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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
+7.8%
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
$1.16B
AUM Growth
+$244M
Cap. Flow
+$210M
Cap. Flow %
18.04%
Top 10 Hldgs %
10.81%
Holding
838
New
280
Increased
255
Reduced
162
Closed
88

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$7.44M
2
AAPL icon
Apple
AAPL
+$6.65M
3
AVGO icon
Broadcom
AVGO
+$5.66M
4
NVDA icon
NVIDIA
NVDA
+$4.24M
5
ORCL icon
Oracle
ORCL
+$3.82M

Top Sells

Rank Stock Value
1
AGX icon
Argan
AGX
+$6.75M
2
ADSK icon
Autodesk
ADSK
+$3.77M
3
REVG
REV Group
REVG
+$3.27M
4
AMT icon
American Tower
AMT
+$2.75M
5
WDAY icon
Workday
WDAY
+$2.62M

Sector Composition

Rank Sector Weight
1 Technology 25.11%
2 Industrials 18.83%
3 Healthcare 17.72%
4 Financials 13.81%
5 Consumer Discretionary 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XZO
251
Exzeo Group
XZO
$1.44B
$1.48M 0.13%
+60,828
New +$1.16M
INTU icon
252
Intuit
INTU
$90.6B
$1.46M 0.13%
+2,211
New +$1.46M
MMS icon
253
Maximus
MMS
$2.97B
$1.46M 0.13%
16,952
-15,896
-48% -$1.36M
RSI icon
254
Rush Street Interactive
RSI
$2.87B
$1.46M 0.13%
74,959
-70,823
-49% -$1.31M
TARS icon
255
Tarsus Pharmaceuticals
TARS
$2.89B
$1.45M 0.13%
17,755
+9,760
+122% +$729K
WAL icon
256
Western Alliance Bancorporation
WAL
$8.76B
$1.44M 0.12%
17,186
+754
+5% +$61.2K
LASR icon
257
nLIGHT
LASR
$2.97B
$1.44M 0.12%
38,475
+17,580
+84% +$587K
ORN icon
258
Orion Group Holdings
ORN
$407M
$1.44M 0.12%
145,050
+55,521
+62% +$538K
THFF icon
259
First Financial Corp
THFF
$963M
$1.44M 0.12%
23,862
-11,011
-32% -$634K
ABVX
260
Abivax
ABVX
$11.3B
$1.44M 0.12%
10,648
+8,094
+317% +$883K
XMTR icon
261
Xometry
XMTR
$5.28B
$1.43M 0.12%
24,055
+3,780
+19% +$213K
AIP icon
262
Arteris
AIP
$1.33B
$1.43M 0.12%
92,273
+8,095
+10% +$117K
EMR icon
263
Emerson Electric
EMR
$88.5B
$1.43M 0.12%
10,767
– –
INVA icon
264
Innoviva
INVA
$1.49B
$1.42M 0.12%
+71,269
New +$1.39M
ATEN icon
265
A10 Networks
ATEN
$2.06B
$1.42M 0.12%
80,115
+4,480
+6% +$79.4K
EYE icon
266
National Vision
EYE
$1.79B
$1.4M 0.12%
54,400
+21,345
+65% +$574K
ONTO icon
267
Onto Innovation
ONTO
$14.7B
$1.4M 0.12%
8,893
-385
-4% -$54.7K
CALX icon
268
Calix
CALX
$2.45B
$1.4M 0.12%
26,410
+10,685
+68% +$622K
LSTR icon
269
Landstar System
LSTR
$6.16B
$1.4M 0.12%
9,725
+3,156
+48% +$420K
III icon
270
Information Services Group
III
$252M
$1.4M 0.12%
241,463
+199,490
+475% +$1.12M
TEL icon
271
TE Connectivity
TEL
$62.4B
$1.39M 0.12%
6,122
– –
BNL icon
272
Broadstone Net Lease
BNL
$3.95B
$1.39M 0.12%
79,813
-21,645
-21% -$390K
ALG icon
273
Alamo Group
ALG
$2.04B
$1.39M 0.12%
8,258
+3,701
+81% +$644K
CCB icon
274
Coastal Financial
CCB
$723M
$1.38M 0.12%
12,070
+3,970
+49% +$433K
CPRX
275
DELISTED
Catalyst Pharmaceutical
CPRX
$1.37M 0.12%
58,746
+10,488
+22% +$234K
9 10
11
12 13

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Legato Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Legato Capital Management held 838 positions worth $1.16B, up 27% from $918M the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Legato Capital Management deployed $210M of net new capital in Q4 2025, opening 280 new positions and adding to 255 existing holdings. Its largest new stake was Oracle: 16,063 shares worth $3.13M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 28% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Argan, an estimated $6.75M trimmed.

  • Legato Capital Management's largest Q4 2025 buy was Oracle: 16,063 shares worth $3.13M.
  • Legato Capital Management added most to Microsoft in Q4 2025, an estimated $7.44M increase.
  • Legato Capital Management's biggest Q4 2025 reduction was Argan, cutting an estimated $6.75M.
  • Legato Capital Management fully exited REV Group in Q4 2025, selling an estimated $3.27M.
  • Legato Capital Management's ten largest holdings make up 11% of its $1.16B portfolio in Q4 2025.
  • Legato Capital Management opened 280 new positions and closed 88 in Q4 2025.
  • Legato Capital Management's portfolio value rose 27% quarter-over-quarter to $1.16B.

Based on Legato Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.