We are live on ! Find out more
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
SYF icon
376
Synchrony
SYF
$25.6B
$929K 0.08%
+11,134
New +$851K
PRGS icon
377
Progress Software
PRGS
$1.76B
$911K 0.08%
+21,201
New +$924K
SYK icon
378
Stryker
SYK
$130B
$907K 0.08%
2,580
-6,107
-70% -$2.23M
VMC icon
379
Vulcan Materials
VMC
$36.9B
$903K 0.08%
3,165
– –
CTSH icon
380
Cognizant
CTSH
$26B
$901K 0.08%
10,851
– –
APO icon
381
Apollo Global Management
APO
$73.4B
$900K 0.08%
+6,215
New +$825K
CAC icon
382
Camden National
CAC
$976M
$899K 0.08%
20,713
+8,809
+74% +$355K
INVE icon
383
Identive
INVE
$61.9M
$899K 0.08%
233,991
+114,600
+96% +$414K
INDB icon
384
Independent Bank
INDB
$3.97B
$884K 0.08%
12,093
-22,130
-65% -$1.57M
WMB icon
385
Williams Companies
WMB
$86.1B
$877K 0.08%
+14,595
New +$882K
UPWK icon
386
Upwork
UPWK
$1.19B
$873K 0.08%
44,068
+3,900
+10% +$71.5K
ONT
387
Onterris Inc
ONT
$580M
$873K 0.08%
35,151
-22,322
-39% -$590K
LZ icon
388
LegalZoom.com
LZ
$988M
$865K 0.07%
87,095
+8,023
+10% +$79.5K
VST icon
389
Vistra
VST
$47.4B
$864K 0.07%
+5,354
New +$975K
DERM icon
390
Journey Medical
DERM
$177M
$861K 0.07%
111,695
+9,799
+10% +$76.8K
GILD icon
391
Gilead Sciences
GILD
$165B
$861K 0.07%
+7,016
New +$853K
WERN icon
392
Werner Enterprises
WERN
$2.25B
$860K 0.07%
28,652
-2,872
-9% -$78.9K
ICFI icon
393
ICF International
ICFI
$1.72B
$858K 0.07%
+10,054
New +$853K
PARR icon
394
Par Pacific Holdings
PARR
$3.32B
$856K 0.07%
24,355
+6,490
+36% +$258K
INFU icon
395
InfuSystem Holdings
INFU
$249M
$853K 0.07%
95,095
+8,350
+10% +$79.9K
M icon
396
Macy's
M
$6.68B
$852K 0.07%
+38,630
New +$791K
CAMT icon
397
Camtek
CAMT
$7.25B
$851K 0.07%
+8,005
New +$899K
IRMD icon
398
iRadimed
IRMD
$1.18B
$844K 0.07%
8,677
-4,123
-32% -$354K
GSBC icon
399
Great Southern Bancorp
GSBC
$878M
$844K 0.07%
13,706
-9,636
-41% -$579K
LBRT icon
400
Liberty Energy
LBRT
$3.25B
$842K 0.07%
+45,627
New +$762K
14 15
16
17 18

Similar funds

VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
FCCPG
FountainVest China Capital Partners GP3 Grand Cayman, Cayman Islands $1.2B AUM 6.95% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return

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.