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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
TXRH icon
626
Texas Roadhouse
TXRH
$13.7B
$400K 0.03%
2,408
+16
+0.7% +$2.71K
MTDR icon
627
Matador Resources
MTDR
$6.09B
$398K 0.03%
9,369
+305
+3% +$12.8K
TSCO icon
628
Tractor Supply
TSCO
$18B
$394K 0.03%
+7,874
New +$424K
CLX icon
629
Clorox
CLX
$12.7B
$393K 0.03%
+3,893
New +$423K
LRN icon
630
Stride
LRN
$3.43B
$389K 0.03%
5,991
-3,191
-35% -$290K
SRAD icon
631
Sportradar
SRAD
$3.85B
$387K 0.03%
16,276
+6,767
+71% +$163K
ADSK icon
632
Autodesk
ADSK
$52.6B
$387K 0.03%
1,306
-12,469
-91% -$3.77M
RUSHA icon
633
Rush Enterprises Class A
RUSHA
$6.22B
$385K 0.03%
7,141
-20,756
-74% -$1.08M
LZB icon
634
La-Z-Boy
LZB
$1.69B
$385K 0.03%
10,332
-14,386
-58% -$504K
CRM icon
635
Salesforce
CRM
$158B
$375K 0.03%
+1,417
New +$352K
WIX icon
636
WIX.com
WIX
$2.52B
$373K 0.03%
3,593
-2,604
-42% -$315K
QLYS icon
637
Qualys
QLYS
$6.35B
$371K 0.03%
2,794
-2,638
-49% -$363K
GTLS
638
DELISTED
Chart Industries
GTLS
$370K 0.03%
1,793
+253
+16% +$51.3K
WEX icon
639
WEX
WEX
$6.31B
$368K 0.03%
2,470
+398
+19% +$60K
ATRO icon
640
Astronics
ATRO
$3.84B
$366K 0.03%
+8,100
New +$340K
SHOP icon
641
Shopify
SHOP
$195B
$364K 0.03%
+2,264
New +$364K
AMCR icon
642
Amcor
AMCR
$22.1B
$364K 0.03%
+8,725
New +$360K
VPG icon
643
Vishay Precision Group
VPG
$914M
$360K 0.03%
9,338
-8,566
-48% -$303K
WKC icon
644
World Kinect Corp
WKC
$1.86B
$359K 0.03%
15,318
-27,088
-64% -$668K
ROG icon
645
Rogers Corp
ROG
$2.4B
$354K 0.03%
3,870
-3,718
-49% -$319K
NHC icon
646
National Healthcare
NHC
$3.38B
$353K 0.03%
+2,572
New +$332K
PLXS icon
647
Plexus
PLXS
$7.23B
$352K 0.03%
2,392
-2,290
-49% -$336K
BOOM icon
648
DMC Global
BOOM
$157M
$350K 0.03%
+52,380
New +$361K
FIX icon
649
Comfort Systems
FIX
$59.6B
$350K 0.03%
+375
New +$346K
HEI icon
650
HEICO Corp
HEI
$51.4B
$349K 0.03%
+1,077
New +$340K
24 25
26
27 28

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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.