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Legacy Bridge, LLC
hedge fundUpdated 29 days agoManaged by Legacy Bridge, Llc • Latest filing Q2 2026
Portfolio value
$323.8M
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
22.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 13 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2023 | $149.8M |
| Q3 2023 | $140.3M |
| Q4 2023 | $154.3M |
| Q1 2024 | $170.9M |
| Q2 2024 | $169.6M |
| Q3 2024 | $185.7M |
| Q4 2024 | $191.8M |
| Q1 2025 | $179.2M |
| Q2 2025 | $210.7M |
| Q3 2025 | $240.3M |
| Q4 2025 | $246.4M |
| Q1 2026 | $262.2M |
| Q2 2026 | $323.8M |
Top holdings
322 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GEV GE VERNOVA INC | $13.3M | 11.3K | 4.10% | — |
| 2 | S STRL STERLING INFRASTRUCTURE INC | $12.3M | 14.7K | 3.81% | — |
| 3 | N NVDA NVIDIA CORPORATION | $11.8M | 59.0K | 3.65% | — |
| 4 | C CAT CATERPILLAR INC | $8.2M | 7.7K | 2.53% | — |
| 5 | A AVGO BROADCOM INC | $7.7M | 20.4K | 2.38% | — |
| 6 | M MU MICRON TECHNOLOGY INC | $7.4M | 6.4K | 2.29% | — |
| 7 | P PLTR PALANTIR TECHNOLOGIES INC | $7.1M | 60.4K | 2.18% | — |
| 8 | A ANET ARISTA NETWORKS INC | $6.7M | 39.6K | 2.08% | — |
| 9 | V VRT VERTIV HOLDINGS CO | $6.7M | 20.1K | 2.08% | — |
| 10 | C CLS CELESTICA INC | $6.4M | 17.7K | 1.99% | — |
| 11 | W WTBA WEST BANCORPORATION INC | $6M | 225.6K | 1.85% | — |
| 12 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $5.6M | 11.7K | 1.73% | — |
| 13 | N NBIS NEBIUS GROUP N.V. | $5.3M | 19.3K | 1.65% | — |
| 14 | A AMD ADVANCED MICRO DEVICES INC | $5.3M | 9.2K | 1.64% | — |
| 15 | L LLY ELI LILLY & CO | $4.8M | 4.0K | 1.47% | — |
| 16 | A AMZN AMAZON COM INC | $4.5M | 19.0K | 1.40% | — |
| 17 | W WMT WALMART INC | $4.4M | 38.7K | 1.35% | — |
| 18 | E ETN EATON CORP PLC | $4.3M | 10.2K | 1.34% | — |
| 19 | A ASMLF ASML HLDG NV | $4.2M | 2.1K | 1.31% | — |
| 20 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $4.1M | 15.0K | 1.26% | — |