Legacy Bridge, LLC
CIK:0001689144
Investment Adviser
$211M AUM
303 holdings
West Des Moines, IA, USA
Legacy Bridge LLC is an investment firm that provides services primarily to high-net-worth families and individuals. It manages client assets on a fully discretionary basis and offers investment management and private family office services.
Top Buys
A
AVGOBROADCOM INC+$3.4M
N
NVDANVIDIA CORPORATION+$3.4M
P
PLTRPALANTIR TECHNOLOGIES INC+$2.9M
G
GEVGE VERNOVA INC+$2.6M
S
STRLSTERLING INFRASTRUCTURE INC+$2.1M
Top Sells
A
ACNACCENTURE PLC IRELAND-$1.1M
I
ITWILLINOIS TOOL WKS INC-$1.1M
R
RPMRPM INTL INC-$1.1M
K
KWEBKRANESHARES TRUST-$824.6K
K
KNXKNIGHT-SWIFT TRANSN HLDGS IN-$682.1K
Top Holdings
N
NVDANVIDIA CORPORATION+4.6%$9.7M
A
AVGOBROADCOM INC+3.9%$8.2M
P
PLTRPALANTIR TECHNOLOGIES INC+3.7%$7.9M
G
GEVGE VERNOVA INC+2.9%$6.0M
W
WTBAWEST BANCORPORATION INC+2.4%$5.1M
Equity Positions (301)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.58% | $9.7M | 61,144 | $22.62 | $157.99 | +$3.4M |
A AVGO | BROADCOM INC | 3.91% | $8.2M | 29,916 | $46.59 | $275.65 | +$3.4M |
P PLTR | PALANTIR TECHNOLOGIES INC | 3.73% | $7.9M | 57,605 | $24.73 | $136.32 | +$2.9M |
G GEV | GE VERNOVA INC | 2.86% | $6.0M | 11,405 | $292.43 | $529.15 | +$2.6M |
W WTBA | WEST BANCORPORATION INC | 2.42% | $5.1M | 259,501 | $19.80 | $19.63 | -$140.3K |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+11.0%
SERVICES-PREPACKAGED SOFTWARE
+7.3%
STATE COMMERCIAL BANKS
+3.8%
RETAIL-VARIETY STORES
+2.9%
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
+2.9%