Legal Advantage Investments, Inc. 13F 持仓 · 2026年Q2
Legal Advantage Investments 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 77 只证券，申报市值合计 2.85 亿美元。前几大持仓：CBRS（24.41%）、ASML（4.30%）、ESLT（3.91%）。本季前 25 大持仓中：新建仓 1 只、增持 9 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CBRS | CEREBRAS SYSTEMS INC | $69.6M | 24.41% | 314,889 | 新建仓 |
| 2 | ASML | ASML HLDG NV | $12.3M | 4.30% | 6,170 | 增持 |
| 3 | ESLT | ELBIT SYS LTD | $11.1M | 3.91% | 14,690 | 增持 |
| 4 | TDG | TRANSDIGM GROUP INC | $10.6M | 3.71% | 7,942 | 增持 |
| 5 | PANW | PALO ALTO NETWORKS INC | $10.5M | 3.67% | 30,684 | 减持 |
| 6 | VSEC | VSE CORP | $10.5M | 3.67% | 45,857 | 持平 |
| 7 | AMZN | AMAZON COM INC | $8.9M | 3.12% | 37,375 | 增持 |
| 8 | AMAT | APPLIED MATLS INC | $8.7M | 3.06% | 12,081 | 持平 |
| 9 | MSFT | MICROSOFT CORP | $6.4M | 2.25% | 17,207 | 增持 |
| 10 | SCHW | SCHWAB CHARLES CORP | $6.1M | 2.13% | 65,960 | 减持 |
| 11 | DIS | DISNEY WALT CO | $5.8M | 2.03% | 60,191 | 减持 |
| 12 | VTI | VANGUARD INDEX FDS | $5.2M | 1.82% | 14,049 | 持平 |
| 13 | NVDA | NVIDIA CORPORATION | $5.0M | 1.74% | 24,856 | 持平 |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | $4.9M | 1.72% | 41,980 | 减持 |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | $4.9M | 1.72% | 9,771 | 增持 |
| 16 | RTX | RTX CORPORATION | $4.7M | 1.63% | 24,516 | 减持 |
| 17 | WGS | GENEDX HOLDINGS CORP | $4.6M | 1.61% | 67,045 | 增持 |
| 18 | BA | BOEING CO | $4.3M | 1.51% | 19,880 | 增持 |
| 19 | AAPL | APPLE INC | $4.2M | 1.49% | 14,664 | 增持 |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.1M | 1.45% | 8,630 | 持平 |
| 21 | FISV | FISERV INC | $4.1M | 1.44% | 83,455 | 减持 |
| 22 | APP | APPLOVIN CORP | $4.1M | 1.42% | 7,865 | 减持 |
| 23 | MELI | MERCADOLIBRE INC | $3.9M | 1.35% | 2,273 | 减持 |
| 24 | VEEV | VEEVA SYS INC | $3.5M | 1.22% | 19,590 | 持平 |
| 25 | IDXX | IDEXX LABS INC | $3.3M | 1.17% | 6,360 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR