Legal Advantage Investments, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 11, 2024), Legal Advantage Investments, Inc. reported 94 stock positions worth $173.6 million. Its top holding was Vse (VSEC) at 6.8% of the portfolio, followed by Fiserv (FISV, 4.8%) and Transdigm (TDG, 4.6%). Compared with Q1 2024, it opened 3 new positions, sold out of 13, added to 11 and reduced 21. The biggest buy was Nvidia (NVDA, shares +22%) and the biggest sale an exit from Shockwave Medical (SWAV).

Most Recent 13F
Q2 2026
Location
Los Altos Hills, CA
CIK
0001841769
Portfolio Value
$173.6M (Q2 2024)
SEC Filing
0001172661-24-002746 ↗ filed Jul 11, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $178.8M Q1 2024 Q2 2024: $173.6M $173.6M Q2 2024 Q3 2024: $181.9M Q3 2024 Q4 2024: $189.2M Q4 2024 Q1 2025: $185.2M Q1 2025 Q2 2025: $213.8M Q2 2025 Q3 2025: $222.1M Q3 2025 Q4 2025: $216.0M Q4 2025 Q1 2026: $193.5M Q1 2026 Q2 2026: $285.1M Q2 2026

Holdings 94 stocks · $173.6M
VSEC Vse Corp. 6.84% 134,538 $11.9M Reduce -17.9%
FISV Fiserv Inc. 4.83% 56,287 $8.4M Reduce -0.8%
TDG Transdigm Group Inc. 4.64% 6,301 $8.1M Reduce -2.7%
MSFT Microsoft Corp. 3.96% 15,366 $6.9M No change
ADBE Adobe Inc. 3.55% 11,078 $6.2M No change
AMZN Amazon.com Inc. 3.26% 29,275 $5.7M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.13% 54,803 $5.4M No change
TYL Tyler Technologies Inc. 2.95% 10,173 $5.1M No change
INTU Intuit Inc. 2.86% 7,553 $5.0M No change
SCHW Schwab (charles) Corp. 2.62% 61,800 $4.6M Reduce -4.3%
PANW Palo Alto Networks Inc. 2.62% 13,425 $4.6M Add +3.9%
TMO Thermo Fisher Scientific Inc. 2.61% 8,199 $4.5M No change
VTI VG Morningstar TS MKT ETF-US 2.21% 14,322 $3.8M No change
VEEV Veeva Systems Inc. Class A 2.20% 20,840 $3.8M No change
AMAT Applied Materials Inc. 2.01% 14,781 $3.5M No change
BA The Boeing Co. 1.95% 18,571 $3.4M Reduce -0.2%
NOC Northrop Grumman Corp. 1.67% 6,641 $2.9M Reduce -1.2%
ORCL Oracle Corp. 1.65% 20,262 $2.9M No change
NVDA Nvidia Corp. 1.64% 23,060 $2.8M Add +22.3%
META Meta Platforms Inc. Class A 1.63% 5,600 $2.8M Reduce -1.2%
ESLT Elbit Systems Ltd. 1.60% 15,722 $2.8M No change
HSIC Henry Schein Inc. 1.58% 42,840 $2.7M Reduce -2.1%
IDXX Idexx Laboratories Inc. 1.40% 4,990 $2.4M No change
AAPL Apple Inc. 1.40% 11,537 $2.4M No change
NFLX Netflix Inc. 1.33% 3,427 $2.3M No change
MELI MercadoLibre Inc. 1.30% 1,371 $2.3M Add +1.5%
ASML ASML Holding NV-NY Reg SHS 1.30% 2,202 $2.3M Add +20.5%
SSNC Ss&c Technologies Holdings 1.27% 35,312 $2.2M Reduce -0.7%
RTX RTX Corp. 1.24% 21,356 $2.1M Reduce -1.1%
MOG.A Moog Inc. Class A 1.20% 12,490 $2.1M Reduce -1.6%
XBI SS SPDR S&P Biotech ETF 1.13% 21,115 $2.0M Reduce -1.9%
ADI Analog Devices Inc. 0.96% 7,328 $1.7M No change
LMT Lockheed Martin Corp. 0.93% 3,470 $1.6M No change
SHOP Shopify Inc. Class A 0.93% 24,510 $1.6M No change
FNF Fidelity National Financial 0.89% 31,180 $1.5M Reduce -0.6%
ULTA Ulta Beauty Inc. 0.86% 3,855 $1.5M Reduce -3.3%
GOOG Alphabet Inc. Class C 0.85% 8,000 $1.5M No change
CRM Salesforce Inc. 0.82% 5,546 $1.4M Reduce -0.5%
XYZ Block Inc. 0.76% 20,560 $1.3M Reduce -0.2%
TSM Taiwan Semiconductor-SP ADR 0.76% 7,610 $1.3M No change
LHX L3HARRIS Technologies Inc. 0.71% 5,517 $1.2M No change
TT Trane Technologies PLC 0.68% 3,598 $1.2M Reduce -10.0%
ZTS Zoetis Inc. 0.68% 6,825 $1.2M No change
CMCSA Comcast Corp. Class A 0.67% 29,698 $1.2M Reduce -3.3%
JPM JPMorgan Chase & Co. 0.66% 5,703 $1.2M No change
MA Mastercard Inc. Class A 0.61% 2,400 $1.1M No change
ZBH Zimmer Biomet Holdings Inc. 0.61% 9,739 $1.1M No change
PLTR Palantir Technologies Inc. Class A 0.60% 41,000 $1.0M New
SPT Sprout Social Inc. Class A 0.60% 28,975 $1.0M Add +52.7%
TECH Bio-Techne Corp. 0.55% 13,235 $948K No change
VRTX Vertex Pharmaceuticals Inc. 0.49% 1,830 $858K No change
V Visa Inc. Class A 0.49% 3,250 $853K No change
KLAC KLA Corp. 0.47% 1,000 $825K No change
FBIN Fortune Brands Innovations I 0.45% 12,000 $779K New
GD General Dynamics Corp. 0.43% 2,600 $754K No change
GOOGL Alphabet Inc. Class A 0.43% 4,100 $747K No change
MCK McKesson Corp. 0.41% 1,231 $719K No change
ZS Zscaler Inc. 0.39% 3,500 $673K Add +75.0%
AXP American Express Co. 0.39% 2,900 $671K No change
AMGN Amgen Inc. 0.38% 2,130 $666K Add +0.2%
PTC PTC Inc. 0.37% 3,500 $636K No change
FIS Fidelity National Info Serv 0.36% 8,400 $633K No change
BRK.A Berkshire Hathaway Inc. Class A 0.35% 1 $612K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.35% 3,484 $603K Add +3.5%
WTW Willis Towers Watson PLC 0.33% 2,215 $581K No change
BHP BHP Group Ltd.-Spon ADR 0.33% 10,118 $578K No change
INMD Inmode Ltd. 0.32% 30,820 $562K Reduce -0.6%
CYBR Cyberark Software Ltd./Israel 0.32% 2,000 $547K No change
LRCX Lam Research Corp. 0.31% 500 $532K No change
WGS Genedx Holdings Corp. 0.30% 19,800 $518K New
WMT Walmart Inc. 0.29% 7,500 $508K No change
NICE Nice Ltd. - Spon ADR 0.29% 2,950 $507K Add +195.0%
MRK Merck & Co. Inc. 0.29% 4,000 $495K No change
ON On Semiconductor 0.26% 6,550 $449K Reduce -9.0%
CB Chubb Ltd. 0.26% 1,750 $446K No change
DHI D.R. Horton Inc. 0.25% 3,075 $433K No change
BABA Alibaba Group Holding-SP ADR 0.23% 5,450 $392K No change
RIO Rio Tinto PLC-Spon ADR 0.22% 5,700 $376K No change
EBAY eBay Inc. 0.21% 6,650 $357K No change
AFL Aflac Inc. 0.20% 3,800 $339K No change
AZN Astrazeneca PLC-Spons ADR 0.20% 4,350 $339K No change
PHM Pultegroup Inc. 0.19% 3,020 $333K No change
FVRR Fiverr International Ltd. 0.19% 14,000 $328K No change
SDGR Schrodinger Inc. 0.19% 16,955 $328K Reduce -0.9%
NSP Insperity Inc. 0.17% 3,250 $296K No change
FROG Jfrog Ltd. 0.16% 7,500 $282K Add +50.0%
SNOW Snowflake Inc. 0.16% 2,000 $270K Add +33.3%
JNJ Johnson & Johnson 0.14% 1,673 $245K No change
GEHC GE Healthcare Technology 0.14% 3,030 $236K No change
CCS Century Communities Inc. 0.12% 2,650 $216K No change
LEN.B Lennar Corp. Class B 0.12% 1,500 $209K No change
BRK.B Berkshire Hathaway Inc. Class B 0.12% 500 $203K No change
TRV The Travelers Cos Inc. 0.12% 1,000 $203K No change
MDT Medtronic PLC 0.12% 2,546 $200K No change

Portfolio Sells Q1 2024 → Q2 2024
SWAV Shockwave Medical Inc. Sold out 0.00% −0.91
VSEC Vse Corp. Reduce -17.9% 6.84% −0.48
FDX FedEx Corp. Sold out 0.00% −0.41
ABNB Airbnb Inc. Class A Sold out 0.00% −0.40
SMLR Semler Scientific Inc. Sold out 0.00% −0.36
ILMN Illumina Inc. Sold out 0.00% −0.33
CHGG Chegg Inc. Sold out 0.00% −0.31
ULTA Ulta Beauty Inc. Reduce -3.3% 0.86% −0.31
HSIC Henry Schein Inc. Reduce -2.1% 1.58% −0.27
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.26
FISV Fiserv Inc. Reduce -0.8% 4.83% −0.24
XYZ Block Inc. Reduce -0.2% 0.76% −0.21
DOCU Docusign Inc. Sold out 0.00% −0.17
MODN Model N Inc. Sold out 0.00% −0.16
MCD McDonald's Corp. Sold out 0.00% −0.14
NOC Northrop Grumman Corp. Reduce -1.2% 1.67% −0.13
LOW Lowe's Cos Inc. Sold out 0.00% −0.13
OKTA Okta Inc. Sold out 0.00% −0.12
CRM Salesforce Inc. Reduce -0.5% 0.82% −0.12
BIDU Baidu Inc. - Spon ADR Sold out 0.00% −0.11
CMCSA Comcast Corp. Class A Reduce -3.3% 0.67% −0.07
SDGR Schrodinger Inc. Reduce -0.9% 0.19% −0.07
BA The Boeing Co. Reduce -0.2% 1.95% −0.06
INMD Inmode Ltd. Reduce -0.6% 0.32% −0.05
FNF Fidelity National Financial Reduce -0.6% 0.89% −0.04
ON On Semiconductor Reduce -9.0% 0.26% −0.04
XBI SS SPDR S&P Biotech ETF Reduce -1.9% 1.13% −0.01
SSNC Ss&c Technologies Holdings Reduce -0.7% 1.27% −0.01
SCHW Schwab (charles) Corp. Reduce -4.3% 2.62% +0.01
TT Trane Technologies PLC Reduce -10.0% 0.68% +0.01
RTX RTX Corp. Reduce -1.1% 1.24% +0.06
MOG.A Moog Inc. Class A Reduce -1.6% 1.20% +0.07
META Meta Platforms Inc. Class A Reduce -1.2% 1.63% +0.09
TDG Transdigm Group Inc. Reduce -2.7% 4.64% +0.18

Portfolio Buys Q1 2024 → Q2 2024
NVDA Nvidia Corp. Add +22.3% 1.64% +0.69
PLTR Palantir Technologies Inc. Class A New 0.60% +0.60
PANW Palo Alto Networks Inc. Add +3.9% 2.62% +0.57
FBIN Fortune Brands Innovations I New 0.45% +0.45
ASML ASML Holding NV-NY Reg SHS Add +20.5% 1.30% +0.31
WGS Genedx Holdings Corp. New 0.30% +0.30
ZS Zscaler Inc. Add +75.0% 0.39% +0.17
MELI MercadoLibre Inc. Add +1.5% 1.30% +0.16
NICE Nice Ltd. - Spon ADR Add +195.0% 0.29% +0.15
AMGN Amgen Inc. Add +0.2% 0.38% +0.05
FROG Jfrog Ltd. Add +50.0% 0.16% +0.04
SNOW Snowflake Inc. Add +33.3% 0.16% +0.02
IBM Intl Business Machines Corp. Add +3.5% 0.35% −0.01
SPT Sprout Social Inc. Class A Add +52.7% 0.60% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 77$285.1MCBRS, ASML, ESLT, TDG, VSEC
Q1 2026 79$193.5MESLT, TDG, VSEC, ASML, AMZN
Q4 2025 83$216.0MTDG, VSEC, ESLT, AMZN, WGS
Q3 2025 89$222.1MVSEC, TDG, DIS, AMZN, MSFT
Q2 2025 94$213.8MFISV, TDG, DIS, AMZN, VSEC
Q1 2025 96$185.2MFISV, TDG, VSEC, DIS, AMZN
Q4 2024 103$189.2MFISV, VSEC, TDG, DIS, AMZN
Q3 2024 99$181.9MFISV, TDG, VSEC, MSFT, DIS
Q2 2024 94$173.6MVSEC, FISV, TDG, MSFT, ADBE
Q1 2024 104$178.8MVSEC, FISV, TDG, DIS, MSFT