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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
VRDN icon
451
Viridian Therapeutics
VRDN
$2.6B
$710K 0.06%
22,814
+13,018
+133% +$357K
EPAM icon
452
EPAM Systems
EPAM
$5.08B
$704K 0.06%
+3,438
New +$613K
HNGE
453
Hinge Health
HNGE
$7.4B
$704K 0.06%
15,155
+3,780
+33% +$182K
WD icon
454
Walker & Dunlop
WD
$1.46B
$704K 0.06%
+11,697
New +$830K
LAD icon
455
Lithia Motors
LAD
$8.3B
$704K 0.06%
2,117
-1,961
-48% -$623K
TROW icon
456
T. Rowe Price
TROW
$24.3B
$702K 0.06%
+6,858
New +$708K
IBEX icon
457
IBEX
IBEX
$497M
$700K 0.06%
18,326
+1,618
+10% +$59.8K
LPLA icon
458
LPL Financial
LPLA
$29.2B
$694K 0.06%
+1,944
New +$688K
RHI icon
459
Robert Half
RHI
$4.33B
$693K 0.06%
25,508
– –
IDN icon
460
Intellicheck
IDN
$76.8M
$693K 0.06%
+103,703
New +$585K
CHE icon
461
Chemed
CHE
$7.23B
$691K 0.06%
+1,615
New +$703K
TNET icon
462
TriNet
TNET
$3.11B
$689K 0.06%
+11,645
New +$692K
ASTH icon
463
Astrana Health
ASTH
$1.85B
$688K 0.06%
+27,739
New +$737K
AWR icon
464
American States Water
AWR
$3.44B
$684K 0.06%
+9,432
New +$694K
SHW icon
465
Sherwin-Williams
SHW
$88.1B
$681K 0.06%
2,102
-2,208
-51% -$739K
CBT icon
466
Cabot Corp
CBT
$4.46B
$672K 0.06%
+10,142
New +$675K
PRG icon
467
PROG Holdings
PRG
$1.69B
$670K 0.06%
22,728
-25,723
-53% -$767K
TCBX icon
468
Third Coast Bancshares
TCBX
$732M
$666K 0.06%
17,534
+11,831
+207% +$453K
GATX icon
469
GATX Corp
GATX
$6.24B
$665K 0.06%
3,923
+293
+8% +$48.3K
MET icon
470
MetLife
MET
$61.7B
$662K 0.06%
+8,388
New +$664K
ANIP icon
471
ANI Pharmaceuticals
ANIP
$1.73B
$661K 0.06%
8,370
-6,910
-45% -$598K
CDE icon
472
Coeur Mining
CDE
$18.5B
$656K 0.06%
+36,779
New +$640K
IRON icon
473
Disc Medicine
IRON
$2.99B
$655K 0.06%
8,248
-3,039
-27% -$257K
KAI icon
474
Kadant
KAI
$3.91B
$654K 0.06%
+2,295
New +$652K
HTLD icon
475
Heartland Express
HTLD
$920M
$652K 0.06%
72,247
+22,960
+47% +$191K
17 18
19
20 21

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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.