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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
KMT icon
326
Kennametal
KMT
$2.52B
$1.13M 0.1%
39,626
+6,149
+18% +$157K
BRZE icon
327
Braze
BRZE
$2.99B
$1.12M 0.1%
+32,750
New +$970K
AMBA icon
328
Ambarella
AMBA
$3.81B
$1.11M 0.1%
15,720
+1,440
+10% +$116K
EVTC icon
329
Evertec
EVTC
$1.78B
$1.11M 0.1%
38,095
+15,854
+71% +$471K
GFF icon
330
Griffon
GFF
$4.86B
$1.11M 0.1%
15,041
+1,378
+10% +$102K
BROS icon
331
Dutch Bros
BROS
$9.26B
$1.11M 0.1%
+18,080
New +$1.03M
SPSC icon
332
SPS Commerce
SPSC
$2.64B
$1.1M 0.09%
12,373
+4,929
+66% +$457K
RDVT icon
333
Red Violet
RDVT
$924M
$1.1M 0.09%
19,360
+1,696
+10% +$92K
PLNT icon
334
Planet Fitness
PLNT
$3.78B
$1.1M 0.09%
+10,155
New +$1.05M
PRI icon
335
Primerica
PRI
$9.89B
$1.09M 0.09%
+4,212
New +$1.1M
SRCE icon
336
1st Source
SRCE
$2.12B
$1.08M 0.09%
17,240
-4,056
-19% -$251K
AMP icon
337
Ameriprise Financial
AMP
$48.8B
$1.08M 0.09%
+2,195
New +$1.04M
LXP icon
338
LXP Industrial Trust
LXP
$3.57B
$1.08M 0.09%
+21,703
New +$1.04M
NYAX
339
Nayax
NYAX
$2.58B
$1.07M 0.09%
+21,185
New +$957K
NPCE icon
340
Neuropace
NPCE
$506M
$1.07M 0.09%
69,165
+6,120
+10% +$81.8K
AIT icon
341
Applied Industrial Technologies
AIT
$13.3B
$1.06M 0.09%
4,135
+1,265
+44% +$324K
URBN icon
342
Urban Outfitters
URBN
$6.59B
$1.06M 0.09%
+14,074
New +$996K
HAE icon
343
Haemonetics
HAE
$4B
$1.06M 0.09%
+13,194
New +$886K
FBK icon
344
FB Financial Corp
FBK
$3.04B
$1.06M 0.09%
+18,939
New +$1.06M
PSTL
345
Postal Realty Trust
PSTL
$699M
$1.05M 0.09%
+65,030
New +$1,000K
CPRI icon
346
Capri Holdings
CPRI
$1.74B
$1.04M 0.09%
42,728
-3,397
-7% -$78.6K
LQDT icon
347
Liquidity Services
LQDT
$1.32B
$1.04M 0.09%
34,332
+3,012
+10% +$80.9K
ECG
348
Everus Construction Group
ECG
$6.99B
$1.04M 0.09%
12,161
+1,095
+10% +$98K
OSG
349
Octave Specialty Group
OSG
$222M
$1.03M 0.09%
+132,620
New +$1.13M
BVS icon
350
Bioventus
BVS
$1.19B
$1.02M 0.09%
137,562
+125,525
+1,043% +$902K
12 13
14
15 16

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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.