Legend Capital Advisors LLC 13F Holdings · Q2 2026
Legend Capital Advisors LLC reported 62 securities worth $183.78M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SNOW (34.81%), NU (10.13%), META (8.44%). Among its top 25 positions this quarter: 11 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNOW | SNOWFLAKE INC | $64.0M | 34.81% | 251,390 | Trimmed |
| 2 | NU | NU HLDGS LTD | $18.6M | 10.13% | 1.4M | Hold |
| 3 | META | META PLATFORMS INC | $15.5M | 8.44% | 27,535 | Hold |
| 4 | GOOGL | ALPHABET INC | $9.2M | 5.01% | 25,754 | Added |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $7.3M | 3.96% | 12,533 | Added |
| 6 | TSLA | TESLA INC | $5.9M | 3.24% | 14,136 | Trimmed |
| 7 | AAPL | APPLE INC | $5.7M | 3.11% | 19,780 | Added |
| 8 | WBD | WARNER BROS DISCOVERY INC | $4.7M | 2.56% | 176,400 | Hold |
| 9 | NVDA | NVIDIA CORPORATION | $4.4M | 2.39% | 21,971 | Added |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | $3.5M | 1.88% | 4,539 | Added |
| 11 | AMZN | AMAZON COM INC | $3.4M | 1.84% | 14,191 | Added |
| 12 | GOOG | ALPHABET INC | $3.2M | 1.73% | 8,994 | Added |
| 13 | LLY | ELI LILLY & CO | $3.0M | 1.64% | 2,518 | Added |
| 14 | PANW | PALO ALTO NETWORKS INC | $2.9M | 1.58% | 8,513 | Added |
| 15 | TMC | TMC THE METALS COMPANY INC | $2.7M | 1.48% | 613,294 | Trimmed |
| 16 | BEN | FRANKLIN RESOURCES INC | $2.2M | 1.22% | 67,195 | Hold |
| 17 | MSFT | MICROSOFT CORP | $2.2M | 1.22% | 6,029 | Hold |
| 18 | XOM | EXXON MOBIL CORP | $1.4M | 0.76% | 10,150 | Trimmed |
| 19 | TU | TELUS CORPORATION | $1.4M | 0.74% | 65,982 | Trimmed |
| 20 | SDY | SPDR SERIES TRUST | $1.3M | 0.71% | 8,634 | Trimmed |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC | $1.2M | 0.65% | 10,300 | Hold |
| 22 | FIGR | FIGURE TECHNOLOGY SOLUTIO | $1.1M | 0.62% | 36,910 | Added |
| 23 | UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.61% | 2,676 | Added |
| 24 | SPY | SPDR S&P 500 ETF TR | $1.0M | 0.56% | 1,380 | Hold |
| 25 | IVW | ISHARES TR | $965,461 | 0.53% | 7,020 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR