Legal Advantage Investments, Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Legal Advantage Investments, Inc. reported 99 stock positions worth $181.9 million. Its top holding was Fiserv (FISV) at 5.5% of the portfolio, followed by Transdigm (TDG, 4.9%) and Vse (VSEC, 4.2%). Compared with Q2 2024, it opened 7 new positions, sold out of 2, added to 13 and reduced 31. The biggest buy was Genedx (WGS, shares +74%) and the biggest sale Vse (VSEC, shares −31%).

Most Recent 13F
Q2 2026
Location
Los Altos Hills, CA
CIK
0001841769
Portfolio Value
$181.9M (Q3 2024)
SEC Filing
0001172661-24-004560 ↗ filed Nov 12, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $178.8M Q1 2024 Q2 2024: $173.6M Q2 2024 Q3 2024: $181.9M $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 99 stocks · $181.9M
FISV Fiserv Inc. 5.52% 55,887 $10.0M Reduce -0.7%
TDG Transdigm Group Inc. 4.90% 6,247 $8.9M Reduce -0.9%
VSEC Vse Corp. 4.25% 93,432 $7.7M Reduce -30.6%
MSFT Microsoft Corp. 3.61% 15,265 $6.6M Reduce -0.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.43% 64,872 $6.2M Add +18.4%
AMZN Amazon.com Inc. 3.35% 32,725 $6.1M Add +11.8%
TYL Tyler Technologies Inc. 3.23% 10,073 $5.9M Reduce -1.0%
ADBE Adobe Inc. 3.14% 11,018 $5.7M Reduce -0.5%
TMO Thermo Fisher Scientific Inc. 2.77% 8,154 $5.0M Reduce -0.6%
PANW Palo Alto Networks Inc. 2.64% 14,025 $4.8M Add +4.5%
INTU Intuit Inc. 2.58% 7,553 $4.7M No change
VEEV Veeva Systems Inc. Class A 2.39% 20,740 $4.4M Reduce -0.5%
SCHW Schwab (charles) Corp. 2.29% 64,400 $4.2M Add +4.2%
VTI VG Morningstar TS MKT ETF-US 2.21% 14,222 $4.0M Reduce -0.7%
NOC Northrop Grumman Corp. 1.93% 6,641 $3.5M No change
ORCL Oracle Corp. 1.88% 20,046 $3.4M Reduce -1.1%
META Meta Platforms Inc. Class A 1.76% 5,600 $3.2M No change
ESLT Elbit Systems Ltd. 1.70% 15,430 $3.1M Reduce -1.9%
AMAT Applied Materials Inc. 1.64% 14,720 $3.0M Reduce -0.4%
MELI MercadoLibre Inc. 1.55% 1,371 $2.8M No change
BA The Boeing Co. 1.55% 18,500 $2.8M Reduce -0.4%
NVDA Nvidia Corp. 1.53% 22,960 $2.8M Reduce -0.4%
AAPL Apple Inc. 1.45% 11,337 $2.6M Reduce -1.7%
SSNC Ss&c Technologies Holdings 1.42% 34,900 $2.6M Reduce -1.2%
RTX RTX Corp. 1.41% 21,121 $2.6M Reduce -1.1%
MOG.A Moog Inc. Class A 1.39% 12,490 $2.5M No change
IDXX Idexx Laboratories Inc. 1.35% 4,855 $2.5M Reduce -2.7%
NFLX Netflix Inc. 1.34% 3,427 $2.4M No change
XBI SS SPDR S&P Biotech ETF 1.12% 20,565 $2.0M Reduce -2.6%
ASML ASML Holding NV-NY Reg SHS 1.11% 2,427 $2.0M Add +10.2%
LMT Lockheed Martin Corp. 1.11% 3,445 $2.0M Reduce -0.7%
SHOP Shopify Inc. Class A 1.08% 24,510 $2.0M No change
PLTR Palantir Technologies Inc. Class A 1.06% 52,000 $1.9M Add +26.8%
FNF Fidelity National Financial 1.05% 30,730 $1.9M Reduce -1.4%
ADI Analog Devices Inc. 0.93% 7,328 $1.7M No change
TSM Taiwan Semiconductor-SP ADR 0.87% 9,110 $1.6M Add +19.7%
CRM Salesforce Inc. 0.83% 5,546 $1.5M No change
ULTA Ulta Beauty Inc. 0.82% 3,855 $1.5M No change
WGS Genedx Holdings Corp. 0.80% 34,500 $1.5M Add +74.2%
TT Trane Technologies PLC 0.77% 3,598 $1.4M No change
XYZ Block Inc. 0.76% 20,460 $1.4M Reduce -0.5%
V Visa Inc. Class A 0.75% 4,950 $1.4M Add +52.3%
GOOG Alphabet Inc. Class C 0.74% 8,000 $1.3M No change
ZTS Zoetis Inc. 0.72% 6,725 $1.3M Reduce -1.5%
LHX L3HARRIS Technologies Inc. 0.72% 5,517 $1.3M No change
CMCSA Comcast Corp. Class A 0.67% 29,032 $1.2M Reduce -2.2%
JPM JPMorgan Chase & Co. 0.66% 5,703 $1.2M No change
MA Mastercard Inc. Class A 0.65% 2,400 $1.2M No change
FBIN Fortune Brands Innovations I 0.59% 12,000 $1.1M No change
TECH Bio-Techne Corp. 0.58% 13,235 $1.1M No change
ZBH Zimmer Biomet Holdings Inc. 0.57% 9,560 $1.0M Reduce -1.8%
AMGN Amgen Inc. 0.55% 3,130 $1.0M Add +47.0%
VRTX Vertex Pharmaceuticals Inc. 0.47% 1,830 $851K No change
SPT Sprout Social Inc. Class A 0.46% 28,975 $842K No change
AXP American Express Co. 0.43% 2,900 $786K No change
GD General Dynamics Corp. 0.43% 2,600 $786K No change
DHI D.R. Horton Inc. 0.43% 4,075 $777K Add +32.5%
KLAC KLA Corp. 0.43% 1,000 $774K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.42% 3,484 $770K No change
FIS Fidelity National Info Serv 0.39% 8,400 $704K No change
BRK.A Berkshire Hathaway Inc. Class A 0.38% 1 $691K No change
ZS Zscaler Inc. 0.38% 4,000 $684K Add +14.3%
GOOGL Alphabet Inc. Class A 0.37% 4,100 $680K No change
WTW Willis Towers Watson PLC 0.36% 2,215 $652K No change
PTC PTC Inc. 0.35% 3,500 $632K No change
BHP BHP Group Ltd.-Spon ADR 0.33% 9,757 $606K Reduce -3.6%
WMT Walmart Inc. 0.33% 7,500 $606K No change
MCK McKesson Corp. 0.33% 1,201 $594K Reduce -2.4%
CYBR Cyberark Software Ltd./Israel 0.32% 2,000 $583K No change
PHM Pultegroup Inc. 0.32% 4,020 $577K Add +33.1%
INMD Inmode Ltd. 0.29% 30,820 $522K No change
NICE Nice Ltd. - Spon ADR 0.28% 2,950 $512K No change
CB Chubb Ltd. 0.28% 1,750 $505K No change
BMA Banco Macro SA-ADR 0.26% 7,500 $476K New
ON On Semiconductor 0.26% 6,550 $476K No change
PYPL PayPal Holdings Inc. 0.26% 6,000 $468K New
MRK Merck & Co. Inc. 0.25% 4,000 $454K No change
EBAY eBay Inc. 0.23% 6,650 $426K No change
AFL Aflac Inc. 0.23% 3,800 $425K No change
HOV Hovnanian Enterprises-A 0.22% 2,000 $409K New
LRCX Lam Research Corp. 0.22% 500 $408K No change
RIO Rio Tinto PLC-Spon ADR 0.22% 5,700 $406K No change
FVRR Fiverr International Ltd. 0.20% 14,000 $362K No change
AZN Astrazeneca PLC-Spons ADR 0.18% 4,150 $323K Reduce -4.6%
NSP Insperity Inc. 0.16% 3,250 $286K No change
GEHC GE Healthcare Technology 0.16% 3,030 $284K No change
CCS Century Communities Inc. 0.15% 2,650 $273K No change
LEN.B Lennar Corp. Class B 0.14% 1,500 $259K No change
JNJ Johnson & Johnson 0.14% 1,596 $259K Reduce -4.6%
BBAR Bbva Argentina SA-ADR filed as BANCO BBVA ARGENTINA S A 0.14% 24,000 $249K New
LOW Lowe's Cos Inc. 0.13% 898 $243K New
TRV The Travelers Cos Inc. 0.13% 1,000 $234K No change
BRK.B Berkshire Hathaway Inc. Class B 0.13% 500 $230K No change
SNOW Snowflake Inc. 0.13% 2,000 $230K No change
MDT Medtronic PLC 0.13% 2,546 $229K No change
FROG Jfrog Ltd. 0.12% 7,400 $215K Reduce -1.3%
TXN Texas Instruments Inc. 0.11% 1,000 $207K New
SUPV Grupo Supervielle SA-SP ADR 0.11% 28,645 $204K New
SDGR Schrodinger Inc. 0.10% 10,225 $190K Reduce -39.7%

Portfolio Sells Q2 2024 → Q3 2024
VSEC Vse Corp. Reduce -30.6% 4.25% −2.59
HSIC Henry Schein Inc. Sold out 0.00% −1.58
ADBE Adobe Inc. Reduce -0.5% 3.14% −0.41
BA The Boeing Co. Reduce -0.4% 1.55% −0.40
AMAT Applied Materials Inc. Reduce -0.4% 1.64% −0.37
MSFT Microsoft Corp. Reduce -0.7% 3.61% −0.35
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.23
NVDA Nvidia Corp. Reduce -0.4% 1.53% −0.11
MCK McKesson Corp. Reduce -2.4% 0.33% −0.09
SDGR Schrodinger Inc. Reduce -39.7% 0.10% −0.08
IDXX Idexx Laboratories Inc. Reduce -2.7% 1.35% −0.05
FROG Jfrog Ltd. Reduce -1.3% 0.12% −0.04
ZBH Zimmer Biomet Holdings Inc. Reduce -1.8% 0.57% −0.04
AZN Astrazeneca PLC-Spons ADR Reduce -4.6% 0.18% −0.02
XBI SS SPDR S&P Biotech ETF Reduce -2.6% 1.12% −0.01
XYZ Block Inc. Reduce -0.5% 0.76% −0.01
CMCSA Comcast Corp. Class A Reduce -2.2% 0.67% −0.00
BHP BHP Group Ltd.-Spon ADR Reduce -3.6% 0.33% +0.00
JNJ Johnson & Johnson Reduce -4.6% 0.14% +0.00
VTI VG Morningstar TS MKT ETF-US Reduce -0.7% 2.21% +0.01
ZTS Zoetis Inc. Reduce -1.5% 0.72% +0.04
AAPL Apple Inc. Reduce -1.7% 1.45% +0.05
ESLT Elbit Systems Ltd. Reduce -1.9% 1.70% +0.10
SSNC Ss&c Technologies Holdings Reduce -1.2% 1.42% +0.15
FNF Fidelity National Financial Reduce -1.4% 1.05% +0.16
TMO Thermo Fisher Scientific Inc. Reduce -0.6% 2.77% +0.16
RTX RTX Corp. Reduce -1.1% 1.41% +0.17
LMT Lockheed Martin Corp. Reduce -0.7% 1.11% +0.17
VEEV Veeva Systems Inc. Class A Reduce -0.5% 2.39% +0.20
ORCL Oracle Corp. Reduce -1.1% 1.88% +0.23
TDG Transdigm Group Inc. Reduce -0.9% 4.90% +0.26
TYL Tyler Technologies Inc. Reduce -1.0% 3.23% +0.29
FISV Fiserv Inc. Reduce -0.7% 5.52% +0.69

Portfolio Buys Q2 2024 → Q3 2024
WGS Genedx Holdings Corp. Add +74.2% 0.80% +0.51
PLTR Palantir Technologies Inc. Class A Add +26.8% 1.06% +0.47
DIS The Walt Disney Co. Add +18.4% 3.43% +0.30
BMA Banco Macro SA-ADR New 0.26% +0.26
PYPL PayPal Holdings Inc. New 0.26% +0.26
V Visa Inc. Class A Add +52.3% 0.75% +0.26
HOV Hovnanian Enterprises-A New 0.22% +0.22
DHI D.R. Horton Inc. Add +32.5% 0.43% +0.18
AMGN Amgen Inc. Add +47.0% 0.55% +0.17
BBAR Bbva Argentina SA-ADR New 0.14% +0.14
LOW Lowe's Cos Inc. New 0.13% +0.13
PHM Pultegroup Inc. Add +33.1% 0.32% +0.13
TXN Texas Instruments Inc. New 0.11% +0.11
SUPV Grupo Supervielle SA-SP ADR New 0.11% +0.11
TSM Taiwan Semiconductor-SP ADR Add +19.7% 0.87% +0.11
AMZN Amazon.com Inc. Add +11.8% 3.35% +0.09
PANW Palo Alto Networks Inc. Add +4.5% 2.64% +0.01
ZS Zscaler Inc. Add +14.3% 0.38% −0.01
ASML ASML Holding NV-NY Reg SHS Add +10.2% 1.11% −0.19
SCHW Schwab (charles) Corp. Add +4.2% 2.29% −0.33

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