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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
SAFT icon
276
Safety Insurance
SAFT
$1.52B
$1.37M 0.12%
17,552
+13,549
+338% +$1M
DOCN icon
277
DigitalOcean
DOCN
$14.6B
$1.37M 0.12%
+28,370
New +$1.25M
LITE icon
278
Lumentum
LITE
$69.3B
$1.35M 0.12%
3,670
-3,390
-48% -$871K
KRMN
279
Karman Holdings
KRMN
$7.72B
$1.35M 0.12%
18,445
+4,400
+31% +$319K
AJG icon
280
Arthur J. Gallagher & Co
AJG
$63.6B
$1.35M 0.12%
5,210
– –
TTMI icon
281
TTM Technologies
TTMI
$14.5B
$1.34M 0.12%
19,405
-595
-3% -$38.8K
MXL icon
282
MaxLinear
MXL
$6.8B
$1.34M 0.12%
76,754
-6,528
-8% -$106K
ARQT icon
283
Arcutis Biotherapeutics
ARQT
$3.18B
$1.34M 0.12%
46,028
-10,689
-19% -$274K
MP icon
284
MP Materials
MP
$9.1B
$1.34M 0.11%
26,430
+8,515
+48% +$540K
WGS icon
285
GeneDx Holdings
WGS
$2.3B
$1.33M 0.11%
10,240
+440
+4% +$60.4K
LAW icon
286
CS Disco
LAW
$279M
$1.33M 0.11%
171,313
+42,198
+33% +$298K
TXN icon
287
Texas Instruments
TXN
$261B
$1.33M 0.11%
7,652
– –
W icon
288
Wayfair
W
$14.6B
$1.33M 0.11%
+13,215
New +$1.27M
AXGN icon
289
Axogen
AXGN
$2.5B
$1.32M 0.11%
+40,435
New +$994K
PI icon
290
Impinj
PI
$5.6B
$1.32M 0.11%
7,600
+660
+10% +$118K
ORA icon
291
Ormat Technologies
ORA
$6.65B
$1.32M 0.11%
+11,936
New +$1.31M
ALNT icon
292
Allient
ALNT
$1.92B
$1.29M 0.11%
+23,997
New +$1.26M
SPRY icon
293
ARS Pharmaceuticals
SPRY
$612M
$1.27M 0.11%
109,095
+69,685
+177% +$678K
OUST icon
294
Ouster
OUST
$2.92B
$1.27M 0.11%
58,638
+5,166
+10% +$136K
GLDD
295
DELISTED
Great Lakes Dredge & Dock
GLDD
$1.27M 0.11%
96,684
+8,461
+10% +$104K
ABT icon
296
Abbott
ABT
$187B
$1.26M 0.11%
10,071
– –
VERA icon
297
Vera Therapeutics
VERA
$2.36B
$1.25M 0.11%
+24,704
New +$877K
DFIN icon
298
Donnelley Financial Solutions
DFIN
$1.16B
$1.25M 0.11%
26,785
+3,400
+15% +$164K
ACIW icon
299
ACI Worldwide
ACIW
$5.42B
$1.25M 0.11%
26,121
-9,631
-27% -$467K
RAIL icon
300
FreightCar America
RAIL
$260M
$1.24M 0.11%
111,946
+52,469
+88% +$482K
10 11
12
13 14

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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.