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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
WGS icon
276
GeneDx Holdings
WGS
$2.31B
$1.06M 0.12%
9,800
-935
-9% -$102K
ANGO icon
277
AngioDynamics
ANGO
$652M
$1.05M 0.11%
94,378
+25,619
+37% +$247K
MD icon
278
Pediatrix Medical
MD
$2.12B
$1.05M 0.11%
62,479
+24,089
+63% +$361K
OSPN icon
279
OneSpan
OSPN
$617M
$1.04M 0.11%
65,717
– –
WTTR icon
280
Select Water Solutions
WTTR
$2.69B
$1.04M 0.11%
97,358
+1,587
+2% +$14.5K
GFF icon
281
Griffon
GFF
$4.73B
$1.04M 0.11%
13,663
– –
KLIC icon
282
Kulicke & Soffa
KLIC
$4.58B
$1.04M 0.11%
25,555
– –
CNMD icon
283
CONMED
CNMD
$1.49B
$1.03M 0.11%
21,945
-3,271
-13% -$170K
FFIN icon
284
First Financial Bankshares
FFIN
$4.95B
$1.02M 0.11%
30,440
– –
RKLB icon
285
Rocket Lab Corp
RKLB
$50.5B
$1.02M 0.11%
21,333
-1,057
-5% -$47.9K
PRGO icon
286
Perrigo
PRGO
$1.72B
$1.02M 0.11%
45,847
-4,462
-9% -$109K
PZZA icon
287
Papa John's
PZZA
$783M
$1.02M 0.11%
21,203
-13,708
-39% -$635K
SMWB icon
288
Similarweb
SMWB
$650M
$1.02M 0.11%
109,711
+31,895
+41% +$286K
LENZ
289
LENZ Therapeutics
LENZ
$169M
$1.02M 0.11%
21,870
+12,570
+135% +$462K
FHI icon
290
Federated Hermes
FHI
$4.76B
$1.01M 0.11%
19,530
+2,947
+18% +$149K
KRMN
291
Karman Holdings
KRMN
$8.19B
$1.01M 0.11%
14,045
+6,540
+87% +$359K
UFPI icon
292
UFP Industries
UFPI
$5.03B
$1.01M 0.11%
10,801
– –
USPH icon
293
US Physical Therapy
USPH
$1.22B
$1M 0.11%
11,810
– –
ADUS icon
294
Addus HomeCare
ADUS
$2.23B
$1M 0.11%
8,485
– –
AIR icon
295
AAR Corp
AIR
$5.83B
$984K 0.11%
+10,972
New +$835K
RDCM icon
296
Radcom
RDCM
$167M
$976K 0.11%
67,390
– –
VMC icon
297
Vulcan Materials
VMC
$36.9B
$974K 0.11%
3,165
– –
CYTK icon
298
Cytokinetics
CYTK
$10.4B
$967K 0.11%
+17,603
New +$725K
CALX icon
299
Calix
CALX
$2.45B
$965K 0.11%
15,725
+8,675
+123% +$500K
EYE icon
300
National Vision
EYE
$1.79B
$965K 0.11%
33,055
-31,205
-49% -$766K
10 11
12
13 14

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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.