Legal Advantage Investments, Inc.
CIK:0001841769
Investment Adviser
$214M AUM
89 holdings
Los Altos Hills, CA, USA
Founded:2011
2 employees
Latest filing:Sep 30, 2025
Legal Advantage Investments, Inc. is a registered investment adviser serving primarily high net worth individuals, with discretionary management of a concentrated equity portfolio across multiple sectors, including financial services, technology, consumer, and industrial companies.
Investment Strategy
Actively manages a diversified portfolio of U.S. equities, with a focus on large- and mid-cap stocks across sectors such as financials, technology, and consumer discretionary. The portfolio is concentrated, with top holdings in companies like Fiserv, TransDigm Group, Walt Disney, Amazon, and Microsoft.
Top Buys
V
VSECVSE CORP+$1.8M
A
APPAPPLOVIN CORP+$1.5M
A
ASMLASML HOLDING N V+$1.4M
M
MRNAMODERNA INC+$1.2M
G
GRALGRAIL INC+$1.2M
Top Sells
A
ADBEADOBE INC-$3.7M
F
FIFISERV INC-$2.6M
I
INTUINTUIT-$1.1M
T
TDGTRANSDIGM GROUP INC-$854.6K
V
VRTXVERTEX PHARMACEUTICALS INC-$822.7K
Top Holdings
V
VSECVSE CORP+4.2%$9.4M
T
TDGTRANSDIGM GROUP INC+4.1%$9.1M
D
DISDISNEY WALT CO+3.5%$7.8M
A
AMZNAMAZON COM INC+3.5%$7.8M
M
MSFTMICROSOFT CORP+3.5%$7.7M
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VSEC | VSE CORP | 4.22% | $9.4M | 56,429 | $39.01 | $166.24 | +$1.8M |
T TDG | TRANSDIGM GROUP INC | 4.08% | $9.1M | 6,882 | $715.10 | $1318.02 | -$854.6K |
D DIS | DISNEY WALT CO | 3.52% | $7.8M | 68,276 | $152.42 | $114.50 | -$649.3K |
A AMZN | AMAZON COM INC | 3.51% | $7.8M | 35,545 | $147.55 | $219.57 | +$52.5K |
M MSFT | MICROSOFT CORP | 3.48% | $7.7M | 14,925 | $255.72 | $517.95 | +$194.6K |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+22.2%
SERVICES-BUSINESS SERVICES, NEC
+7.9%
AIRCRAFT PARTS & AUXILIARY EQUIPMENT, NEC
+7.5%
SERVICES-MISCELLANEOUS AMUSEMENT & RECREATION
+7.0%
SEMICONDUCTORS & RELATED DEVICES
+5.5%