Legal Advantage Investments, Inc.
Legal Advantage Investments, Inc. reported 83 US-listed holdings worth $468.2 million in its 13F for the quarter ended 30 September 2026, filed 13 October 2026. Its largest: Cerebras Systems Inc. Com Class A (43.6%), ASML Holding N.V. (3.5%) and Moderna, Inc. (2.7%). Against the quarter before, it opened 10 positions, added to 29, trimmed 7 and sold out of 4.
The 14 largest of its 83 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +26.6% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 10
- Vanguard California Tax-Exempt Bond ETF VTEC$1.4 million
- L3Harris Technologies, Inc. LHX$1.2 million
- Glaukos Corp. GKOS$985,140
- Kratos Defense & Security Solutions, Inc. KTOS$772,689
- Vanguard S&P 500 VOO$377,063
- Autoliv Inc. ALV$296,508
- Marvell Technology, Inc. MRVL$264,210
- Marsh & McLennan Companies, Inc. MRSH$241,412
and 2 more in the table below
Added to 29
- Cerebras Systems Inc. Com Class A CBRS+834,793 shares · +265%
- ASML Holding N.V. ASML+2,860 shares · +46%
- TransDigm Group Inc. TDG+3,580 shares · +45%
- Moderna, Inc. MRNA+17,500 shares · +37%
- Ouster Inc. OUST+66,600 shares · +605%
- Genedx Holdings Corp. WGS+31,800 shares · +47%
- AppLovin Corp. APP+7,100 shares · +90%
- International Business Machines Corp. IBM+8,866 shares · +151%
and 21 more in the table below
Trimmed 7
- Microsoft Corp. MSFT-1,400 shares · -8%
- Lam Research Corp. LRCX-1,000 shares · -18%
- Caci International Inc. CACI-300 shares · -15%
- Johnson & Johnson JNJ-382 shares · -17%
- Nova Ltd NVMI-200 shares · -13%
- Veeva Systems Inc. VEEV-250 shares · -1%
- VSE Corp. VSEC-100 shares · -0%
Sold out of 4
- Mastercard Inc. MA$1.3 million last quarter
- Bio-Techne Corp. TECH$1.2 million last quarter
- Texas Instruments Inc. TXN$298,070 last quarter
- Corning Inc. GLW$255,430 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Cerebras Systems Inc. Com Class A CBRS | 1.1M | $204.2 million | 43.62% | +834.8K |
| ASML Holding N.V. ASML | 9.0K | $16.4 million | 3.49% | +2.9K |
| Moderna, Inc. MRNA | 65.2K | $12.6 million | 2.68% | +17.5K |
| TransDigm Group Inc. TDG | 11.5K | $12.5 million | 2.66% | +3.6K |
| Palo Alto Networks Inc. PANW | 30.7K | $12.2 million | 2.60% | no change |
| Elbit Sys Ltd ESLT | 17.1K | $11.7 million | 2.50% | +2.5K |
| Amazon.com Inc. AMZN | 43.4K | $10.8 million | 2.31% | +6.0K |
| Microsoft Corp. MSFT | 15.8K | $8.1 million | 1.73% | -1.4K |
| Palantir Technologies Inc. PLTR | 42.0K | $7.9 million | 1.68% | no change |
| VSE Corp. VSEC | 45.8K | $7.5 million | 1.61% | -100 |
| Walt Disney Co. DIS | 68.8K | $7.2 million | 1.54% | +8.6K |
| Genedx Holdings Corp. WGS | 98.8K | $7.1 million | 1.53% | +31.8K |
| Thermo Fisher Scientific Inc. TMO | 10.3K | $7.0 million | 1.49% | +550 |
| Grail, Inc. GRAL | 48.6K | $6.8 million | 1.46% | +4.0K |
| Charles Schwab Corp. SCHW | 66.0K | $6.4 million | 1.38% | no change |
| VG Totl STK Vprs VTI | 16.7K | $6.3 million | 1.33% | +2.7K |
| Applied Materials Inc. AMAT | 12.1K | $6.2 million | 1.32% | no change |
| NVIDIA Corp. NVDA | 24.9K | $5.7 million | 1.21% | no change |
| Veeva Systems Inc. VEEV | 19.3K | $5.5 million | 1.18% | -250 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 11.6K | $5.3 million | 1.13% | +3.0K |
| Apple Inc. AAPL | 14.7K | $4.9 million | 1.04% | no change |
| MercadoLibre, Inc. MELI | 2.8K | $4.8 million | 1.03% | +527 |
| RTX Corp. RTX | 24.5K | $4.6 million | 0.97% | no change |
| Fiserv Inc. FISV | 100.5K | $4.5 million | 0.97% | +17.0K |
| AppLovin Corp. APP | 15.0K | $4.3 million | 0.93% | +7.1K |
| IDEXX Laboratories Inc. IDXX | 7.9K | $4.1 million | 0.88% | +1.6K |
| Meta Platforms, Inc. META | 5.7K | $4.1 million | 0.88% | no change |
| Shopify Inc. SHOP | 27.4K | $4.1 million | 0.87% | +1.0K |
| Alphabet Inc. GOOG | 11.2K | $3.8 million | 0.82% | +2.0K |
| Boeing Co. BA | 19.9K | $3.7 million | 0.79% | no change |
| Visa Inc. V | 9.8K | $3.5 million | 0.75% | +3.0K |
| International Business Machines Corp. IBM | 14.8K | $3.2 million | 0.69% | +8.9K |
| Ouster Inc. OUST | 77.6K | $3.1 million | 0.67% | +66.6K |
| Northrop Grumman Corp. NOC | 6.1K | $2.9 million | 0.62% | no change |
| Analog Devices Inc. ADI | 7.2K | $2.9 million | 0.61% | no change |
| Zoetis Inc. ZTS | 41.0K | $2.9 million | 0.61% | +19.9K |
| Netflix Inc. NFLX | 34.3K | $2.4 million | 0.51% | no change |
| Oracle Corp. ORCL | 15.0K | $2.1 million | 0.44% | no change |
| Amgen Inc. AMGN | 4.8K | $2.0 million | 0.43% | +2.0K |
| JPMorgan Chase & Co. JPM | 5.2K | $1.7 million | 0.37% | no change |
| Lam Research Corp. LRCX | 4.6K | $1.5 million | 0.33% | -1.0K |
| Merck & Co., Inc. MRK | 10.1K | $1.5 million | 0.31% | +1.0K |
| Vanguard California Tax-Exempt Bond ETF VTEC | 15.0K | $1.4 million | 0.30% | new |
| Alphabet Inc. GOOGL | 4.1K | $1.4 million | 0.30% | no change |
| Trane Technologies plc TT | 2.9K | $1.3 million | 0.28% | no change |
| Lockheed Martin Corp. LMT | 2.5K | $1.2 million | 0.27% | no change |
| Fidelity National Financial, Inc. FNF | 31.1K | $1.2 million | 0.26% | no change |
| L3Harris Technologies, Inc. LHX | 5.0K | $1.2 million | 0.25% | new |
| Cisco Systems, Inc. CSCO | 10.6K | $1.1 million | 0.24% | no change |
| Caci International Inc. CACI | 1.7K | $1.0 million | 0.22% | -300 |
| Teradyne, Inc. TER | 2.5K | $1.0 million | 0.22% | no change |
| Accenture plc ACN | 5.5K | $1.0 million | 0.22% | +500 |
| Glaukos Corp. GKOS | 6.0K | $985,140 | 0.21% | new |
| Lumentum Holdings Inc. LITE | 1.0K | $971,260 | 0.21% | +600 |
| Brookfield Corporation BN | 25.0K | $911,500 | 0.19% | +15.0K |
| American Express Co. AXP | 3.0K | $897,095 | 0.19% | no change |
| D.R. Horton, Inc. DHI | 6.4K | $874,560 | 0.19% | no change |
| General Dynamics Corp. GD | 2.4K | $796,392 | 0.17% | no change |
| Kratos Defense & Security Solutions, Inc. KTOS | 18.1K | $772,689 | 0.17% | new |
| Berkshire Hathaway Inc. Del | 1 | $747,005 | 0.16% | no change |
| BHP Group Limited BHP | 8.3K | $704,769 | 0.15% | no change |
| Amentum Holdings, Inc. AMTM | 35.4K | $640,542 | 0.14% | +6.5K |
| Chubb Ltd. CB | 1.7K | $552,925 | 0.12% | no change |
| Cognex Corp. CGNX | 9.0K | $545,850 | 0.12% | +5.0K |
| Rockwell Automation, Inc. ROK | 1.2K | $533,279 | 0.11% | no change |
| Johnson & Johnson JNJ | 1.9K | $503,006 | 0.11% | -382 |
| Nova Ltd NVMI | 1.3K | $500,760 | 0.11% | -200 |
| Rio Tinto plc RIO | 5.1K | $477,442 | 0.10% | no change |
| Samsara Inc. IOT | 12.0K | $457,560 | 0.10% | no change |
| PulteGroup Inc. PHM | 3.9K | $454,955 | 0.10% | no change |
| Pfizer Inc. PFE | 14.9K | $424,948 | 0.09% | no change |
| Revolution Medicines, Inc. RVMD | 2.0K | $410,520 | 0.09% | no change |
| Vanguard S&P 500 VOO | 538 | $377,063 | 0.08% | new |
| Aflac Inc. AFL | 3.3K | $368,874 | 0.08% | no change |
| Autoliv Inc. ALV | 2.6K | $296,508 | 0.06% | new |
| GSK plc GSK | 6.2K | $296,246 | 0.06% | no change |
| Berkshire Hathaway Inc. Class B BRKB | 566 | $281,840 | 0.06% | no change |
| AstraZeneca PLC AZN | 1.7K | $280,473 | 0.06% | no change |
| Marvell Technology, Inc. MRVL | 1.0K | $264,210 | 0.06% | new |
| Marsh & McLennan Companies, Inc. MRSH | 1.4K | $241,412 | 0.05% | new |
| Hovnanian Enterprises Inc. HOV | 1.9K | $216,782 | 0.05% | no change |
| Bristol-Myers Squibb Co. BMY | 3.2K | $201,240 | 0.04% | new |
| Medtronic plc MDT | 2.3K | $200,969 | 0.04% | new |