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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
VEEV icon
151
Veeva Systems
VEEV
$37.4B
$2.28M 0.2%
10,200
-2,100
-17% -$557K
WING icon
152
Wingstop
WING
$3.18B
$2.27M 0.2%
9,534
+7,868
+472% +$1.95M
WGO icon
153
Winnebago Industries
WGO
$909M
$2.27M 0.2%
56,108
+34,719
+162% +$1.27M
POR icon
154
Portland General Electric
POR
$5.77B
$2.25M 0.19%
+46,900
New +$2.21M
LOW icon
155
Lowe's Companies
LOW
$125B
$2.23M 0.19%
9,262
+2,980
+47% +$716K
CI icon
156
Cigna
CI
$74.6B
$2.22M 0.19%
8,073
– –
THRM icon
157
Gentherm
THRM
$1.27B
$2.21M 0.19%
60,874
+37,223
+157% +$1.34M
OKE icon
158
Oneok
OKE
$54.5B
$2.21M 0.19%
+30,000
New +$2.13M
ELV icon
159
Elevance Health
ELV
$85.5B
$2.2M 0.19%
6,286
– –
LHX icon
160
L3Harris
LHX
$53.4B
$2.2M 0.19%
+7,500
New +$2.17M
CCK icon
161
Crown Holdings
CCK
$13.1B
$2.2M 0.19%
21,369
+6,265
+41% +$610K
JBI icon
162
Janus International
JBI
$757M
$2.2M 0.19%
336,281
– –
PL icon
163
Planet Labs
PL
$8.53B
$2.2M 0.19%
111,347
+59,610
+115% +$855K
NUVL
164
DELISTED
Nuvalent
NUVL
$2.19M 0.19%
21,732
+9,081
+72% +$895K
HP icon
165
Helmerich & Payne
HP
$3.71B
$2.18M 0.19%
76,092
-7,882
-9% -$209K
FIVE icon
166
Five Below
FIVE
$13.5B
$2.18M 0.19%
11,570
+5,785
+100% +$940K
KLAC icon
167
KLA
KLAC
$259B
$2.18M 0.19%
17,910
-3,420
-16% -$401K
HURN icon
168
Huron Consulting
HURN
$2.42B
$2.18M 0.19%
+12,580
New +$2.06M
UNH icon
169
UnitedHealth
UNH
$370B
$2.17M 0.19%
6,566
– –
ATEC icon
170
Alphatec Holdings
ATEC
$1.44B
$2.17M 0.19%
102,945
+63,715
+162% +$1.18M
INVX
171
Innovex International
INVX
$1.97B
$2.16M 0.19%
98,829
-33,344
-25% -$696K
FTAI icon
172
FTAI Aviation
FTAI
$22.2B
$2.16M 0.19%
10,960
+3,203
+41% +$546K
GSAT icon
173
Globalstar
GSAT
$10.8B
$2.15M 0.18%
35,174
-3,497
-9% -$193K
MCD icon
174
McDonald's
MCD
$195B
$2.14M 0.18%
+7,000
New +$2.14M
KVYO icon
175
Klaviyo
KVYO
$4.73B
$2.14M 0.18%
65,865
+52,781
+403% +$1.48M
5 6
7
8 9

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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.