Legacy Bridge, LLC
CIK: 0001689144Latest portfolio: $246.4M · Q4 2025
Holdings
464
Total Value
$246.4M
New Positions
161
Closed Positions
10
Top Holdings
View All 464 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 64,458 | $12.0M | 4.88% | +3K | |
| 2 | PLTRPALANTIR TECHNOLOGIES INC | 58,812 | $10.5M | 4.24% | +185 | |
| 3 | GEVGE VERNOVA INC | 11,495 | $7.5M | 3.05% | +17 | |
| 4 | AVGOBROADCOM INC | 21,683 | $7.5M | 3.05% | -7,978 | |
| 5 | STRLSTERLING INFRASTRUCTURE INC | 18,438 | $5.6M | 2.29% | +177 | |
| 6 | WTBAWEST BANCORPORATION INC | 254,401 | $5.6M | 2.29% | — | |
| 7 | CLSCELESTICA INC | 18,487 | $5.5M | 2.22% | -88 | |
| 8 | ANETARISTA NETWORKS INC | 38,387 | $5.0M | 2.04% | +93 | |
| 9 | MSFTMICROSOFT CORP | 8,789 | $4.3M | 1.72% | +556 | |
| 10 | CATCATERPILLAR INC | 7,365 | $4.2M | 1.71% | +163 | |
| 11 | AMZNAMAZON COM INC | 18,228 | $4.2M | 1.71% | +844 | |
| 12 | LLYELI LILLY & CO | 3,862 | $4.2M | 1.68% | +172 | |
| 13 | WMTWALMART INC | 36,986 | $4.1M | 1.67% | +1K | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,902 | $4.0M | 1.61% | +253 | |
| 15 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 11,200 | $3.4M | 1.38% | +170 | |
| 16 | GOOGALPHABET INC | 10,083 | $3.2M | 1.28% | +517 | |
| 17 | JPMJPMORGAN CHASE & CO. | 9,657 | $3.1M | 1.26% | +514 | |
| 18 | VRTVERTIV HOLDINGS CO | 19,049 | $3.1M | 1.25% | -24 | |
| 19 | ETNEATON CORP PLC | 9,528 | $3.0M | 1.23% | +2 | |
| 20 | JCIJOHNSON CTLS INTL PLC | 23,159 | $2.8M | 1.13% | -83 | |
| 21 | PHPARKER-HANNIFIN CORP | 3,147 | $2.8M | 1.12% | -24 | |
| 22 | OKLOOKLO INC | 38,135 | $2.7M | 1.11% | +93 | |
| 23 | LEUCENTRUS ENERGY CORP | 10,461 | $2.5M | 1.03% | +128 | |
| 24 | AAPLAPPLE INC | 9,253 | $2.5M | 1.02% | +1K | |
| 25 | PREFPRINCIPAL EXCHANGE TRADED FD | 125,605 | $2.4M | 0.97% | -3,740 |
Quarterly Changes
New Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.2021104537504546e+154T)
Industrials0.0% ($5.646421930863035e+87T)
Consumer Cyclical0.0% ($4.2071957190817714e+70T)
Healthcare0.0% ($4.1502328135012467e+70T)
Unknown0.0% ($3.971157414559782e+38T)
Energy0.0% ($2.539166415221435e+36T)
Consumer Defensive0.0% ($4.120230679963464e+29T)
Communication Services0.0% ($3.164150615051339e+24T)
Basic Materials0.0% ($1.5259341067048352e+21T)
Utilities0.0% ($7512273612439812096.0T)
Real Estate0.0% ($132594427271.1T)
Filing History
Fund Information
Legacy Bridge, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $246.4M across 464 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 4.9% of the portfolio. Compared to the previous quarter, the fund opened 162 new positions and closed 10 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.