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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 18.84%
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
AISP
751
Airship AI Holdings
AISP
$71.3M
– –
-91,991
Closed -$476K
AIV
752
Aimco
AIV
$383M
– –
-13,263
Closed -$105K
AKRO
753
DELISTED
Akero Therapeutics
AKRO
– –
-7,941
Closed -$377K
AMPL icon
754
Amplitude
AMPL
$1.41B
– –
-10,478
Closed -$112K
AMT icon
755
American Tower
AMT
$80.4B
– –
-14,300
Closed -$2.75M
ARIS
756
DELISTED
Aris Water Solutions
ARIS
– –
-47,677
Closed -$1.18M
AVAV icon
757
AeroVironment
AVAV
$9.45B
– –
-2,830
Closed -$891K
BILL icon
758
BILL Holdings
BILL
$4.78B
– –
-8,098
Closed -$429K
CAKE icon
759
Cheesecake Factory
CAKE
$5.33B
– –
-9,091
Closed -$497K
CHD icon
760
Church & Dwight Co
CHD
$24.5B
– –
-16,638
Closed -$1.46M
CHKP icon
761
Check Point Software Technologies
CHKP
$13.1B
– –
-7,666
Closed -$1.59M
CLH icon
762
Clean Harbors
CLH
$16.3B
– –
-3,367
Closed -$782K
CLPT icon
763
ClearPoint Neuro
CLPT
$433M
– –
-67,119
Closed -$1.46M
COLM icon
764
Columbia Sportswear
COLM
$2.94B
– –
-12,182
Closed -$637K
COOP
765
DELISTED
Mr. Cooper
COOP
– –
-3,964
Closed -$836K
CORT icon
766
Corcept Therapeutics
CORT
$12B
– –
-17,982
Closed -$1.49M
CVLG icon
767
Covenant Logistics
CVLG
$872M
– –
-38,310
Closed -$830K
CVLT icon
768
Commault Systems
CVLT
$5.61B
– –
-8,098
Closed -$1.53M
CWAN
769
DELISTED
Clearwater Analytics
CWAN
– –
-26,096
Closed -$470K
CWST icon
770
Casella Waste Systems
CWST
$5.69B
– –
-4,839
Closed -$459K
DAVE icon
771
Dave Inc
DAVE
$4.06B
– –
-3,850
Closed -$767K
DHR icon
772
Danaher
DHR
$144B
– –
-8,031
Closed -$1.59M
DSGX icon
773
Descartes Systems
DSGX
$6.82B
– –
-4,858
Closed -$458K
ESTC icon
774
Elastic
ESTC
$7.81B
– –
-3,792
Closed -$320K
EXPD icon
775
Expeditors International
EXPD
$23.2B
– –
-13,257
Closed -$1.63M
29 30
31
32 33

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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.