Legacy Bridge, LLC
Long book
$262.2M
Q1 2026
Positions
320
Top-10 weight
27%
concentration
Last quarter
+19.2%
SPY +14.8%
Turnover
37%
of book per quarter
Strategy in plain words
auto-generated from filingsLegacy Bridge, LLC is an institutional manager, running a $262.2M US long book across 320 positions.
The portfolio is moderately concentrated (top 10 ≈ 27% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: NVIDIA CORP, GE VERNOVA INC, PALANTIR TECHNOLOGIES INC-A, STERLING INFRASTRUCTURE INC, BROADCOM INC.
Over the last 9 quarters its long book ran on average 1.8pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.6%
Q2 2024
+5.6%
Q3 2024
+2.6%
Q4 2024
-5.8%
Q1 2025
+19.4%
Q2 2025
+12.5%
Q3 2025
+0.5%
Q4 2025
+0.8%
Q1 2026
+19.2%
Sector allocation
Technology 37%
Industrials 22%
Financials 13%
Consumer discretionary 10%
Healthcare 5%
Energy 4%
Utilities 3%
Materials 3%
Long book by quarter
What does Legacy Bridge, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 65.2K | $11.4M | 4.3% | +1.2% |
| GEV GE VERNOVA INC | Industrials | 11.7K | $10.2M | 3.9% | +1.3% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 60.5K | $8.9M | 3.4% | +2.9% |
| STRL STERLING INFRASTRUCTURE INC | Industrials | 19.2K | $7.8M | 3.0% | +4.2% |
| AVGO BROADCOM INC | Technology | 22.5K | $7.0M | 2.7% | +4.0% |
| WTBA WEST BANCORPORATION | Financials | 245.8K | $5.8M | 2.2% | -3.4% |
| CAT CATERPILLAR INC | Industrials | 7.7K | $5.4M | 2.1% | +4.1% |
| CLS CELESTICA INC | Technology | 17.9K | $5.0M | 1.9% | -3.3% |
| VRT VERTIV HOLDINGS CO-A | Technology | 19.9K | $5.0M | 1.9% | +4.6% |
| ANET ARISTA NETWORKS INC | Technology | 39.4K | $4.8M | 1.8% | +2.6% |
| WMT WALMART INC | Consumer discretionary | 38.6K | $4.8M | 1.8% | +4.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 18.9K | $3.9M | 1.5% | +3.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 8.0K | $3.8M | 1.5% | +0.8% |
| LLY ELI LILLY & CO | Healthcare | 4.0K | $3.7M | 1.4% | +3.0% |
| ETN EATON CORP PLC | Industrials | 10.0K | $3.6M | 1.4% | +5.2% |
| MSFT MICROSOFT CORP | Technology | 9.1K | $3.4M | 1.3% | +3.8% |
| GOOG ALPHABET INC-CL C | Technology | 10.7K | $3.1M | 1.2% | +5.6% |
| JCI JOHNSON CONTROLS INTERNATION | Industrials | 23.0K | $3.0M | 1.2% | -0.5% |
| PH PARKER HANNIFIN CORP | Industrials | 3.2K | $2.9M | 1.1% | +1.9% |
| JPM JPMORGAN CHASE & CO | Financials | 9.7K | $2.9M | 1.1% | +0.6% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 2.1K | $2.8M | 1.1% | +2.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.7K | $2.7M | 1.0% | +1.9% |
| AAPL APPLE INC | Technology | 9.4K | $2.4M | 0.9% | +1.1% |
| XOM EXXON MOBIL CORP | Energy | 13.8K | $2.3M | 0.9% | Held |
| VLO VALERO ENERGY CORP | Energy | 9.3K | $2.3M | 0.9% | -0.5% |
| DE DEERE & CO | Industrials | 4.1K | $2.3M | 0.9% | +3.2% |
| BNY BANK OF NEW YORK MELLON CORP | Financials | 18.9K | $2.2M | 0.9% | +7.1% |
| MU MICRON TECHNOLOGY INC | Technology | 6.5K | $2.2M | 0.8% | +21.9% |
| PWR QUANTA SERVICES INC | Industrials | 3.7K | $2.0M | 0.8% | +1.0% |
| OKLO OKLO INC | Utilities | 40.5K | $2.0M | 0.8% | +6.3% |
| LEU CENTRUS ENERGY CORP-CLASS A | Materials | 11.4K | $2.0M | 0.8% | +8.6% |
| NBIS NEBIUS GROUP NV | Technology | 18.8K | $2.0M | 0.7% | +4.5% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 4.2K | $1.9M | 0.7% | +1.1% |
| LOW LOWE'S COS INC | Consumer discretionary | 8.0K | $1.9M | 0.7% | +1.3% |
| HD HOME DEPOT INC | Consumer discretionary | 5.7K | $1.9M | 0.7% | +0.3% |
| WSM WILLIAMS-SONOMA INC | Consumer discretionary | 10.3K | $1.9M | 0.7% | +3.5% |
| FCX FREEPORT-MCMORAN INC | Materials | 31.4K | $1.8M | 0.7% | +4.4% |
| AMD ADVANCED MICRO DEVICES | Technology | 9.0K | $1.8M | 0.7% | +26.3% |
| CVX CHEVRON CORP | Energy | 8.8K | $1.8M | 0.7% | 0.0% |
| PANW PALO ALTO NETWORKS INC | Technology | 11.2K | $1.8M | 0.7% | Held |
| NFG NATIONAL FUEL GAS CO | Utilities | 18.5K | $1.7M | 0.7% | +3.0% |
| NXT NEXTPOWER INC-CL A | Technology | 13.5K | $1.6M | 0.6% | Held |
| HPE HEWLETT PACKARD ENTERPRISE | Technology | 67.8K | $1.6M | 0.6% | +2.0% |
| ESE ESCO TECHNOLOGIES INC | Technology | 5.7K | $1.6M | 0.6% | +8.8% |
| AXON AXON ENTERPRISE INC | Industrials | 3.7K | $1.6M | 0.6% | +1.2% |
| WDC WESTERN DIGITAL CORP | Technology | 5.8K | $1.6M | 0.6% | New |
| NDAQ NASDAQ INC | Financials | 18.3K | $1.6M | 0.6% | +0.1% |
| C CITIGROUP INC | Financials | 13.3K | $1.5M | 0.6% | +2663.8% |
| TSCO TRACTOR SUPPLY COMPANY | Consumer discretionary | 32.8K | $1.5M | 0.6% | +0.9% |
| MS MORGAN STANLEY | Financials | 8.8K | $1.5M | 0.6% | -0.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 320 | $262.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 464 | $246.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 312 | $240.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 6, 2025 | 303 | $210.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 8, 2025 | 319 | $179.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 22, 2025 | 298 | $191.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 7, 2024 | 294 | $185.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 6, 2024 | 286 | $169.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 25, 2024 | 317 | $170.9M | canonical | SEC ↗ |
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