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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
PEP icon
426
PepsiCo
PEP
$188B
$757K 0.07%
+5,276
New +$775K
GKOS icon
427
Glaukos
GKOS
$10.8B
$756K 0.07%
+6,700
New +$640K
URI icon
428
United Rentals
URI
$72B
$756K 0.07%
+934
New +$811K
CRBG icon
429
Corebridge Financial
CRBG
$15.4B
$755K 0.07%
+25,038
New +$770K
DGII icon
430
Digi International
DGII
$3.14B
$755K 0.07%
17,436
+11,276
+183% +$452K
MMM icon
431
3M
MMM
$93.5B
$753K 0.06%
+4,704
New +$769K
ABM icon
432
ABM Industries
ABM
$2.81B
$752K 0.06%
+17,782
New +$781K
FULC icon
433
Fulcrum Therapeutics
FULC
$289M
$750K 0.06%
+66,347
New +$675K
CURI icon
434
CuriosityStream
CURI
$160M
$750K 0.06%
197,261
+17,423
+10% +$77.6K
WSM icon
435
Williams-Sonoma
WSM
$29.7B
$749K 0.06%
+4,194
New +$786K
CRNX icon
436
Crinetics Pharmaceuticals
CRNX
$8.93B
$746K 0.06%
16,035
+10,350
+182% +$461K
NXRT
437
NexPoint Residential Trust
NXRT
$647M
$742K 0.06%
+24,657
New +$756K
KYMR icon
438
Kymera Therapeutics
KYMR
$8.91B
$742K 0.06%
9,534
+2,751
+41% +$186K
EYPT icon
439
EyePoint Inc
EYPT
$1.17B
$739K 0.06%
40,431
+3,426
+9% +$48.6K
FAF icon
440
First American
FAF
$7.38B
$735K 0.06%
+11,965
New +$750K
DCBO
441
Docebo
DCBO
$581M
$731K 0.06%
32,908
+3,036
+10% +$72.5K
BLND icon
442
Blend Labs
BLND
$364M
$729K 0.06%
239,922
+21,182
+10% +$67.6K
SCL icon
443
Stepan Co
SCL
$1.46B
$728K 0.06%
15,379
-3,035
-16% -$139K
SUPN icon
444
Supernus Pharmaceuticals
SUPN
$2.75B
$727K 0.06%
14,623
-7,875
-35% -$383K
JXN icon
445
Jackson Financial
JXN
$9.03B
$727K 0.06%
+6,812
New +$678K
PFG icon
446
Principal Financial Group
PFG
$24.3B
$721K 0.06%
+8,169
New +$689K
GE icon
447
GE Aerospace
GE
$383B
$716K 0.06%
+2,323
New +$700K
AMPH icon
448
Amphastar Pharmaceuticals
AMPH
$879M
$712K 0.06%
26,590
-9,470
-26% -$244K
POWI icon
449
Power Integrations
POWI
$3.55B
$711K 0.06%
+20,019
New +$759K
ESAB icon
450
ESAB
ESAB
$5.4B
$710K 0.06%
+6,358
New +$728K
16 17
18
19 20

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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.