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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
BOX icon
601
Box
BOX
$4.62B
$443K 0.04%
+14,800
New +$464K
ADP icon
602
Automatic Data Processing
ADP
$107B
$441K 0.04%
1,714
-3,580
-68% -$953K
MMI icon
603
Marcus & Millichap
MMI
$1.17B
$439K 0.04%
+16,085
New +$465K
ATMU icon
604
Atmus Filtration Technologies
ATMU
$4.15B
$439K 0.04%
+8,453
New +$409K
EGAN icon
605
eGain
EGAN
$201M
$437K 0.04%
42,506
+14,354
+51% +$172K
AMN icon
606
AMN Healthcare
AMN
$1.42B
$437K 0.04%
+27,702
New +$494K
EHAB
607
DELISTED
Enhabit
EHAB
$436K 0.04%
+47,324
New +$410K
EWCZ
608
DELISTED
European Wax Center
EWCZ
$436K 0.04%
+121,060
New +$452K
APLD icon
609
Applied Digital
APLD
$8.65B
$434K 0.04%
17,720
-18,619
-51% -$536K
FOR icon
610
Forestar Group
FOR
$1.47B
$432K 0.04%
+17,554
New +$448K
ASND icon
611
Ascendis Pharma A/S
ASND
$16.6B
$431K 0.04%
2,023
+276
+16% +$57K
PLD icon
612
Prologis
PLD
$131B
$426K 0.04%
+3,335
New +$416K
MEDP icon
613
Medpace
MEDP
$16.5B
$425K 0.04%
757
-327
-30% -$186K
SPGI icon
614
S&P Global
SPGI
$120B
$425K 0.04%
813
– –
PRCT icon
615
Procept Biorobotics
PRCT
$1.21B
$423K 0.04%
+13,435
New +$446K
PRIM icon
616
Primoris Services
PRIM
$4.44B
$422K 0.04%
+3,396
New +$443K
BWMN icon
617
Bowman Consulting
BWMN
$740M
$417K 0.04%
+12,633
New +$479K
VRRM icon
618
Verra Mobility
VRRM
$722M
$417K 0.04%
18,605
-52,907
-74% -$1.21M
XPO icon
619
XPO
XPO
$23.5B
$415K 0.04%
3,056
+427
+16% +$58.2K
OMCL icon
620
Omnicell
OMCL
$1.7B
$411K 0.04%
9,066
-1,123
-11% -$41.1K
HWM icon
621
Howmet Aerospace
HWM
$114B
$410K 0.04%
+2,000
New +$398K
MCK icon
622
McKesson
MCK
$103B
$408K 0.04%
+497
New +$406K
IIIN icon
623
Insteel Industries
IIIN
$621M
$405K 0.03%
12,794
-11,922
-48% -$389K
FELE icon
624
Franklin Electric
FELE
$4.8B
$404K 0.03%
4,227
-4,000
-49% -$382K
DHIL
625
DELISTED
Diamond Hill
DHIL
$400K 0.03%
2,359
-3,220
-58% -$446K
23 24
25
26 27

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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.