Legacy Bridge, LLC: 13F holdings

CIK 16891442026Q2

Positions322
Reported value$323.8m
Filed2026-08-13

Change since last quarter

Positions322 (+2 vs prior quarter)
Reported value$323.8m (+23.5%)

Top 10 holdings

SecuritySharesValueWeight
GEV GE VERNOVA INC11,289$13.3m4.1%
STRL STERLING INFRASTRUCTURE INC14,700$12.3m3.8%
NVDA NVIDIA CORPORATION58,994$11.8m3.6%
CAT CATERPILLAR INC7,679$8.2m2.5%
AVGO BROADCOM INC20,418$7.7m2.4%
MU MICRON TECHNOLOGY INC6,433$7.4m2.3%
PLTR PALANTIR TECHNOLOGIES INC60,435$7.1m2.2%
ANET ARISTA NETWORKS INC39,572$6.7m2.1%
VRT VERTIV HOLDINGS CO20,066$6.7m2.1%
CLS CELESTICA INC17,676$6.4m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1689144")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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