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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
THG icon
301
Hanover Insurance
THG
$7.98B
$1.24M 0.11%
+6,774
New +$1.22M
SANM icon
302
Sanmina
SANM
$10.9B
$1.23M 0.11%
+8,213
New +$1.21M
AVPT icon
303
AvePoint
AVPT
$2.71B
$1.23M 0.11%
88,731
+8,128
+10% +$112K
ONON icon
304
On Holding
ONON
$12.5B
$1.23M 0.11%
+26,445
New +$1.14M
UFPI icon
305
UFP Industries
UFPI
$5.19B
$1.22M 0.11%
13,442
+2,641
+24% +$242K
PCRX icon
306
Pacira BioSciences
PCRX
$997M
$1.22M 0.11%
47,189
-9,242
-16% -$220K
CNS icon
307
Cohen & Steers
CNS
$4.3B
$1.21M 0.1%
+19,258
New +$1.25M
GTY
308
Getty Realty Corp
GTY
$2.07B
$1.19M 0.1%
43,654
+22,229
+104% +$614K
PVLA
309
Palvella Therapeutics
PVLA
$2.27B
$1.19M 0.1%
+11,385
New +$971K
MTH icon
310
Meritage Homes
MTH
$4.86B
$1.19M 0.1%
18,085
+5,925
+49% +$410K
NVMI
311
Nova
NVMI
$12.5B
$1.17M 0.1%
3,572
+1,047
+41% +$337K
CTRE icon
312
CareTrust REIT
CTRE
$9.74B
$1.17M 0.1%
+32,437
New +$1.16M
AXP icon
313
American Express
AXP
$230B
$1.17M 0.1%
+3,169
New +$1.13M
ENSG icon
314
The Ensign Group
ENSG
$10.7B
$1.17M 0.1%
6,730
-7,313
-52% -$1.31M
ALAB icon
315
Astera Labs
ALAB
$58B
$1.17M 0.1%
7,047
+982
+16% +$164K
AMSC icon
316
American Superconductor
AMSC
$1.59B
$1.17M 0.1%
40,687
-18,161
-31% -$785K
COGT icon
317
Cogent Biosciences
COGT
$7.24B
$1.16M 0.1%
+32,740
New +$920K
VREX icon
318
Varex Imaging
VREX
$523M
$1.16M 0.1%
99,810
+89,727
+890% +$1.05M
CMCO icon
319
Columbus McKinnon
CMCO
$584M
$1.16M 0.1%
67,336
+45,945
+215% +$737K
STXS icon
320
Stereotaxis
STXS
$141M
$1.16M 0.1%
504,506
+44,207
+10% +$118K
GOOG icon
321
Alphabet (Google) Class C
GOOG
$4.32T
$1.16M 0.1%
+3,681
New +$1.05M
GRAL
322
GRAIL Inc
GRAL
$3.1B
$1.15M 0.1%
+13,435
New +$1.16M
BJRI icon
323
BJ's Restaurants
BJRI
$1.48B
$1.15M 0.1%
+29,140
New +$1.04M
DAKT icon
324
Daktronics
DAKT
$1.04B
$1.14M 0.1%
+57,742
New +$1.1M
OZK icon
325
Bank OZK
OZK
$5.61B
$1.14M 0.1%
+24,679
New +$1.15M
11 12
13
14 15

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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.