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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.
Latest 13F Filing Activity
Legacy Bridge, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 301 equity positions with a total 13F market value of $211M. The fund increased holdings in Broadcom Inc., Nvidia Corporation, Palantir Technologies Inc. among other positions. Legacy Bridge, LLC reduced exposure to Accenture PLC Ireland, Illinois Tool WKS Inc., RPM Intl Inc. among others.
Top Buys
Top Holdings
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
+11.2%
SERVICES-PREPACKAGED SOFTWARE
+7.8%
STATE COMMERCIAL BANKS
+3.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.2%
HEAVY CONSTRUCTION OTHER THAN BLDG CONST - CONTRACTORS
+3.1%
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