Q3 2026 13F · SEC CIK 1841769

Legal Advantage Investments, Inc.

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $468.2M
Reported positions: 83
Top holdings a year, 3 yrs: +17.6%
Assets under management: $275.3M

Legal Advantage Investments, Inc. is a wealth manager that reported 83 positions worth $468.2M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Cerebras Systems Inc (CBRS, 43.6%), Asml Hldg NV (ASML, 3.5%), Moderna Inc (MRNA, 2.7%). A portfolio copying its top holdings returned 17.6% a year over the last 3 years, against 20.4% for the S&P 500.

Legal Advantage Investments, Inc. holdings largest 50 of 83 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legal Advantage Investments, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
CBRSCerebras Systems Inc	43.6%	24.4%	1,149,682	+265.1%	$204.2M
ASMLAsml Hldg NV	3.5%	4.3%	9,030	+46.4%	$16.4M
MRNAModerna Inc	2.7%	1.2%	65,175	+36.7%	$12.6M
TDGTransdigm Group Inc	2.7%	3.7%	11,522	+45.1%	$12.5M
PANWPalo Alto Networks Inc	2.6%	3.7%	30,684	+0.0%	$12.2M
ESLTElbit Sys Ltd	2.5%	3.9%	17,140	+16.7%	$11.7M
AMZNAmazon Com Inc	2.3%	3.1%	43,375	+16.1%	$10.8M
MSFTMicrosoft Corp	1.7%	2.3%	15,807	-8.1%	$8.1M
PLTRPalantir Technologies Inc	1.7%	1.7%	41,980	+0.0%	$7.9M
VSECVse Corp	1.6%	3.7%	45,757	-0.2%	$7.5M
DISDisney Walt Co	1.5%	2.0%	68,825	+14.3%	$7.2M
WGSGenedx Holdings Corp	1.5%	1.6%	98,845	+47.4%	$7.1M
TMOThermo Fisher Scientific Inc	1.5%	1.7%	10,321	+5.6%	$7.0M
GRALGRAIL, Inc.	1.5%	1.1%	48,625	+9.0%	$6.8M
SCHWCharles Schwab Corp (the)	1.4%	2.1%	65,960	+0.0%	$6.4M
VTIVanguard Index Fds	1.3%	1.8%	16,703	+18.9%	$6.3M
AMATApplied Matls Inc	1.3%	3.1%	12,081	+0.0%	$6.2M
NVDANvidia Corporation	1.2%	1.7%	24,856	+0.0%	$5.7M
VEEVVeeva Sys Inc	1.2%	1.2%	19,340	-1.3%	$5.5M
TSMTaiwan Semiconductor Manufac	1.1%	1.4%	11,630	+34.8%	$5.3M
AAPLApple Inc	1.0%	1.5%	14,664	+0.0%	$4.9M
MELIMercadolibre Inc	1.0%	1.4%	2,800	+23.2%	$4.8M
RTXRtx Corporation	1.0%	1.6%	24,516	+0.0%	$4.6M
FISVFiserv Inc	1.0%	1.4%	100,455	+20.4%	$4.5M
APPApplovin Corp	0.9%	1.4%	14,965	+90.3%	$4.3M
IDXXIdexx Labs Inc	0.9%	1.2%	7,910	+24.4%	$4.1M
METAMeta Platforms Inc	0.9%	1.1%	5,675	+0.0%	$4.1M
SHOPShopify Inc	0.9%	1.1%	27,360	+3.8%	$4.1M
GOOGAlphabet Inc	0.8%	1.1%	11,200	+21.7%	$3.8M
BABoeing Co	0.8%	1.5%	19,880	+0.0%	$3.7M
VVisa Inc	0.8%	0.8%	9,800	+44.1%	$3.5M
IBMInternational Business Machs	0.7%	0.6%	14,750	+150.7%	$3.2M
OUSTOuster Inc	0.7%	—	77,600	—	$3.1M
NOCNorthrop Grumman Corp	0.6%	1.1%	6,051	+0.0%	$2.9M
ADIAnalog Devices Inc	0.6%	1.0%	7,228	+0.0%	$2.9M
ZTSZoetis Inc	0.6%	0.5%	41,025	+94.0%	$2.9M
NFLXNetflix Inc.	0.5%	0.9%	34,316	+0.0%	$2.4M
ORCLOracle Corp	0.4%	0.8%	14,961	+0.0%	$2.1M
AMGNAmgen Inc	0.4%	0.4%	4,823	+73.3%	$2.0M
JPMJpmorgan Chase & Co	0.4%	0.6%	5,212	+0.0%	$1.7M
LRCXLam Research Corp	0.3%	0.9%	4,648	-17.7%	$1.5M
MRKMerck & Co Inc	0.3%	0.4%	10,140	+10.9%	$1.5M
VTECVanguard Calif Tax Free Fds	0.3%	—	15,000	—	$1.4M
GOOGLAlphabet Inc	0.3%	0.5%	4,100	+0.0%	$1.4M
TTTrane Technologies PLC	0.3%	0.5%	2,932	+0.0%	$1.3M
LMTLockheed Martin Corp	0.3%	0.4%	2,450	+0.0%	$1.2M
FNFFidelity Natl Finl Inc Com Shs	0.3%	0.5%	31,090	+0.0%	$1.2M
LHXL3harris Technologies Inc	0.3%	—	5,000	—	$1.2M
CSCOCisco Sys Inc	0.2%	0.4%	10,622	+0.0%	$1.1M
CACICaci Intl Inc	0.2%	—	1,700	—	$1.0M

What Legal Advantage Investments, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CBRS Cerebras Systems Inc+265.1% shares
IBM International Business Machs+150.7% shares
ZTS Zoetis Inc+94.0% shares
APP Applovin Corp+90.3% shares
AMGN Amgen Inc+73.3% shares
WGS Genedx Holdings Corp+47.4% shares
ASML Asml Hldg NV+46.4% shares
TDG Transdigm Group Inc+45.1% shares

Reduced

LRCX Lam Research Corp-17.7% shares
MSFT Microsoft Corp-8.1% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +5.1% /yr; S&P 500 +20.1%
3 years: +17.6% /yr; S&P 500 +20.4%
5 years: +6.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$468.2M	83
Q2 2026	$285.1M	77
Q1 2026	$193.5M	79
Q4 2025	$216.0M	83
Q3 2025	$222.1M	89
Q2 2025	$213.8M	94
Q1 2025	$185.2M	96
Q4 2024	$189.2M	103
Q3 2024	$181.9M	99
Q2 2024	$173.6M	94
Q1 2024	$178.8M	104
Q4 2023	$166.4M	99

Questions about Legal Advantage Investments, Inc.'s portfolio

What stocks does Legal Advantage Investments, Inc. own?

Legal Advantage Investments, Inc.'s latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 83 positions worth $468.2M. The largest are Cerebras Systems Inc (CBRS) at 43.6%, Asml Hldg NV (ASML) at 3.5%, Moderna Inc (MRNA) at 2.7%, Transdigm Group Inc (TDG) at 2.7% and Palo Alto Networks Inc (PANW) at 2.6%.

What did Legal Advantage Investments, Inc. buy last quarter?

In Q3 2026, Legal Advantage Investments, Inc. added Cerebras Systems Inc (CBRS) (+265.1% shares), International Business Machs (IBM) (+150.7% shares) and Zoetis Inc (ZTS) (+94.0% shares), compared with its Q2 2026 filing.

What did Legal Advantage Investments, Inc. sell last quarter?

In Q3 2026, Legal Advantage Investments, Inc. cut from its top 50 Mastercard Incorporated (MA), cut from its top 50 Bio-Techne Corp (TECH), cut from its top 50 Teradyne Inc (TER), cut from its top 50 D R Horton Inc (DHI), Lam Research Corp (LRCX) (-17.7% shares) and Microsoft Corp (MSFT) (-8.1% shares), compared with its Q2 2026 filing.

How has Legal Advantage Investments, Inc.'s portfolio performed?

A portfolio copying Legal Advantage Investments, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +5.1% against +20.1%. Over 5 years: +6.1% a year against +11.6%.

When is Legal Advantage Investments, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Legal Advantage Investments, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Legal Advantage Investments, Inc. manage?

Legal Advantage Investments, Inc. reported $275.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $468.2M.