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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 18.84%
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
QCOM icon
26
Qualcomm
QCOM
$176B
$5.98M 0.51%
34,943
+6,917
+25% +$1.19M
SHOO icon
27
Steven Madden
SHOO
$3.55B
$5.94M 0.51%
142,647
+81,922
+135% +$3.16M
BWXT icon
28
BWX Technologies
BWXT
$15.6B
$5.57M 0.48%
32,199
+616
+2% +$116K
BMY icon
29
Bristol-Myers Squibb
BMY
$132B
$5.37M 0.46%
99,584
+57,438
+136% +$2.76M
MELI icon
30
Mercado Libre
MELI
$92.3B
$5.34M 0.46%
2,650
-330
-11% -$693K
CWCO icon
31
Consolidated Water Co
CWCO
$488M
$5.31M 0.46%
150,335
– –
TRIP icon
32
TripAdvisor
TRIP
$1.26B
$5.29M 0.46%
363,230
– –
JPM icon
33
JPMorgan Chase
JPM
$950B
$5.27M 0.45%
16,344
+7,000
+75% +$2.17M
ADI icon
34
Analog Devices
ADI
$190B
$5.06M 0.44%
18,665
-4,000
-18% -$1M
LGND icon
35
Ligand Pharmaceuticals
LGND
$6.36B
$4.96M 0.43%
26,241
+9,944
+61% +$1.91M
WFC icon
36
Wells Fargo
WFC
$264B
$4.96M 0.43%
53,214
+15,730
+42% +$1.37M
CECO icon
37
Ceco Environmental
CECO
$4.14B
$4.86M 0.42%
81,123
+35,529
+78% +$1.9M
ISRG icon
38
Intuitive Surgical
ISRG
$134B
$4.81M 0.41%
8,500
-3,200
-27% -$1.7M
ROST icon
39
Ross Stores
ROST
$81.9B
$4.77M 0.41%
26,482
-1,118
-4% -$187K
SPOT icon
40
Spotify
SPOT
$100B
$4.65M 0.4%
8,000
-3,000
-27% -$1.88M
CRS icon
41
Carpenter Technology
CRS
$28.4B
$4.53M 0.39%
14,373
+5,739
+66% +$1.73M
AEIS icon
42
Advanced Energy
AEIS
$13B
$4.44M 0.38%
21,203
-1,511
-7% -$308K
PIPR icon
43
Piper Sandler
PIPR
$5.29B
$4.24M 0.37%
49,932
+15,124
+43% +$1.28M
CLMB icon
44
Climb Global Solutions
CLMB
$519M
$4.15M 0.36%
161,664
+74,840
+86% +$2.17M
FSV icon
45
FirstService
FSV
$6.32B
$4.15M 0.36%
26,695
– –
NOW icon
46
ServiceNow
NOW
$129B
$4.12M 0.35%
26,900
+900
+3% +$154K
CSCO icon
47
Cisco
CSCO
$479B
$4.11M 0.35%
53,337
+30,000
+129% +$2.23M
FSLR icon
48
First Solar
FSLR
$26.9B
$3.96M 0.34%
15,175
-4,825
-24% -$1.22M
CRWD icon
49
CrowdStrike
CRWD
$218B
$3.96M 0.34%
33,784
-10,216
-23% -$1.3M
SNPS icon
50
Synopsys
SNPS
$79.7B
$3.9M 0.34%
8,300
-500
-6% -$222K
1
2
3 4 5

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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.