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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
NTAP icon
176
NetApp
NTAP
$37.2B
$2.14M 0.18%
19,948
– –
BTSG icon
177
BrightSpring Health Services
BTSG
$12.4B
$2.1M 0.18%
56,180
+39,735
+242% +$1.33M
BELFB
178
Bel Fuse Inc Class B
BELFB
$4.21B
$2.1M 0.18%
12,403
-7,776
-39% -$1.22M
RKLB icon
179
Rocket Lab Corp
RKLB
$51.8B
$2.09M 0.18%
29,961
+8,628
+40% +$495K
IBM icon
180
IBM
IBM
$224B
$2.07M 0.18%
+7,000
New +$2.1M
KNX icon
181
Knight Transportation
KNX
$11.4B
$2.07M 0.18%
+39,660
New +$1.86M
BRK.B icon
182
Berkshire Hathaway Class B
BRK.B
$1.13T
$2.07M 0.18%
4,110
– –
SBCF icon
183
Seacoast Banking Corp of Florida
SBCF
$3.35B
$2.06M 0.18%
65,599
+40,334
+160% +$1.26M
BBY icon
184
Best Buy
BBY
$17.3B
$2.05M 0.18%
+30,655
New +$2.34M
PKG icon
185
Packaging Corp of America
PKG
$22.8B
$2.03M 0.18%
+9,862
New +$2.01M
BKR icon
186
Baker Hughes
BKR
$61.1B
$2.03M 0.17%
+44,605
New +$2.12M
CYTK icon
187
Cytokinetics
CYTK
$10.4B
$2.03M 0.17%
31,948
+14,345
+81% +$892K
GMED icon
188
Globus Medical
GMED
$11.2B
$2.03M 0.17%
23,228
+595
+3% +$45.2K
NEE icon
189
NextEra Energy
NEE
$177B
$2.01M 0.17%
+25,000
New +$2.07M
SKYW icon
190
Skywest
SKYW
$4.34B
$1.98M 0.17%
19,746
+3,097
+19% +$310K
SSNC icon
191
SS&C Technologies
SSNC
$18.6B
$1.94M 0.17%
22,230
– –
TMDX icon
192
Transmedics
TMDX
$2.91B
$1.91M 0.16%
15,735
+5,170
+49% +$649K
ABBV icon
193
AbbVie
ABBV
$435B
$1.9M 0.16%
8,323
+1,515
+22% +$345K
HAPN
194
Happen Inc
HAPN
$2.24B
$1.87M 0.16%
98,927
+60,955
+161% +$1.08M
EXLS icon
195
EXL Service
EXLS
$5.29B
$1.87M 0.16%
44,117
+16,722
+61% +$684K
XERS icon
196
Xeris Biopharma Holdings
XERS
$1.45B
$1.86M 0.16%
237,431
+20,626
+10% +$162K
MCO icon
197
Moody's
MCO
$82.7B
$1.86M 0.16%
3,648
+1,826
+100% +$891K
PEGA icon
198
Pegasystems
PEGA
$5.38B
$1.86M 0.16%
31,185
+18,435
+145% +$1.08M
MAS icon
199
Masco
MAS
$15.3B
$1.86M 0.16%
29,333
– –
BWAY
200
Brainsway
BWAY
$622M
$1.85M 0.16%
194,752
+16,590
+9% +$137K
6 7
8
9 10

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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.