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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
CF icon
501
CF Industries
CF
$18.1B
$581K 0.05%
+7,506
New +$617K
SSRM icon
502
SSR Mining
SSRM
$6.33B
$577K 0.05%
+26,311
New +$586K
CMI icon
503
Cummins
CMI
$88.3B
$576K 0.05%
+1,128
New +$527K
FOUR icon
504
Shift4
FOUR
$3.24B
$574K 0.05%
9,118
-2,717
-23% -$192K
BFH icon
505
Bread Financial
BFH
$4.36B
$568K 0.05%
+7,672
New +$504K
VSAT icon
506
Viasat
VSAT
$11.6B
$568K 0.05%
+16,480
New +$582K
APP icon
507
Applovin
APP
$115B
$567K 0.05%
+841
New +$530K
LFUS icon
508
Littelfuse
LFUS
$11.6B
$565K 0.05%
2,232
-8,927
-80% -$2.27M
PHR icon
509
Phreesia
PHR
$763M
$564K 0.05%
33,332
+3,054
+10% +$63K
AHCO icon
510
AdaptHealth
AHCO
$718M
$564K 0.05%
56,597
+46,471
+459% +$444K
GHC icon
511
Graham Holdings Company
GHC
$4.97B
$564K 0.05%
+513
New +$548K
ADMA icon
512
ADMA Biologics
ADMA
$2.19B
$564K 0.05%
30,895
+1,374
+5% +$23.2K
LMAT icon
513
LeMaitre Vascular
LMAT
$1.84B
$561K 0.05%
6,922
-6,597
-49% -$568K
NMIH icon
514
NMI Holdings
NMIH
$3.33B
$557K 0.05%
+13,659
New +$516K
OPLN
515
Openlane
OPLN
$4.58B
$554K 0.05%
+18,618
New +$504K
TCBI icon
516
Texas Capital Bancshares
TCBI
$4.29B
$553K 0.05%
+6,106
New +$536K
ACA icon
517
Arcosa
ACA
$7.11B
$552K 0.05%
+5,196
New +$525K
LAUR icon
518
Laureate Education
LAUR
$5.19B
$549K 0.05%
+16,310
New +$503K
AVAH icon
519
Aveanna Healthcare
AVAH
$2.06B
$543K 0.05%
66,520
+41,898
+170% +$378K
BA icon
520
Boeing
BA
$186B
$543K 0.05%
+2,500
New +$514K
CRAI icon
521
CRA International
CRAI
$1.07B
$542K 0.05%
2,699
-1,038
-28% -$196K
MCY icon
522
Mercury Insurance
MCY
$5.95B
$538K 0.05%
+5,716
New +$496K
VISN
523
Vistance Networks Inc
VISN
$2.6B
$537K 0.05%
+29,602
New +$511K
CAT icon
524
Caterpillar
CAT
$387B
$535K 0.05%
+934
New +$519K
AIN icon
525
Albany International
AIN
$1.74B
$535K 0.05%
10,552
-10,029
-49% -$519K
19 20
21
22 23

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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.