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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
FAST icon
776
Fastenal
FAST
$59.5B
– –
-36,410
Closed -$1.79M
FHI icon
777
Federated Hermes
FHI
$4.72B
– –
-19,530
Closed -$1.01M
FISV
778
Fiserv Inc
FISV
$27.9B
– –
-12,122
Closed -$1.56M
FLS icon
779
Flowserve
FLS
$10.2B
– –
-21,099
Closed -$1.12M
FVRR icon
780
Fiverr
FVRR
$339M
– –
-21,810
Closed -$532K
GENI icon
781
Genius Sports
GENI
$2.11B
– –
-59,050
Closed -$731K
GOOS
782
Canada Goose Holdings
GOOS
$856M
– –
-57,505
Closed -$793K
GSIT icon
783
GSI Technology
GSIT
$258M
– –
-11,365
Closed -$41.8K
GTES icon
784
Gates Industrial Corporation Ltd.
GTES
$7.15B
– –
-32,393
Closed -$804K
HON icon
785
Honeywell
HON
$78B
– –
-3,765
Closed -$747K
HROW icon
786
Harrow
HROW
$1.51B
– –
-12,627
Closed -$608K
HSTM icon
787
HealthStream
HSTM
$840M
– –
-13,703
Closed -$387K
HVT icon
788
Haverty Furniture Companies
HVT
$454M
– –
-21,818
Closed -$478K
INDI icon
789
indie Semiconductor
INDI
$854M
– –
-28,073
Closed -$114K
JACK icon
790
Jack in the Box
JACK
$335M
– –
-27,699
Closed -$548K
KMDA icon
791
Kamada
KMDA
$419M
– –
-114,404
Closed -$794K
KRMD icon
792
KORU Medical Systems
KRMD
$164M
– –
-12,548
Closed -$48.1K
LIN icon
793
Linde
LIN
$226B
– –
-3,609
Closed -$1.71M
LPTH icon
794
Lightpath Technologies
LPTH
$820M
– –
-12,240
Closed -$97.1K
MC icon
795
Moelis & Co
MC
$4.94B
– –
-16,590
Closed -$1.18M
MDXG icon
796
MiMedx Group
MDXG
$633M
– –
-17,341
Closed -$121K
METC icon
797
Ramaco Resources Class A
METC
$649M
– –
-7,459
Closed -$248K
MGNI icon
798
Magnite
MGNI
$3.55B
– –
-35,220
Closed -$767K
MGY icon
799
Magnolia Oil & Gas
MGY
$5.94B
– –
-11,497
Closed -$274K
MRUS
800
DELISTED
Merus
MRUS
– –
-6,849
Closed -$645K
30 31
32
33 34

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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.