§ 13F · FUND PROFILE
Legacy Bridge, LLC.
AUM · $324M (13F)Positions · 322Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GEV | GE VERNOVA INC | 11K | $13M | 4.1% | −3% |
| 2 | STRL | STERLING INFRASTRUCTURE INC | 15K | $12M | 3.8% | −24% |
| 3 | NVDA | NVIDIA CORPORATION | 59K | $12M | 3.6% | −10% |
| 4 | CAT | CATERPILLAR INC | 8K | $8M | 2.5% | ±0% |
| 5 | AVGO | BROADCOM INC | 20K | $8M | 2.4% | −9% |
| 6 | MU | MICRON TECHNOLOGY INC | 6K | $7M | 2.3% | −2% |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | 60K | $7M | 2.2% | ±0% |
| 8 | ANET | ARISTA NETWORKS INC | 40K | $7M | 2.1% | ±0% |
| 9 | VRT | VERTIV HOLDINGS CO | 20K | $7M | 2.1% | +1% |
| 10 | CLS | CELESTICA INC | 18K | $6M | 2.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Bridge, LLC is a Other fund managing $324 million in assets. The fund runs a broad portfolio of 322 positions.
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