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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
PZZA icon
701
Papa John's
PZZA
$806M
$236K 0.02%
6,139
-15,064
-71% -$665K
PJT icon
702
PJT Partners
PJT
$4.38B
$230K 0.02%
1,377
-1,304
-49% -$223K
CCSI icon
703
Consensus Cloud Solutions
CCSI
$647M
$228K 0.02%
10,454
-4,995
-32% -$123K
SMP icon
704
Standard Motor Products
SMP
$911M
$226K 0.02%
6,139
-26,037
-81% -$999K
ACAD icon
705
Acadia Pharmaceuticals
ACAD
$5.03B
$225K 0.02%
+8,407
New +$201K
MTN icon
706
Vail Resorts
MTN
$5.3B
$212K 0.02%
1,595
+216
+16% +$31.8K
ZS icon
707
Zscaler
ZS
$27.3B
$208K 0.02%
+925
New +$261K
FMAO icon
708
Farmers & Merchants Bancorp
FMAO
$481M
$207K 0.02%
+8,391
New +$209K
OVLY icon
709
Oak Valley Bancorp
OVLY
$281M
$207K 0.02%
+6,897
New +$195K
BCC icon
710
Boise Cascade
BCC
$3.02B
$207K 0.02%
2,816
-2,620
-48% -$191K
RES icon
711
RPC Inc
RES
$1.3B
$203K 0.02%
37,273
-34,217
-48% -$178K
OKLO
712
Oklo
OKLO
$8.42B
$203K 0.02%
2,822
-1,225
-30% -$137K
RDWR icon
713
Radware
RDWR
$1.19B
$202K 0.02%
8,403
+672
+9% +$16.4K
LTC
714
LTC Properties
LTC
$2.15B
$202K 0.02%
5,864
-5,379
-48% -$190K
AGM icon
715
Federal Agricultural Mortgage
AGM
$2.56B
$201K 0.02%
+1,142
New +$192K
BCRX icon
716
BioCryst Pharmaceuticals
BCRX
$2.4B
$187K 0.02%
23,949
+2,172
+10% +$15.7K
DFLI icon
717
Dragonfly Energy
DFLI
$18.9M
$185K 0.02%
+60,142
New +$552K
ACEL icon
718
Accel Entertainment
ACEL
$987M
$183K 0.02%
16,033
– –
CRD.A icon
719
Crawford & Co Class A
CRD.A
$669M
$174K 0.01%
15,436
– –
RLGT icon
720
Radiant Logistics
RLGT
$395M
$170K 0.01%
26,901
– –
VSH icon
721
Vishay Intertechnology
VSH
$5.43B
$170K 0.01%
11,721
-61,093
-84% -$926K
WNEB icon
722
Western New England Bancorp
WNEB
$275M
$164K 0.01%
13,027
– –
NEXN
723
Nexxen International
NEXN
$607M
$164K 0.01%
25,028
+4,815
+24% +$35.8K
NPKI
724
NPK International
NPKI
$1.14B
$134K 0.01%
11,243
– –
HDSN
725
Hudson Technologies
HDSN
$235M
$127K 0.01%
18,479
– –
27 28
29
30 31

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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.