Legacy Bridge, LLC Portfolio Holdings

Legacy Bridge, LLC

  • $175 Million
  • Q4 2024

Legacy Bridge, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $175 Million distributed in 298 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7.3M, Broadcom Inc. with a value of $6.49M, West Bancorporation Inc with a value of $5.76M, Palantir Technologies Inc. with a value of $4.31M, and Amazon Com Inc with a value of $3.7M.

Examining the 13F form we can see an decrease of $2.85M in the current position value, from $178M to 175M.

Below you can find more details about Legacy Bridge, LLC portfolio as well as his latest detailed transactions.

Portfolio value $175 Million
Technology: $43.7 Million
ETFs: $32.3 Million
Industrials: $23.3 Million
Financial Services: $18.7 Million
Consumer Cyclical: $15.3 Million
Healthcare: $11.9 Million
Consumer Defensive: $10.1 Million
Energy: $6.9 Million
Other: $13 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.73B
$121,000 0.07% of portfolio
3,620
Q1 2024 Reduced 26.42%
$18.3B
$128,000 0.07% of portfolio
295
Q3 2024 Reduced 7.81%
$71.5B
$87,000 0.05% of portfolio
375
Q1 2020 New
$184B
$79,000 0.05% of portfolio
179
Q4 2024 Reduced 8.21%
$402B
$87,000 0.05% of portfolio
523
Q3 2024 Added 21.63%
$70.4B
$94,000 0.05% of portfolio
674
Q4 2023 Reduced 6.91%
$130B
$84,000 0.05% of portfolio
211
Q2 2024 Added 90.09%
$83.4B
$66,000 0.04% of portfolio
56
Q4 2022 Added 180.0%
$33.5B
$78,000 0.04% of portfolio
665
Q1 2024 Added 392.59%
$245B
$62,000 0.04% of portfolio
1,000
Q4 2023 Reduced 37.5%
$14.7B
$67,000 0.04% of portfolio
171
Q4 2021 New
$95.5B
$70,000 0.04% of portfolio
470
Q1 2024 Reduced 29.85%
$66.2B
$64,000 0.04% of portfolio
521
Q4 2022 Added 37.11%
$86.2B
$75,000 0.04% of portfolio
1,675
Q3 2024 Reduced 29.47%
$43B
$70,000 0.04% of portfolio
1,230
Q2 2024 Reduced 0.24%
$26.7B
$76,000 0.04% of portfolio
639
Q2 2023 Reduced 48.43%
$26B
$46,000 0.03% of portfolio
1,158
Q2 2024 Reduced 0.26%
$55.6B
$57,000 0.03% of portfolio
1,860
Q3 2021 Added 27.4%
$29.3B
$54,000 0.03% of portfolio
250
Q4 2023 Reduced 37.5%
$15.9B
$47,000 0.03% of portfolio
650
Q1 2020 New
$26.1B
$52,000 0.03% of portfolio
738
Q4 2023 Reduced 37.46%
$76B
$47,000 0.03% of portfolio
140
Q3 2024 Added 976.92%
$20.6B
$44,000 0.03% of portfolio
570
Q3 2024 Reduced 62.5%
$67.5B
$41,000 0.02% of portfolio
13
Q4 2022 New
$13B
$42,000 0.02% of portfolio
780
Q4 2024 New
$34.2B
$28,000 0.02% of portfolio
313
Q1 2020 New
$235B
$28,000 0.02% of portfolio
292
Q4 2021 Reduced 13.86%
$177B
$38,000 0.02% of portfolio
200
Q2 2023 New
$63B
$28,000 0.02% of portfolio
100
Q4 2022 Reduced 44.44%
$12.9B
$33,000 0.02% of portfolio
431
Q1 2020 New
$17B
$29,000 0.02% of portfolio
800
Q2 2022 New
$37B
$36,000 0.02% of portfolio
1,200
Q2 2023 New
$1.39B
$30,000 0.02% of portfolio
500
Q2 2024 Added 4,900.0%
$50.1B
$42,000 0.02% of portfolio
1,199
Q3 2021 Added 23.61%
$102B
$40,000 0.02% of portfolio
24
Q4 2024 Added 4.35%
$156B
$39,000 0.02% of portfolio
1,055
Q4 2023 Added 358.7%
$24B
$17,000 0.01% of portfolio
150
Q1 2024 New
$50B
$16,000 0.01% of portfolio
106
Q4 2024 Added 49.3%
$10.2B
$18,000 0.01% of portfolio
17
Q4 2024 New
$51.8B
$13,000 0.01% of portfolio
100
Q4 2024 New
$113B
$10,000 0.01% of portfolio
98
Q1 2024 New
$32.9B
$10,000 0.01% of portfolio
50
Q1 2024 New
$30.7B
$9,000 0.01% of portfolio
35
Q4 2024 Reduced 72.0%
$16.9B
$18,000 0.01% of portfolio
40
Q1 2020 New
$37.1B
$22,000 0.01% of portfolio
295
Q2 2024 Reduced 9.23%
$13.6B
$11,000 0.01% of portfolio
90
Q1 2024 New
$113B
$26,000 0.01% of portfolio
295
Q1 2020 New
$45.5B
$13,000 0.01% of portfolio
245
Q1 2020 New
$38.4B
$20,000 0.01% of portfolio
110
Q1 2020 New

Summary

  • Portfolio
  • No. of Stocks 298
  • Current Value $175 Million
  • Prior Value $178 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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