Funds › Legacy Bridge, LLC
Legacy Bridge, LLC
13F for Q3 2026, filed Oct 28, 2026. 328 positions worth $309.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 28, 2026
Reported value
$309.6M
−$14.2M (4.4%) vs Q2 2026
Positions
328
322 in Q2 2026
Top 10 share
27.0%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Legacy Bridge, LLC in the latest 13F quarter?
Using 13F.ai, how has Legacy Bridge, LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Legacy Bridge, LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 59,739 | $13.6M | 4.4% | +1.3% | 13F ↗ |
| 2 | PLTR Palantir Technologies Inc. | 60,275 | $11.3M | 3.6% | -0.3% | 13F ↗ |
| 3 | GEV GE Vernova Inc. | 11,202 | $10.6M | 3.4% | -0.8% | 13F ↗ |
| 4 | STRL Sterling Infrastructure, Inc. | 16,134 | $7.9M | 2.6% | +9.8% | 13F ↗ |
| 5 | ANET Arista Networks, Inc. | 38,477 | $7.8M | 2.5% | -2.8% | 13F ↗ |
| 6 | AVGO Broadcom Inc. | 20,562 | $7.2M | 2.3% | +0.7% | 13F ↗ |
| 7 | MU Micron Technology, Inc. | 6,397 | $6.8M | 2.2% | -0.6% | 13F ↗ |
| 8 | CAT Caterpillar, Inc. | 7,559 | $6.1M | 2.0% | -1.6% | 13F ↗ |
| 9 | WTBA West Bancorporation | 212,579 | $6.1M | 2.0% | -5.8% | 13F ↗ |
| 10 | CLS Celestica, Inc. | 16,510 | $6.0M | 1.9% | -6.6% | 13F ↗ |
| 11 | AMD Advanced Micro Devices, Inc. | 9,006 | $5.5M | 1.8% | -1.7% | 13F ↗ |
| 12 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 11,682 | $5.3M | 1.7% | -0.1% | 13F ↗ |
| 13 | VRT Vertiv Holdings Co | 20,173 | $4.9M | 1.6% | +0.5% | 13F ↗ |
| 14 | MSFT Microsoft Corporation | 9,239 | $4.7M | 1.5% | +1.3% | 13F ↗ |
| 15 | NBIS Nebius Group N.V. | 19,442 | $4.6M | 1.5% | +0.6% | 13F ↗ |
| 16 | HPE Hewlett Packard Enterprise Company | 69,885 | $4.5M | 1.4% | +0.8% | 13F ↗ |
| 17 | AMZN Amazon.com, Inc. | 17,837 | $4.4M | 1.4% | -6.1% | 13F ↗ |
| 18 | ETN Eaton Corporation, PLC | 10,248 | $4.4M | 1.4% | +0.7% | 13F ↗ |
| 19 | LLY Eli Lilly and Company | 3,754 | $4.3M | 1.4% | -5.6% | 13F ↗ |
| 20 | WMT Walmart Inc. | 38,491 | $4.0M | 1.3% | -0.6% | 13F ↗ |
| 21 | ASML ASML Holding N.V. · Equities | 2,124 | $3.8M | 1.2% | -0.1% | 13F ↗ |
| 22 | BRK-B Berkshire Hathaway Inc. Class B | 7,552 | $3.8M | 1.2% | -0.1% | 13F ↗ |
| 23 | PANW Palo Alto Networks, Inc. | 9,386 | $3.7M | 1.2% | -16.5% | 13F ↗ |
| 24 | VLO Valero Energy Corporation | 9,357 | $3.6M | 1.2% | +0.6% | 13F ↗ |
| 25 | iShares Tr Core S&P500 Etf | 4,393 | $3.4M | 1.1% | Unchanged | 13F ↗ |
| 26 | GOOG Alphabet Inc. Class C | 9,695 | $3.3M | 1.1% | -9.4% | 13F ↗ |
| 27 | JPM JPMorgan Chase & Co. | 9,610 | $3.2M | 1.0% | -1.1% | 13F ↗ |
| 28 | CRDO Credo Technology Group Holding Ltd | 15,050 | $2.9M | 0.9% | +0.1% | 13F ↗ |
| 29 | PH Parker-Hannifin Corporation | 3,063 | $2.9M | 0.9% | -4.5% | 13F ↗ |
| 30 | AAPL Apple Inc. | 8,626 | $2.9M | 0.9% | -7.8% | 13F ↗ |
| 31 | BNY The Bank of New York Mellon Corporation | 19,645 | $2.8M | 0.9% | +3.9% | 13F ↗ |
| 32 | iShares Inc Core Msci Emkt | 34,126 | $2.8M | 0.9% | -0.9% | 13F ↗ |
| 33 | STX Seagate Technology Holdings PLC | 2,952 | $2.7M | 0.9% | Unchanged | 13F ↗ |
| 34 | WDC Western Digital Corporation | 5,961 | $2.7M | 0.9% | +0.6% | 13F ↗ |
| 35 | iShares Tr Rus 2000 Grw Etf | 7,588 | $2.7M | 0.9% | -2.2% | 13F ↗ |
| 36 | PWR Quanta Services, Inc. | 3,940 | $2.5M | 0.8% | +1.2% | 13F ↗ |
| 37 | TER Teradyne, Inc. | 6,310 | $2.5M | 0.8% | +0.2% | 13F ↗ |
| 38 | Vanguard Tax-Managed Fds | 35,734 | $2.5M | 0.8% | -1.3% | 13F ↗ |
| 39 | iShares Tr Etf | 9,066 | $2.5M | 0.8% | -0.1% | 13F ↗ |
| 40 | COST Costco Wholesale Corporation | 2,722 | $2.5M | 0.8% | -1.1% | 13F ↗ |
| 41 | DE Deere & Company | 3,518 | $2.4M | 0.8% | -13.0% | 13F ↗ |
| 42 | XOM ExxonMobil Holdings Corporation | 14,237 | $2.3M | 0.7% | New | 13F ↗ |
| 43 | Principal Exchange Traded Fd Spectrum Pfd | 121,890 | $2.2M | 0.7% | -0.8% | 13F ↗ |
| 44 | FCX Freeport-McMoRan, Inc. | 31,062 | $2.2M | 0.7% | -0.2% | 13F ↗ |
| 45 | Vanguard Star Fds | 25,484 | $2.2M | 0.7% | -0.2% | 13F ↗ |
| 46 | iShares Tr Core Msci Total | 21,933 | $2.1M | 0.7% | Unchanged | 13F ↗ |
| 47 | iShares Tr Equity Etf | 18,854 | $2.0M | 0.6% | Unchanged | 13F ↗ |
| 48 | iShares Tr Rus 2000 Val Etf | 9,285 | $1.9M | 0.6% | Unchanged | 13F ↗ |
| 49 | SNOW Snowflake Inc. | 5,667 | $1.9M | 0.6% | +9.7% | 13F ↗ |
| 50 | WSM Williams-Sonoma, Inc. | 8,331 | $1.9M | 0.6% | -18.9% | 13F ↗ |
Showing the top 50 of 328 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
13 new, 42 added to, 95 trimmed, 7 exited, 178 unchanged. By estimated dollars.
New positions (13)
| XOM ExxonMobil Holdings Corporation | 14,237 | New | $2.3M |
| BE Bloom Energy Corporation | 5,330 | New | $1.5M |
| CGNX Cognex Corporation | 22,245 | New | $1.3M |
| SPCX Space Exploration Technologies Corp. | 313 | New | $47.2K |
| SKHY SK hynix Inc. · American Deposit | 195 | New | $35.9K |
| EME EMCOR Group, Inc. | 25 | New | $18.9K |
| CIEN Ciena Corporation | 30 | New | $10.6K |
| QBTS D-Wave Quantum Inc. | 465 | New | $7,706 |
| ON ON Semiconductor Corporation | 100 | New | $7,687 |
| QNT Quantinuum Inc. | 140 | New | $6,729 |
Added to (42)
| STRL Sterling Infrastructure, Inc. | 16,134 | +9.8% | $705.2K |
| NVDA NVIDIA Corporation | 59,739 | +1.3% | $170.1K |
| SNOW Snowflake Inc. | 5,667 | +9.7% | $169.8K |
| TGT Target Corporation | 755 | +2920% | $114.4K |
| BNY The Bank of New York Mellon Corporation | 19,645 | +3.9% | $106.6K |
| WDAY Workday, Inc. | 2,864 | +24.2% | $106.3K |
| TSLA Tesla, Inc. | 471 | +74.4% | $71.3K |
| MSFT Microsoft Corporation | 9,239 | +1.3% | $62.6K |
| AVGO Broadcom Inc. | 20,562 | +0.7% | $50.6K |
| NOW ServiceNow, Inc. | 5,900 | +6.7% | $49.6K |
Trimmed (95)
| PANW Palo Alto Networks, Inc. | 9,386 | -16.5% | -$735.0K |
| WSM Williams-Sonoma, Inc. | 8,331 | -18.9% | -$442.2K |
| CLS Celestica, Inc. | 16,510 | -6.6% | -$421.4K |
| WTBA West Bancorporation | 212,579 | -5.8% | -$370.6K |
| DE Deere & Company | 3,518 | -13.0% | -$354.6K |
| GOOG Alphabet Inc. Class C | 9,695 | -9.4% | -$340.7K |
| AMZN Amazon.com, Inc. | 17,837 | -6.1% | -$287.8K |
| LLY Eli Lilly and Company | 3,754 | -5.6% | -$259.2K |
| AAPL Apple Inc. | 8,626 | -7.8% | -$242.4K |
| ANET Arista Networks, Inc. | 38,477 | -2.8% | -$222.9K |
Exited (7)
| JCI Johnson Controls International plc | 23,379 | Exited | -$3.4M |
| Exxon Mobil Corp | 14,237 | Exited | -$1.9M |
| LRCX Lam Research Corporation | 128 | Exited | -$55.5K |
| KLAC KLA Corporation | 130 | Exited | -$39.2K |
| Avalonbay Communities Inc Reit | 150 | Exited | -$28.3K |
| Electronic Arts Inc | 60 | Exited | -$12.3K |
| BABA Alibaba Group Holding Limited · ADR | 100 | Exited | -$9,598 |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 28, 2026 | 13F-HR | 328 | $309.6M | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 322 | $323.8M | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 320 | $262.2M | Current | SEC ↗ |
| Q4 2025 | Jan 23, 2026 | 13F-HR | 464 | $246.4M | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 312 | $240.3M | Current | SEC ↗ |
| Q2 2025 | Aug 6, 2025 | 13F-HR | 303 | $210.7M | Current | SEC ↗ |
| Q1 2025 | May 8, 2025 | 13F-HR | 319 | $179.2M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer