LEGACY BRIDGE, LLC 13F Portfolio
LEGACY BRIDGE, LLC runs LEGACY BRIDGE, LLC and currently holds 322 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $323.78M. Their top holdings are GEV, STRL, NVDA, CAT, AVGO. The top five represent 16.5% of reported portfolio weight. LEGACY BRIDGE, LLC ranks #246 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LEGACY BRIDGE, LLC initiated 3 new positions. They added to 46 existing positions. They trimmed 26 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
Portfolio Value
$323.78M
Alpha Score
82.4
#246 of 1000
Holdings
322
LEGACY BRIDGE, LLC Current 13F Holdings
Reported holdings from LEGACY BRIDGE, LLC's latest SEC 13F filing, ranked by portfolio weight.
322 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
GEV GE VERNOVA INC | 4.10% | $302.70 | $1,004.66 | +231.90% | Trimmed -3.10% |
STRL STERLING INFRASTRUCTURE INC | 3.81% | $104.46 | $513.00 | +391.10% | Trimmed -23.51% |
NVDA NVIDIA CORPORATION | 3.65% | $32.76 | $229.28 | +599.88% | Trimmed -9.57% |
CAT CATERPILLAR INC | 2.53% | $200.45 | $800.60 | +299.40% | Added +0.13% |
AVGO BROADCOM INC | 2.38% | $56.61 | $361.54 | +538.65% | Trimmed -9.42% |
MU MICRON TECHNOLOGY INC | 2.29% | $271.70 | $1,029.00 | +278.73% | Trimmed -1.67% |
PLTR PALANTIR TECHNOLOGIES INC | 2.18% | $31.29 | $209.05 | +568.10% | Trimmed -0.14% |
ANET ARISTA NETWORKS INC | 2.08% | $110.02 | $216.71 | +96.97% | Added +0.47% |
VRT VERTIV HOLDINGS CO | 2.08% | $91.04 | $242.73 | +166.62% | Added +0.66% |
CLS CELESTICA INC | 1.99% | $58.15 | $362.09 | +522.68% | Trimmed -1.16% |
Showing 1-10 of 322