Legacy Bridge, LLC

CIK 0001689144 · WEST DES MOINES, IA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Legacy Bridge, LLC reported 322 positions worth $323.8M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: GEV (4.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$323.8M
2026 Q2
Positions
322
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
27.1%
Est. Net Flow (Q)
2026 Q2
10 / 322 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GEVGE VERNOVA INCSH$13.3M4.10%11,289
2STRLSTERLING INFRASTRUCTURE INCSH$12.3M3.81%14,700
3NVDANVIDIA CORPORATIONSH$11.8M3.65%58,994
4CATCATERPILLAR INCSH$8.2M2.53%7,679
5AVGOBROADCOM INCSH$7.7M2.38%20,418
6MUMICRON TECHNOLOGY INCSH$7.4M2.29%6,433
7PLTRPALANTIR TECHNOLOGIES INCSH$7.1M2.18%60,435
8ANETARISTA NETWORKS INCSH$6.7M2.08%39,572
9VRTVERTIV HOLDINGS COSH$6.7M2.08%20,066
10CLSCELESTICA INCSH$6.4M1.99%17,676

The free plan shows the top 10 positions. The remaining 312 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Legacy Bridge, LLC hold as of Q2 2026?

Legacy Bridge, LLC reported 322 positions worth $323.8M in its Q2 2026 13F filing. Largest positions: GEV (4.1%), STRL (3.8%), NVDA (3.6%), CAT (2.5%) and AVGO (2.4%).

What did Legacy Bridge, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Legacy Bridge, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.