Legacy Bridge, LLC
•CIK: 1689144•Filing: Q4 2025
**Legacy Bridge, LLC** manages $246M across a diversified portfolio of 464 positions. The fund exhibits concentrated exposure to technology and industrial sectors, highlighted by significant allocations to NVDA ($12.0M) and PLTR ($10.5M). Other notable holdings include GEV ($7.5M), AVGO ($7.5M), and UAO ($5.6M), suggesting a tactical approach targeting high-growth and cyclical opportunities. This positioning indicates a conviction in market leaders and key technology enablers.
Total AUM
$246.4M
QoQ Performance
+2.5%
Positions
393
Top 10 Concentration
27.8%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA4.9%
PLTR4.2%
GEV3.0%
AVGO3.0%
STRL2.3%
WTBA2.3%
CLS2.2%
ANET2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.5%
Technology15.3%
Consumer6.2%
Financial4.1%
Industrial4.1%
Healthcare3.2%
Energy2.1%
Communication0.7%
🚪 Exited Positionssold since Q3 2025
+109 more exited positions
Changes from Q3 2025
NEW2 new positions
↑98 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022