account_balance
Investment manager · 13F filer · SEC CIK 1689144
Legacy Bridge, LLC
Reported value$310Mas of Sep 30, 2026
Positions328 12 new, 6 sold out
Top 10 weight27.0%NVDA alone is 4%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
4.4%
PLTRPalantir Technologies Inc.
3.6%
GEVGE Vernova Inc.
3.4%
STRLSterling Infrastructure, Inc.
2.6%Added +10%
ANETArista Networks, Inc.
2.5%Trimmed −3%
AVGOBroadcom Inc.
2.3%
MUMicron Technology Inc
2.2%
CATCaterpillar Inc
2.0%
WTBAWest Bancorporation Inc
2.0%Trimmed −6%
CLSCelestica Inc
1.9%Trimmed −7%
AMDAdvanced Micro Devices Inc
1.8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
1.7%
NVDANVIDIA Corp
4.4%
PLTRPalantir Technologies Inc.
3.6%
GEVGE Vernova Inc.
3.4%
STRLSterling Infrastructure, Inc.
2.6%+10%
ANETArista Networks, Inc.
2.5%−3%
AVGOBroadcom Inc.
2.3%
MUMicron Technology Inc
2.2%
CATCaterpillar Inc
2.0%
WTBAWest Bancorporation Inc
2.0%
CLS1.9%AMD1.8%TSM1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 4.4% HeldPLTR Palantir Technologies Inc. 3.6% HeldGEV GE Vernova Inc. 3.4% HeldSTRL Sterling Infrastructure, Inc. 2.6% Added +10%ANET Arista Networks, Inc. 2.5% Trimmed −3%AVGO Broadcom Inc. 2.3% HeldMU Micron Technology Inc 2.2% HeldCAT Caterpillar Inc 2.0% HeldWTBA West Bancorporation Inc 2.0% Trimmed −6%CLS Celestica Inc 1.9% Trimmed −7%AMD Advanced Micro Devices Inc 1.8% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 1.7% Held
What changed
Biggest moves since Jun 30, 2026
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