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LCM

Legato Capital Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 82.36%
This Fund
S&P 500
This Quarter Est. Return
+16.16%
1 Year Est. Return
+82.36%
3 Year Est. Return
+243.02%
5 Year Est. Return
+342.37%
10 Year Est. Return
+764.01%
AUM
$918M
AUM Growth
+$78.7M
Cap. Flow
-$9.19M
Cap. Flow %
-1%
Top 10 Hldgs %
12.06%
Holding
631
New
69
Increased
135
Reduced
112
Closed
73

Top Buys

Rank Stock Value
1
VC icon
Visteon
VC
+$2.62M
2
SYM icon
Symbotic
SYM
+$2.58M
3
CLMB icon
Climb Global Solutions
CLMB
+$2.58M
4
ADBE icon
Adobe
ADBE
+$1.81M
5
ROAD icon
Construction Partners
ROAD
+$1.77M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$3.62M
2
VRNA
Verona Pharma
VRNA
+$3.24M
3
SHO icon
Sunstone Hotel Investors
SHO
+$2.69M
4
BAC icon
Bank of America
BAC
+$2.21M
5
AMGN icon
Amgen
AMGN
+$2.19M

Sector Composition

Rank Sector Weight
1 Technology 27.75%
2 Industrials 21.67%
3 Healthcare 15.84%
4 Consumer Discretionary 10.72%
5 Financials 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RMBS icon
226
Rambus
RMBS
$10.7B
$1.3M 0.14%
+12,451
New +$960K
GMED icon
227
Globus Medical
GMED
$11.4B
$1.3M 0.14%
22,633
– –
FTAI icon
228
FTAI Aviation
FTAI
$22.3B
$1.29M 0.14%
7,757
– –
LSCC icon
229
Lattice Semiconductor
LSCC
$18.6B
$1.29M 0.14%
17,627
+3,160
+22% +$192K
NVRI icon
230
Enviri
NVRI
$623M
$1.29M 0.14%
101,692
– –
LAD icon
231
Lithia Motors
LAD
$8.23B
$1.29M 0.14%
4,078
– –
TTI icon
232
TETRA Technologies
TTI
$1.27B
$1.29M 0.14%
223,846
– –
PENG
233
Penguin Solutions Inc
PENG
$2.92B
$1.28M 0.14%
48,553
– –
JBTM
234
JBT Marel
JBTM
$6.24B
$1.27M 0.14%
9,040
+5,690
+170% +$778K
BBNX
235
Beta Bionics
BBNX
$737M
$1.26M 0.14%
+63,625
New +$1.12M
PLOW icon
236
Douglas Dynamics
PLOW
$1.01B
$1.26M 0.14%
40,266
-8,923
-18% -$279K
PI icon
237
Impinj
PI
$5.45B
$1.25M 0.14%
6,940
-1,705
-20% -$269K
MASS icon
238
908 Devices
MASS
$372M
$1.24M 0.14%
142,055
– –
BMI icon
239
Badger Meter
BMI
$3.98B
$1.23M 0.13%
6,865
+2,062
+43% +$406K
AVPT icon
240
AvePoint
AVPT
$2.75B
$1.21M 0.13%
80,603
– –
EXLS icon
241
EXL Service
EXLS
$5.34B
$1.21M 0.13%
27,395
-13,615
-33% -$590K
DFIN icon
242
Donnelley Financial Solutions
DFIN
$1.16B
$1.2M 0.13%
23,385
+4,020
+21% +$229K
MP icon
243
MP Materials
MP
$9.73B
$1.2M 0.13%
17,915
-10,395
-37% -$654K
ONTO icon
244
Onto Innovation
ONTO
$14.7B
$1.2M 0.13%
9,278
+5,067
+120% +$542K
OLLI icon
245
Ollie's Bargain Outlet
OLLI
$4.83B
$1.2M 0.13%
9,319
-8,615
-48% -$1.14M
ALAB icon
246
Astera Labs
ALAB
$56.5B
$1.19M 0.13%
6,065
-4,743
-44% -$780K
TMDX icon
247
Transmedics
TMDX
$2.96B
$1.19M 0.13%
10,565
+3,905
+59% +$457K
MC icon
248
Moelis & Co
MC
$4.77B
$1.18M 0.13%
16,590
+11,043
+199% +$788K
LMAT icon
249
LeMaitre Vascular
LMAT
$1.86B
$1.18M 0.13%
13,519
– –
AMBA icon
250
Ambarella
AMBA
$3.68B
$1.18M 0.13%
14,280
– –
8 9
10
11 12

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Legato Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Legato Capital Management held 631 positions worth $918M, up 9.4% from $839M the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Legato Capital Management's Q3 2025 filing shows 69 new, 135 increased, 112 reduced and 73 closed positions. Its largest new stake was Visteon: 22,225 shares worth $2.66M. The largest sale was Broadcom, an estimated $3.62M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 28% a quarter earlier, followed by Industrials and Healthcare.

  • Legato Capital Management's largest Q3 2025 buy was Visteon: 22,225 shares worth $2.66M.
  • Legato Capital Management added most to Construction Partners in Q3 2025, an estimated $1.77M increase.
  • Legato Capital Management's biggest Q3 2025 reduction was Broadcom, cutting an estimated $3.62M.
  • Legato Capital Management fully exited Verona Pharma in Q3 2025, selling an estimated $3.24M.
  • Legato Capital Management's ten largest holdings make up 12% of its $918M portfolio in Q3 2025.
  • Legato Capital Management opened 69 new positions and closed 73 in Q3 2025.
  • Legato Capital Management's portfolio value rose 9.4% quarter-over-quarter to $918M.

Based on Legato Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.