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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72B
$87,000 0.05% of portfolio
375
Q1 2020 New
$184B
$79,000 0.05% of portfolio
179
Q4 2024 Reduced 8.21%
$393B
$87,000 0.05% of portfolio
523
Q3 2024 Added 21.63%
$73.5B
$94,000 0.05% of portfolio
674
Q4 2023 Reduced 6.91%
$129B
$84,000 0.05% of portfolio
211
Q2 2024 Added 90.09%
$89.4B
$66,000 0.04% of portfolio
56
Q4 2022 Added 180.0%
$35.8B
$78,000 0.04% of portfolio
665
Q1 2024 Added 392.59%
$261B
$62,000 0.04% of portfolio
1,000
Q4 2023 Reduced 37.5%
$16B
$67,000 0.04% of portfolio
171
Q4 2021 New
$98.5B
$70,000 0.04% of portfolio
470
Q1 2024 Reduced 29.85%
$66.3B
$64,000 0.04% of portfolio
521
Q4 2022 Added 37.11%
$88.7B
$75,000 0.04% of portfolio
1,675
Q3 2024 Reduced 29.47%
$44.9B
$70,000 0.04% of portfolio
1,230
Q2 2024 Reduced 0.24%
$0
$71,000 0.04% of portfolio
1,485
Q2 2024 Reduced 25.19%
$0
$64,000 0.04% of portfolio
1,600
Q4 2023 Reduced 48.39%
$25.5B
$76,000 0.04% of portfolio
639
Q2 2023 Reduced 48.43%
$0
$73,000 0.04% of portfolio
1,500
Q1 2020 Reduced 35.59%
$12.7B
$55,000 0.03% of portfolio
2,000
Q4 2023 Reduced 33.33%
$0
$58,000 0.03% of portfolio
1,450
Q3 2023 Added 400.0%
$24.8B
$46,000 0.03% of portfolio
1,158
Q2 2024 Reduced 0.26%
$0
$46,000 0.03% of portfolio
710
Q4 2024 Reduced 41.32%
$58.8B
$57,000 0.03% of portfolio
1,860
Q3 2021 Added 27.4%
$29.8B
$54,000 0.03% of portfolio
250
Q4 2023 Reduced 37.5%
$0
$45,000 0.03% of portfolio
350
Q4 2018 New
$0
$47,000 0.03% of portfolio
1,900
Q4 2023 New
$15.9B
$47,000 0.03% of portfolio
650
Q1 2020 New
$26.9B
$52,000 0.03% of portfolio
738
Q4 2023 Reduced 37.46%
$78.7B
$47,000 0.03% of portfolio
140
Q3 2024 Added 976.92%
$21.2B
$44,000 0.03% of portfolio
570
Q3 2024 Reduced 62.5%
$72.7B
$41,000 0.02% of portfolio
13
Q4 2022 New
$12.9B
$42,000 0.02% of portfolio
780
Q4 2024 New
$35.8B
$28,000 0.02% of portfolio
313
Q1 2020 New
$240B
$28,000 0.02% of portfolio
292
Q4 2021 Reduced 13.86%
$0
$32,000 0.02% of portfolio
250
Q4 2023 Reduced 16.67%
$177B
$38,000 0.02% of portfolio
200
Q2 2023 New
$63.5B
$28,000 0.02% of portfolio
100
Q4 2022 Reduced 44.44%
$12.4B
$33,000 0.02% of portfolio
431
Q1 2020 New
$0
$33,000 0.02% of portfolio
500
Q2 2021 Reduced 33.33%
$0
$27,000 0.02% of portfolio
525
Q2 2023 Reduced 65.57%
$0
$31,000 0.02% of portfolio
1,311
Q4 2024 Added 164.31%
$0
$27,000 0.02% of portfolio
1,298
Q4 2021 Reduced 3.71%
$0
$31,000 0.02% of portfolio
236
Q3 2024 Added 73.53%
$16.6B
$29,000 0.02% of portfolio
800
Q2 2022 New
$36.8B
$36,000 0.02% of portfolio
1,200
Q2 2023 New
$0
$42,000 0.02% of portfolio
1,182
Q4 2018 New
$1.41B
$30,000 0.02% of portfolio
500
Q2 2024 Added 4,900.0%
$0
$27,000 0.02% of portfolio
500
Q4 2024 New
$0
$27,000 0.02% of portfolio
883
Q3 2021 New
$52.7B
$42,000 0.02% of portfolio
1,199
Q3 2021 Added 23.61%

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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