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Legacy Bridge, LLC

hedge fundUpdated 8 days ago

Managed by Legacy Bridge, Llc • Latest filing Q3 2026

Portfolio value
$309.6M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
28.8%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$240.3M
Q4 2025$246.4M
Q1 2026$262.2M
Q2 2026$323.8M
Q3 2026$309.6M

Top holdings

328 positions as of Q3 2026

View filing
N

NVIDIA CORPORATION

+1.3%
Value
$13.6M
Shares
59.7K
% Port
4.41%
P

PALANTIR TECHNOLOGIES INC

-0.3%
Value
$11.3M
Shares
60.3K
% Port
3.64%
G

GE VERNOVA INC

-0.8%
Value
$10.6M
Shares
11.2K
% Port
3.44%
S

STERLING INFRASTRUCTURE INC

+9.8%
Value
$7.9M
Shares
16.1K
% Port
2.56%
A

ARISTA NETWORKS INC

-2.8%
Value
$7.8M
Shares
38.5K
% Port
2.53%
A

BROADCOM INC

+0.7%
Value
$7.2M
Shares
20.6K
% Port
2.33%
M

MICRON TECHNOLOGY INC

-0.6%
Value
$6.8M
Shares
6.4K
% Port
2.20%
C

CATERPILLAR INC

-1.6%
Value
$6.1M
Shares
7.6K
% Port
1.98%
W

WEST BANCORPORATION INC

-5.8%
Value
$6.1M
Shares
212.6K
% Port
1.96%
C

CELESTICA INC

-6.6%
Value
$6M
Shares
16.5K
% Port
1.93%
A

ADVANCED MICRO DEVICES INC

-1.7%
Value
$5.5M
Shares
9.0K
% Port
1.78%
T

TAIWAN SEMICONDUCTOR MANUFAC

-0.1%
Value
$5.3M
Shares
11.7K
% Port
1.72%
V

VERTIV HOLDINGS CO

+0.5%
Value
$4.9M
Shares
20.2K
% Port
1.57%
M

MICROSOFT CORP

+1.3%
Value
$4.7M
Shares
9.2K
% Port
1.53%
N

NEBIUS GROUP N.V.

+0.6%
Value
$4.6M
Shares
19.4K
% Port
1.48%
H

HEWLETT PACKARD ENTERPRISE C

+0.8%
Value
$4.5M
Shares
69.9K
% Port
1.44%
A

AMAZON COM INC

-6.1%
Value
$4.4M
Shares
17.8K
% Port
1.44%
E

EATON CORP PLC

+0.7%
Value
$4.4M
Shares
10.2K
% Port
1.42%
L

ELI LILLY & CO

-5.6%
Value
$4.3M
Shares
3.8K
% Port
1.40%
W

WALMART INC

-0.6%
Value
$4M
Shares
38.5K
% Port
1.29%

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