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
$112B
$23,000 0.01% of portfolio
280
Q4 2024 Added 21.74%
$106B
$19,000 0.01% of portfolio
180
Q1 2024 New
$24.5B
$12,000 0.01% of portfolio
7
Q1 2020 New
$87.9B
$16,000 0.01% of portfolio
54
Q2 2024 Added 80.0%
$16B
$11,000 0.01% of portfolio
90
Q4 2023 New
$78.1B
$19,000 0.01% of portfolio
110
Q4 2018 New
$4.06B
$11,000 0.01% of portfolio
400
Q1 2024 New
$8.12B
$11,000 0.01% of portfolio
270
Q4 2024 New
$41B
$16,000 0.01% of portfolio
112
Q4 2024 Added 21.74%
$55.2B
$25,000 0.01% of portfolio
150
Q4 2018 New
$18B
$10,000 0.01% of portfolio
47
Q4 2024 Added 27.03%
$140B
$26,000 0.01% of portfolio
111
Q1 2020 New
$58.6B
$18,000 0.01% of portfolio
161
Q4 2022 New
$59.9B
$22,000 0.01% of portfolio
582
Q3 2024 Reduced 41.97%
$21.6B
$13,000 0.01% of portfolio
225
Q1 2024 New
$40.3B
$23,000 0.01% of portfolio
250
Q2 2024 Reduced 60.0%
$89.7B
$11,000 0.01% of portfolio
25
Q1 2020 New
$334B
$16,000 0.01% of portfolio
50
Q2 2024 Reduced 98.98%
$2.88B
$2,000 0.0% of portfolio
400
Q4 2024 New
$38.3B
$3,000 0.0% of portfolio
35
Q2 2024 Reduced 99.25%
$49.7B
$1,000 0.0% of portfolio
11
Q3 2024 New
$32.4B
$8,000 0.0% of portfolio
60
Q3 2021 New
$19.7B
$5,000 0.0% of portfolio
110
Q3 2024 Added 120.0%
$73.3B
$5,000 0.0% of portfolio
64
Q4 2019 New
$373B
$6,000 0.0% of portfolio
145
Q4 2023 Reduced 99.66%
$45.6B
$2,000 0.0% of portfolio
55
Q4 2024 New
$161B
$2,000 0.0% of portfolio
17
Q4 2024 Reduced 83.33%
$147B
$2,000 0.0% of portfolio
10
Q1 2023 Reduced 90.29%
$47.4B
$2,000 0.0% of portfolio
30
Q2 2024 New
-
$0 0.0% of portfolio
-
Q4 2023 Reduced 39.2%
$236B
$8,000 0.0% of portfolio
100
Q1 2024 New
$1.59B
$8,000 0.0% of portfolio
600
Q1 2020 Reduced 14.29%
$83.5B
$7,000 0.0% of portfolio
15
Q1 2024 New
$74.6B
$1,000 0.0% of portfolio
20
Q4 2024 New
$33.4B
$8,000 0.0% of portfolio
225
Q2 2022 Reduced 47.06%
$199B
$6,000 0.0% of portfolio
80
Q1 2024 New
$0
$0 0.0% of portfolio
36,055
Q4 2024 New
$4.68B
$3,000 0.0% of portfolio
30
Q4 2024 New
$288M
$0 0.0% of portfolio
-
Q4 2024 Reduced 5.25%
$25.2B
$2,000 0.0% of portfolio
100
Q4 2023 Reduced 47.37%
$173B
$6,000 0.0% of portfolio
99
Q3 2021 New
$6.38B
$6,000 0.0% of portfolio
58
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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