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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
UFCS icon
551
United Fire Group
UFCS
$1.38B
$487K 0.04%
+13,404
New +$458K
IONS icon
552
Ionis Pharmaceuticals
IONS
$9.49B
$487K 0.04%
6,155
-11,145
-64% -$839K
NNI icon
553
Nelnet
NNI
$4.5B
$486K 0.04%
+3,652
New +$478K
NTCT icon
554
NETSCOUT
NTCT
$2.83B
$484K 0.04%
+17,883
New +$483K
DHT icon
555
DHT Holdings
DHT
$2.97B
$483K 0.04%
+39,584
New +$498K
NWPX icon
556
NWPX Infrastructure Inc
NWPX
$1.11B
$483K 0.04%
+7,723
New +$445K
UVSP icon
557
Univest Financial
UVSP
$1.17B
$482K 0.04%
+14,720
New +$461K
NRIM icon
558
Northrim BanCorp
NRIM
$586M
$481K 0.04%
+18,092
New +$429K
NET icon
559
Cloudflare
NET
$108B
$481K 0.04%
+2,438
New +$516K
PRDO icon
560
Perdoceo Education
PRDO
$2.03B
$480K 0.04%
+16,350
New +$517K
KFY icon
561
Korn Ferry
KFY
$4.26B
$479K 0.04%
+7,248
New +$488K
ANET icon
562
Arista Networks
ANET
$242B
$475K 0.04%
+3,623
New +$499K
KINS icon
563
Kingstone Companies
KINS
$272M
$474K 0.04%
+28,160
New +$428K
AROW icon
564
Arrow Financial
AROW
$644M
$474K 0.04%
+15,082
New +$446K
HTFL
565
Heartflow Inc
HTFL
$2.56B
$472K 0.04%
16,180
+8,965
+124% +$289K
KRYS icon
566
Krystal Biotech
KRYS
$9.62B
$472K 0.04%
1,913
-1,844
-49% -$388K
PLTR icon
567
Palantir
PLTR
$423B
$470K 0.04%
+2,643
New +$478K
ITRI icon
568
Itron
ITRI
$4.54B
$469K 0.04%
+5,050
New +$550K
CCBG icon
569
Capital City Bank Group
CCBG
$880M
$469K 0.04%
+11,006
New +$459K
FFIN icon
570
First Financial Bankshares
FFIN
$4.91B
$468K 0.04%
15,677
-14,763
-48% -$465K
INDV icon
571
Indivior Pharmaceuticals
INDV
$4.55B
$468K 0.04%
+13,044
New +$398K
HAFC icon
572
Hanmi Financial
HAFC
$935M
$467K 0.04%
+17,266
New +$462K
THR
573
DELISTED
Thermon Group Holdings
THR
$467K 0.04%
+12,558
New +$412K
AWI icon
574
Armstrong World Industries
AWI
$7.74B
$464K 0.04%
2,430
+334
+16% +$63.7K
WTTR icon
575
Select Water Solutions
WTTR
$2.69B
$461K 0.04%
43,859
-53,499
-55% -$577K
21 22
23
24 25

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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.