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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
FLR icon
476
Fluor
FLR
$7.3B
$648K 0.06%
+16,339
New +$723K
CZNC icon
477
Citizens & Northern Corp
CZNC
$454M
$647K 0.06%
+32,096
New +$640K
CCLD icon
478
CareCloud
CCLD
$102M
$647K 0.06%
+221,554
New +$701K
DIOD icon
479
Diodes
DIOD
$4.65B
$644K 0.06%
13,052
-8,439
-39% -$427K
PRU icon
480
Prudential Financial
PRU
$42.1B
$642K 0.06%
+5,689
New +$610K
LEG icon
481
Leggett & Platt
LEG
$1.29B
$642K 0.06%
58,356
+28,505
+95% +$280K
XPRO icon
482
Expro Ltd
XPRO
$2.01B
$641K 0.06%
48,000
+4,249
+10% +$57.3K
LNG icon
483
Cheniere Energy
LNG
$54.9B
$636K 0.05%
+3,271
New +$687K
ATKR icon
484
Atkore
ATKR
$3.17B
$632K 0.05%
9,985
-1,360
-12% -$88.7K
EOG icon
485
EOG Resources
EOG
$74.6B
$627K 0.05%
5,975
+419
+8% +$45K
DKS icon
486
Dick's Sporting Goods
DKS
$19.2B
$626K 0.05%
+3,164
New +$690K
RVSB icon
487
Riverview Bancorp
RVSB
$107M
$622K 0.05%
123,904
+10,860
+10% +$56.9K
RCUS icon
488
Arcus Biosciences
RCUS
$3.66B
$621K 0.05%
+26,055
New +$532K
CUZ icon
489
Cousins Properties
CUZ
$4.83B
$620K 0.05%
24,064
+10,091
+72% +$262K
FOLD
490
DELISTED
Amicus Therapeutics
FOLD
$620K 0.05%
43,553
+3,342
+8% +$32.8K
ESTA icon
491
Establishment Labs
ESTA
$2.21B
$620K 0.05%
8,509
-485
-5% -$29.3K
BMI icon
492
Badger Meter
BMI
$3.95B
$616K 0.05%
3,532
-3,333
-49% -$600K
CTM icon
493
Castellum
CTM
$57.8M
$615K 0.05%
680,945
+59,536
+10% +$63.6K
RYTM icon
494
Rhythm Pharmaceuticals
RYTM
$7.95B
$613K 0.05%
+5,723
New +$607K
SYNA icon
495
Synaptics
SYNA
$4.09B
$606K 0.05%
8,187
-15,910
-66% -$1.12M
CNMD icon
496
CONMED
CNMD
$1.48B
$604K 0.05%
14,887
-7,058
-32% -$307K
QBTS icon
497
D-Wave Quantum Inc. Common Stock
QBTS
$7.52B
$604K 0.05%
+23,095
New +$673K
CXT icon
498
Crane NXT
CXT
$2.96B
$586K 0.05%
+12,449
New +$736K
CNO icon
499
CNO Financial Group
CNO
$5.12B
$584K 0.05%
+13,761
New +$561K
TPC
500
Tutor Perini Cor
TPC
$5.18B
$584K 0.05%
+8,707
New +$571K
18 19
20
21 22

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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.