Legacy Bridge, LLC — 13F holdings

Legacy Bridge, LLC reported 322 holdings worth $324M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. GEV GE VERNOVA INC — $13.3M (4.1%)
2. STRL STERLING INFRASTRUCTURE INC — $12.3M (3.8%)
3. NVDA NVIDIA CORPORATION — $11.8M (3.6%)
4. CAT CATERPILLAR INC — $8.18M (2.5%)
5. AVGO BROADCOM INC — $7.71M (2.4%)
6. MU MICRON TECHNOLOGY INC — $7.43M (2.3%)
7. PLTR PALANTIR TECHNOLOGIES INC — $7.05M (2.2%)
8. ANET ARISTA NETWORKS INC — $6.72M (2.1%)
9. VRT VERTIV HOLDINGS CO — $6.72M (2.1%)
10. CLS CELESTICA INC — $6.45M (2.0%)