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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
ESE icon
676
ESCO Technologies
ESE
$7.92B
$303K 0.03%
1,551
-12,026
-89% -$2.54M
SFNC icon
677
Simmons First National
SFNC
$3.39B
$300K 0.03%
15,906
-17,200
-52% -$319K
DUOL icon
678
Duolingo
DUOL
$6.12B
$291K 0.03%
+1,657
New +$390K
USCB icon
679
USCB Financial Holdings
USCB
$412M
$290K 0.03%
+15,747
New +$281K
IBKR icon
680
Interactive Brokers
IBKR
$39.8B
$290K 0.02%
+4,502
New +$301K
OLMA icon
681
Olema Pharmaceuticals
OLMA
$1.05B
$289K 0.02%
+11,554
New +$206K
QDEL icon
682
QuidelOrtho
QDEL
$838M
$288K 0.02%
+10,075
New +$273K
HOPE icon
683
Hope Bancorp
HOPE
$1.79B
$286K 0.02%
26,080
-23,920
-48% -$258K
RAMP icon
684
LiveRamp
RAMP
$2.3B
$285K 0.02%
+9,694
New +$278K
CORZ icon
685
Core Scientific
CORZ
$6.75B
$282K 0.02%
19,353
-5,823
-23% -$102K
LKFN icon
686
Lakeland Financial Corp
LKFN
$1.53B
$277K 0.02%
4,861
-4,491
-48% -$267K
UCTT
687
Ultra Clean Holdings
UCTT
$3.95B
$277K 0.02%
10,918
-10,397
-49% -$277K
HWKN icon
688
Hawkins
HWKN
$2.71B
$276K 0.02%
+1,946
New +$287K
BL icon
689
BlackLine
BL
$1.72B
$272K 0.02%
4,923
-4,548
-48% -$251K
BIRK icon
690
Birkenstock
BIRK
$7.07B
$268K 0.02%
+6,543
New +$277K
CWT icon
691
California Water Service
CWT
$3.12B
$264K 0.02%
6,103
-5,745
-48% -$262K
NGVT icon
692
Ingevity
NGVT
$2.68B
$257K 0.02%
4,339
+451
+12% +$24.5K
BCAL icon
693
Southern California Bancorp
BCAL
$682M
$255K 0.02%
+13,651
New +$251K
EEFT icon
694
Euronet Worldwide
EEFT
$2.7B
$252K 0.02%
3,306
+461
+16% +$35.9K
MBUU icon
695
Malibu Boats
MBUU
$567M
$247K 0.02%
8,760
-54,011
-86% -$1.57M
GWRE icon
696
Guidewire Software
GWRE
$14.2B
$240K 0.02%
+1,195
New +$264K
PLAB icon
697
Photronics
PLAB
$1.93B
$240K 0.02%
7,485
-24,307
-76% -$627K
UBER icon
698
Uber
UBER
$153B
$239K 0.02%
+2,930
New +$264K
DOCS icon
699
Doximity
DOCS
$4.88B
$239K 0.02%
5,397
+722
+15% +$40.5K
PLOW icon
700
Douglas Dynamics
PLOW
$1.02B
$237K 0.02%
7,269
-32,997
-82% -$1.04M
26 27
28
29 30

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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.