Legato Capital Management LLC

CIK

1442641

Location

San Francisco, CA

Portfolio Value

Mid $1,091,005,283

Diversification

Diversified

Filing Date

Global Rank

#1,681 / 8,622 ▼ 16 · as of Mar 2026

Top Industry

Semiconductors 6.6%

3Y Alpha vs SPY

-3.8%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+58.6%

SPY

+67.9%

Annualised alpha

-2.2%

Max drawdown

−24.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

716 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

1.9%

+0.4 pts

Top 5

7.5%

+1.0 pts

Top 10

12.2%

+0.9 pts

HHI

Diversified+5

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.3%	$264,669,251	153
Industrials	19.7%	$214,391,835	125
Healthcare	16.1%	$175,706,261	132
Financial Services	12.8%	$139,378,100	108
Consumer Cyclical	10.2%	$111,429,601	70
Communication Services	4.1%	$44,876,250	23
Consumer Defensive	4.0%	$44,081,856	29
Energy	3.3%	$36,422,245	28
Basic Materials	2.2%	$24,106,431	22
Utilities	2.1%	$23,424,158	13
Real Estate	1.1%	$12,519,295	13

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RPID	Rapid Micro Biosystems, Inc.	+260,240	274,924	$624,077
CLMB	Climb Global Solutions, Inc.	+167,448	207,864	$4,119,864
CRGO	Freightos Ltd	+109,555	311,444	$510,768
NBBK	NB Bancorp, Inc.	+104,709	276,070	$5,816,794
BWAY	Brainsway Ltd.	+94,774	192,150	$2,553,673
MITK	Mitek Systems Inc	+88,323	135,517	$1,829,479
HPE	Hewlett Packard Enterprise Co	+71,900	172,000	$4,095,320
KEY	Keycorp /New/	+65,700	185,000	$3,709,250
IDN	Intellicheck, Inc.	+64,335	168,038	$1,174,585
BCRX	Biocryst Pharmaceuticals Inc	+63,061	87,010	$828,335
BVS	Bioventus Inc.	+62,774	200,336	$1,829,067
III	Information Services Group Inc.	+56,894	298,357	$1,145,690
HTLD	Heartland Express Inc	+55,043	127,290	$1,323,816
OMC	Omnicom Group Inc.	+48,868	55,205	$4,157,488
LINC	Lincoln Educational Services Corp	+48,159	173,558	$7,060,339
SNEX	StoneX Group Inc.	+45,671	168,304	$20,360,576
AVAH	Aveanna Healthcare Holdings, Inc.	+45,116	111,636	$718,935
UBER	Uber Technologies, Inc	+41,500	44,430	$3,195,849
BAC	Bank Of America Corp /De/	+37,872	79,472	$3,874,260
VSH	Vishay Intertechnology Inc	+36,593	48,314	$869,652
PFE	Pfizer Inc	+36,058	144,782	$4,065,478
NYAX	Nayax Ltd.	+35,382	56,567	$3,167,752
TFC	Truist Financial Corp	+31,600	78,830	$3,623,815
EGAN	EGAIN Corp	+30,738	73,244	$577,895
AEO	American Eagle Outfitters Inc	+30,657	43,282	$722,809
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JBI	Janus International Group, Inc.	−323,520	12,761	$65,719
MIR	Mirion Technologies, Inc.	−179,135	97,366	$1,810,033
SHOO	Steven Madden, Ltd.	−91,931	50,716	$1,720,286
ADPT	Adaptive Biotechnologies Corp	−86,269	152,339	$528,616
SIGA	Siga Technologies Inc	−68,506	512,039	$2,739,408
HLIT	Harmonic Inc.	−63,171	18,911	$169,820
NAMS	NewAmsterdam Pharma Co N.V.	−62,263	21,570	$690,455
DBX	Dropbox, Inc.	−55,624	26,738	$607,487
CWK	Cushman & Wakefield Ltd.	−55,593	53,344	$653,997
ACI	Albertsons Companies, Inc.	−54,500	35,423	$603,607
SIRI	Sirius Xm Holdings Inc.	−53,795	31,705	$731,751
EVER	EverQuote, Inc.	−53,232	33,485	$516,338
LKQ	Lkq Corp	−53,106	42,455	$1,246,903
HAPN	Happen, Inc.	−52,840	46,087	$659,965
ZETA	Zeta Global Holdings Corp.	−51,230	69,593	$1,107,920
UVE	Universal Insurance Holdings, Inc.	−49,017	23,014	$786,158
AHCO	AdaptHealth Corp.	−43,312	13,285	$158,091
WFC	Wells Fargo & Company/Mn	−41,377	11,837	$942,343
LEG	Leggett & Platt Inc	−41,198	17,158	$169,521
MTCH	Match Group, Inc.	−39,535	34,137	$1,048,347
UEC	Uranium Energy Corp	−39,254	40,313	$544,225
CPRX	Catalyst Pharmaceuticals, Inc.	−33,857	24,889	$616,251
GTY	Getty Realty Corp /Md/	−32,479	11,175	$355,365
WSBC	Wesbanco Inc	−32,162	13,076	$450,991
ATEN	A10 Networks, Inc.	−31,723	48,392	$1,118,823
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ODC	Oil-Dri Corp of America	70,512	$4,589,626
ES	Eversource Energy	55,000	$3,810,400
GRDN	Guardian Pharmacy Services, Inc.	58,890	$2,217,797
CALY	Callaway Golf Co	156,542	$2,172,802
ALNY	Alnylam Pharmaceuticals, Inc.	6,514	$2,155,287
ADTN	ADTRAN Holdings, Inc.	123,100	$1,548,598
WAY	Waystar Holding Corp.	62,650	$1,510,491
MKSI	Mks Inc	5,605	$1,288,085
MG	Mistras Group, Inc.	83,945	$1,240,707
ELVN	Enliven Therapeutics, Inc.	31,174	$1,222,020
FCFS	FirstCash Holdings, Inc.	6,230	$1,171,240
PTEN	Patterson Uti Energy Inc	106,750	$1,156,102
CAVA	Cava Group, Inc.	13,790	$1,115,611
SBUX	Starbucks Corp	12,319	$1,103,659
FIGS	FIGS, Inc.	74,150	$1,095,195
AGIO	Agios Pharmaceuticals, Inc.	32,373	$1,095,178
UTI	Universal Technical Institute Inc	29,975	$1,082,097
AVO	Mission Produce, Inc.	77,985	$1,073,073
SOPH	SOPHiA GENETICS SA	216,341	$1,070,887
COMP	Compass, Inc.	144,720	$1,057,903
DNTH	Dianthus Therapeutics, Inc. /DE/	12,532	$1,051,685
PUMP	ProPetro Holding Corp.	72,735	$1,048,111
LII	Lennox International Inc	2,257	$1,047,541
SIMO	Silicon Motion Technology CORP	9,270	$1,040,928
HL	Hecla Mining Co/De/	55,672	$1,037,169
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	26,900	$4,120,811
FSLR	First Solar, Inc.	15,175	$3,964,165
HUBS	Hubspot Inc	8,307	$3,333,599
EXAS	EXACT SCIENCES CORP	32,650	$3,315,934
UTHR	UNITED THERAPEUTICS Corp	6,522	$3,177,844
GH	Guardant Health, Inc.	26,076	$2,663,402
BBNX	Beta Bionics, Inc.	85,660	$2,610,060
ACN	Accenture plc	9,200	$2,468,360
WING	Wingstop Inc.	9,534	$2,273,763
WGO	Winnebago Industries Inc	56,108	$2,273,496
HURN	Huron Consulting Group Inc.	12,580	$2,175,207
ATEC	Alphatec Holdings, Inc.	102,945	$2,165,962
NTAP	NetApp, Inc.	19,948	$2,136,231
BKR	Baker Hughes Co	44,605	$2,031,311
TMDX	TransMedics Group, Inc.	15,735	$1,914,162
PEGA	Pegasystems Inc	31,185	$1,862,368
NCLH	Norwegian Cruise Line Holdings Ltd.	78,600	$1,754,352
WMT	Walmart Inc.	14,917	$1,661,902
HRI	Herc Holdings Inc	10,750	$1,595,085
APPF	Appfolio Inc	6,738	$1,567,595
ANGO	Angiodynamics Inc	116,567	$1,496,720
XMTR	Xometry, Inc.	24,055	$1,430,550
INVA	Innoviva, Inc.	71,269	$1,424,667
CALX	Calix, Inc	26,410	$1,397,881
TEL	TE Connectivity plc	6,122	$1,392,816
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

716 positions · $1,091,005,283 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 716 positions by value · page 1 of 15

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SNEX	StoneX Group Inc. Financial Services	Added	168,304	+45,671	$20,360,576	+16.4%	1.87%
AGX	Argan Inc Industrials	Reduced	33,117	-6,202	$18,037,174	+46.4%	1.65%
AAPL	Apple Inc. Technology	Added	59,228	+2,209	$15,031,474	−3.0%	1.38%
AVGO	Broadcom Inc. Technology	Added	48,436	+4,501	$14,991,426	−1.4%	1.37%
NVDA	Nvidia Corp Technology	Reduced	78,859	-3,898	$13,753,009	−10.9%	1.26%
IESC	IES Holdings, Inc. Industrials	Reduced	27,456	-2,877	$13,081,960	+10.9%	1.20%
VSEC	Vse Corp Industrials	Reduced	61,728	-2,654	$11,382,643	+2.3%	1.04%
GOOGL	Alphabet Inc. Communication Services	Reduced	32,804	-4,518	$9,433,118	−19.2%	0.86%
STRL	Sterling Infrastructure, Inc. Industrials	Added	21,702	+9,114	$8,838,573	+129.3%	0.81%
BGC	BGC Group, Inc. Financial Services	Reduced	844,728	-1,545	$8,261,439	+9.3%	0.76%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	38,636	-2,033	$8,046,719	−14.3%	0.74%
TFIN	Triumph Financial, Inc. Financial Services	Held	132,714	0	$7,917,717	−4.7%	0.73%
MSFT	Microsoft Corp Technology	Reduced	21,109	-2,613	$7,813,918	−31.9%	0.72%
MOD	Modine Manufacturing Co Consumer Cyclical	Added	35,224	+15,325	$7,633,393	+187.3%	0.70%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	Reduced	104,195	-1,622	$7,346,789	−8.5%	0.67%
LYTS	Lsi Industries Inc Technology	Reduced	392,912	-1,191	$7,308,163	+1.2%	0.67%
PLUS	Eplus Inc Technology	Added	94,401	+3,642	$7,103,675	−10.8%	0.65%
LINC	Lincoln Educational Services Corp Consumer Defensive	Added	173,558	+48,159	$7,060,339	+133.1%	0.65%
UFPT	Ufp Technologies Inc Healthcare	Added	35,721	+460	$6,915,585	−11.7%	0.63%
NFLX	Netflix Inc Communication Services	Added	70,277	+1,695	$6,757,133	+5.1%	0.62%
INSM	INSMED Inc Healthcare	Reduced	39,554	-452	$6,467,870	−7.1%	0.59%
WINA	Winmark Corp Consumer Cyclical	Held	14,915	0	$6,376,908	+5.6%	0.58%
ADI	Analog Devices Inc Technology	Added	19,765	+1,100	$6,288,037	+24.2%	0.58%
BWXT	BWX Technologies, Inc. Industrials	Reduced	30,539	-1,660	$6,244,920	+12.2%	0.57%
AGYS	Agilysys Inc Technology	Added	85,875	+11,740	$6,109,147	−30.7%	0.56%
TSLA	Tesla, Inc. Consumer Cyclical	Added	16,357	+1,552	$6,080,714	−8.7%	0.56%
NBBK	NB Bancorp, Inc. Financial Services	Added	276,070	+104,709	$5,816,794	+71.3%	0.53%
IIIV	i3 Verticals, Inc. Technology	Held	247,394	0	$5,531,729	−11.2%	0.51%
AEIS	Advanced Energy Industries Inc Industrials	Reduced	16,920	-4,283	$5,460,253	+23.0%	0.50%
DJCO	Daily Journal Corp Technology	Reduced	10,679	-3,538	$5,150,908	−25.7%	0.47%
CWCO	Consolidated Water Co. Ltd. Utilities	Held	150,335	0	$4,979,095	−6.1%	0.46%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	80,970	-18,614	$4,910,830	−8.6%	0.45%
QCOM	Qualcomm Inc/De Technology	Added	37,663	+2,720	$4,850,241	−18.9%	0.44%
FN	Fabrinet Technology	Added	9,297	+2,067	$4,848,571	+47.3%	0.44%
CRS	Carpenter Technology Corp Industrials	Reduced	12,252	-2,121	$4,829,125	+6.7%	0.44%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,799	+409	$4,781,867	+26.3%	0.44%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	6,004	-2,799	$4,638,930	−31.7%	0.43%
ODC	Oil-Dri Corp of America Basic Materials	NEW	70,512	NEW	$4,589,626	NEW	0.42%
MELI	Mercadolibre Inc Consumer Cyclical	Held	2,650	0	$4,581,903	−14.2%	0.42%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	15,565	-779	$4,578,600	−13.1%	0.42%
CSCO	Cisco Systems, Inc. Technology	Added	58,354	+5,017	$4,527,686	+10.2%	0.42%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	20,900	-5,582	$4,527,567	−5.1%	0.41%
LGND	Ligand Pharmaceuticals Inc Healthcare	Reduced	22,378	-3,863	$4,467,767	−9.9%	0.41%
ORCL	Oracle Corp Technology	Added	29,634	+13,571	$4,359,457	+39.2%	0.40%
VZ	Verizon Communications Inc Communication Services	Added	85,821	+18,341	$4,308,214	+56.8%	0.39%
C	Citigroup Inc Financial Services	Added	37,979	+16,279	$4,307,198	+70.1%	0.39%
BBIO	BridgeBio Pharma, Inc. Healthcare	Added	56,326	+11,101	$4,182,768	+20.9%	0.38%
OMC	Omnicom Group Inc. Communication Services	Added	55,205	+48,868	$4,157,488	+712.5%	0.38%
SPOT	Spotify Technology S.A. Communication Services	Added	8,500	+500	$4,121,735	−11.3%	0.38%
CLMB	Climb Global Solutions, Inc. Technology	Added	207,864	+167,448	$4,119,864	−0.8%	0.38%