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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
(+27%)
Cap. Flow
+$210M
Cap. Flow
% of AUM
18.04%
Top 10 Holdings %
Top 10 Hldgs %
10.81%
Holding
838
New
280
Increased
255
Reduced
162
Closed
88
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$7.44M |
| 2 |
Apple
AAPL
|
+$6.65M |
| 3 |
Broadcom
AVGO
|
+$5.66M |
| 4 |
NVIDIA
NVDA
|
+$4.24M |
| 5 |
Oracle
ORCL
|
+$3.82M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Argan
AGX
|
+$6.75M |
| 2 |
Autodesk
ADSK
|
+$3.77M |
| 3 |
REVG
REV Group
REVG
|
+$3.27M |
| 4 |
American Tower
AMT
|
+$2.75M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
351
Apogee Therapeutics
APGE
$10.2B
| $1.02M | 0.09% |
+13,551
| New | +$854K |
|
352
Ziff Davis
ZD
$1.99B
| $1.02M | 0.09% |
29,055
+7,254
| +33% | +$253K |
|
353
Powell Industries
POWL
$7.57B
| $1.02M | 0.09% |
9,600
+2,775
| +41% | +$312K |
|
354
Park Aerospace
PKE
$806M
| $1.02M | 0.09% |
47,620
+4,204
| +10% | +$83.8K |
|
355
Astec Industries
ASTE
$999M
| $1.01M | 0.09% |
23,425
-30,976
| -57% | -$1.41M |
|
356
Cathay General Bancorp
CATY
$4.21B
| $1.01M | 0.09% |
20,961
-21,818
| -51% | -$1.05M |
|
357
Crane Co
CR
$12.7B
| $1M | 0.09% |
5,440
+1,591
| +41% | +$295K |
|
|
SEI
358
Solaris Energy Infrastructure
SEI
$3.94B
| $999K | 0.09% |
+21,735
| New | +$1.05M |
|
359
S&T Bancorp
STBA
$1.78B
| $993K | 0.09% |
25,240
+2,269
| +10% | +$87.6K |
|
360
State Street
STT
$51B
| $991K | 0.09% |
+7,679
| New | +$920K |
|
361
Harmony Biosciences
HRMY
$2.28B
| $988K | 0.09% |
26,391
-25,024
| -49% | -$823K |
|
362
Pediatrix Medical
MD
$2.12B
| $987K | 0.09% |
46,148
-16,331
| -26% | -$335K |
|
363
Hancock Whitney
HWC
$6.21B
| $986K | 0.08% |
+15,482
| New | +$940K |
|
364
Roivant Sciences
ROIV
$25.9B
| $984K | 0.08% |
45,340
+13,135
| +41% | +$259K |
|
|
TERN
365
DELISTED
Terns Pharmaceuticals
TERN
| $968K | 0.08% |
+23,961
| New | +$554K |
|
366
Radcom
RDCM
$167M
| $966K | 0.08% |
73,866
+6,476
| +10% | +$86.7K |
|
367
Amerant Bancorp
AMTB
$1.12B
| $964K | 0.08% |
+49,427
| New | +$920K |
|
368
Joby Aviation
JOBY
$8.55B
| $957K | 0.08% |
72,534
+30,730
| +74% | +$472K |
|
369
Paymentus
PAY
$4.88B
| $956K | 0.08% |
30,265
-21,602
| -42% | -$705K |
|
370
Ceragon Networks
CRNT
$195M
| $945K | 0.08% |
449,930
+39,569
| +10% | +$88.3K |
|
371
WD-40
WDFC
$3.13B
| $939K | 0.08% |
4,771
+2,313
| +94% | +$456K |
|
372
MarketAxess Holdings
MKTX
$5.72B
| $937K | 0.08% |
+5,168
| New | +$882K |
|
373
Cognex
CGNX
$10.9B
| $932K | 0.08% |
25,916
+10,069
| +64% | +$408K |
|
374
Clear Secure
YOU
$5.28B
| $930K | 0.08% |
26,523
+16,232
| +158% | +$553K |
|
375
Uranium Energy
UEC
$5.62B
| $929K | 0.08% |
79,567
+23,421
| +42% | +$307K |
|
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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.