875 | $543,623 | 0.94% | |
| ALAB |
Astera Labs, Inc.
Technology
|
NEW | 4,500 | $493,200 | 0.85% | |
| IOT |
Samsara Inc.
Technology
|
NEW | 10,000 | $316,900 | 0.55% | |
| NOW |
ServiceNow, Inc.
Technology
|
NEW | 2,800 | $292,740 | 0.51% | |
| NVMI |
Nova Ltd.
Technology
|
NEW | 500 | $217,140 | 0.37% |