We are live on ! Find out more
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
STRT icon
576
STRATTEC Security
STRT
$351M
$461K 0.04%
+6,053
New +$433K
KMB icon
577
Kimberly-Clark
KMB
$35.8B
$461K 0.04%
+4,567
New +$500K
CRGO icon
578
Freightos
CRGO
$66.7M
$460K 0.04%
201,889
+112,348
+125% +$365K
WULF icon
579
TeraWulf
WULF
$8.26B
$460K 0.04%
+40,041
New +$537K
SCSC icon
580
Scansource
SCSC
$1.11B
$459K 0.04%
+11,758
New +$486K
GVA icon
581
Granite Construction
GVA
$5.58B
$459K 0.04%
+3,977
New +$427K
KE
582
Kimball Electronics
KE
$621M
$458K 0.04%
+16,468
New +$475K
RRBI icon
583
Red River Bancshares
RRBI
$655M
$458K 0.04%
+6,412
New +$438K
APEI icon
584
American Public Education
APEI
$917M
$457K 0.04%
+12,089
New +$433K
FBIZ icon
585
First Business Financial Services
FBIZ
$591M
$456K 0.04%
+8,404
New +$440K
KW
586
DELISTED
Kennedy-Wilson Holdings
KW
$456K 0.04%
+47,175
New +$423K
TREE icon
587
LendingTree
TREE
$445M
$456K 0.04%
+8,587
New +$482K
APAM icon
588
Artisan Partners
APAM
$3.02B
$455K 0.04%
+11,175
New +$477K
RM icon
589
Regional Management Corp
RM
$298M
$455K 0.04%
+11,746
New +$455K
EXPO icon
590
Exponent
EXPO
$3.19B
$455K 0.04%
6,547
-4,237
-39% -$298K
ITW icon
591
Illinois Tool Works
ITW
$83.8B
$454K 0.04%
1,842
-3,931
-68% -$979K
VVX icon
592
V2X
VVX
$2.63B
$453K 0.04%
+8,309
New +$468K
DCH
593
Dauch Corp
DCH
$1.52B
$453K 0.04%
+70,683
New +$440K
EVLV icon
594
Evolv Technologies
EVLV
$1.08B
$451K 0.04%
62,925
+36,075
+134% +$256K
SBH icon
595
Sally Beauty Holdings
SBH
$1.56B
$448K 0.04%
+31,398
New +$473K
UNTY icon
596
Unity Bancorp
UNTY
$599M
$447K 0.04%
+8,649
New +$431K
OPRT icon
597
Oportun Financial
OPRT
$367M
$446K 0.04%
+84,338
New +$445K
NIC icon
598
Nicolet Bankshares
NIC
$3.6B
$446K 0.04%
+3,675
New +$465K
CYRX icon
599
CryoPort
CYRX
$736M
$443K 0.04%
+46,188
New +$436K
BWFG icon
600
Bankwell Financial Group
BWFG
$531M
$443K 0.04%
+9,669
New +$437K
22 23
24
25 26

Similar funds

VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
FCCPG
FountainVest China Capital Partners GP3 Grand Cayman, Cayman Islands $1.2B AUM 6.95% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return

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.