Legato Capital Management LLC

13F filer · CIK 0001442641

Reported Aug 6, 2026

13F portfolio value$1.21BU.S. long equity reported on 13F

Positions677Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight11.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026677 positions
AGXArgan Inc	$23.8M	1.97%	0.21%	-10.2%	Q4 2020
SNEXStoneX Group Inc.	$16.1M	1.33%	0.11%	-19.5%	Q1 2021
IESCIES Holdings, Inc.	$15.7M	1.30%	0.11%	-22.4%	Q1 2017
AGYSAgilysys Inc	$14.7M	1.22%	0.50%	+64.3%	Q4 2020
VSECVse Corp	$13.3M	1.10%	0.21%	-5.9%	Q1 2024
AVGOBroadcom Inc.	$11.8M	0.98%	0.00%	-35.7%	Q4 2022
NVDANvidia Corp	$11M	0.91%	0.00%	-30.3%	Q4 2022
LYTSLsi Industries Inc	$10.5M	0.87%	1.07%	+0.7%	Q4 2022
AAPLApple Inc.	$10.4M	0.87%	0.00%	-39.1%	Q4 2020
TFINTriumph Financial, Inc.	$10.1M	0.84%	0.56%	Not reported	Q3 2023
UFPTUfp Technologies Inc	$9.36M	0.78%	0.46%	-1.2%	Q4 2020
LINCLincoln Educational Services Corp	$9.14M	0.76%	0.58%	+5.5%	Q4 2022
BGCBGC Group, Inc.	$9.06M	0.75%	Not reported	+0.4%	Q3 2023
MODModine Manufacturing Co	$8.98M	0.74%	0.06%	-4.5%	Q3 2023
MSFTMicrosoft Corp	$7.78M	0.64%	0.00%	-1.3%	Q4 2020
NBBKNB Bancorp, Inc.	$7.74M	0.64%	0.84%	+32.6%	Q4 2025
GOOGLAlphabet Inc.	$7.67M	0.64%	0.00%	-34.6%	Q2 2021
WINAWinmark Corp	$7.58M	0.63%	0.50%	+20.2%	Q2 2017
ODCOil-Dri Corp of America	$7.51M	0.62%	Not reported	+4.2%	Q1 2026
PLUSEplus Inc	$7.2M	0.60%	0.33%	-8.4%	Q4 2020
FSVFirstService Corp	$7.09M	0.59%	0.11%	+87.0%	Q2 2017
GHMGraham Corp	$6.97M	0.58%	0.48%	+25.1%	Q2 2023
MIRMMirum Pharmaceuticals, Inc.	$6.85M	0.57%	0.09%	+40.1%	Q2 2023
CECOCeco Environmental Corp	$6.78M	0.56%	0.13%	+23.2%	Q4 2022
COHUCohu Inc	$6.76M	0.56%	0.18%	-13.4%	Q2 2024
STRLSterling Infrastructure, Inc.	$6.48M	0.54%	0.03%	-64.4%	Q4 2022
DJCODaily Journal Corp	$6.42M	0.53%	0.78%	Not reported	Q1 2024
SMTCSemtech Corp	$6.28M	0.52%	0.04%	+5.3%	Q1 2017
RVMDRevolution Medicines, Inc.	$6.19M	0.51%	0.02%	-11.6%	Q2 2024
BWXTBWX Technologies, Inc.	$6.09M	0.50%	0.03%	+2.5%	Q3 2023
CRSCarpenter Technology Corp	$6.07M	0.50%	0.02%	-19.6%	Q3 2023
UCTTUltra Clean Holdings, Inc.	$5.95M	0.49%	0.09%	+7.2%	Q4 2024
ADPTAdaptive Biotechnologies Corp	$5.87M	0.49%	0.17%	+79.5%	Q1 2023
ECVTEcovyst Inc.	$5.85M	0.49%	0.43%	New	Q2 2026
KNSAKiniksa Pharmaceuticals International, plc	$5.58M	0.46%	Not reported	+23.3%	Q1 2023
YETIYETI Holdings, Inc.	$5.37M	0.44%	0.14%	+177.6%	Q4 2022
OUSTOuster, Inc.	$5.31M	0.44%	0.12%	+46.8%	Q1 2024
AMZNAmazon Com Inc	$5.3M	0.44%	0.00%	-42.4%	Q4 2022
XMTRXometry, Inc.	$5.3M	0.44%	0.12%	Not reported	Q4 2023
IIIVi3 Verticals, Inc.	$5.28M	0.44%	Not reported	Not reported	Q4 2024
LSCCLattice Semiconductor Corp	$5.15M	0.43%	0.02%	-12.8%	Q2 2021
TVTXTravere Therapeutics, Inc.	$4.99M	0.41%	0.09%	+37.0%	Q1 2025
LGNDLigand Pharmaceuticals Inc	$4.92M	0.41%	0.08%	-30.4%	Q4 2023
TSLATesla, Inc.	$4.83M	0.40%	0.00%	-29.8%	Q4 2022
CLMBClimb Global Solutions, Inc.	$4.82M	0.40%	1.11%	Not reported	Q3 2025
NYAXNayax Ltd.	$4.82M	0.40%	0.20%	+30.1%	Q4 2025
CALYCallaway Golf Co	$4.81M	0.40%	0.14%	+63.6%	Q2 2021
POWLPowell Industries Inc	$4.69M	0.39%	0.04%	+6.5%	Q3 2025
AXSMAxsome Therapeutics, Inc.	$4.56M	0.38%	0.04%	+20.0%	Q4 2022
AIPArteris, Inc.	$4.55M	0.38%	0.19%	+2.9%	Q3 2024

Q1 2026Reported May 14, 2026725 positions
AGXArgan Inc	$18M	1.64%	0.24%	-15.8%	Q4 2020
AAPLApple Inc.	$15M	1.37%	0.00%	+3.9%	Q4 2020
AVGOBroadcom Inc.	$15M	1.36%	0.00%	+10.2%	Q4 2022
NVDANvidia Corp	$13.8M	1.25%	0.00%	-4.7%	Q4 2022
SNEXStoneX Group Inc.	$13.6M	1.24%	0.21%	-8.5%	Q1 2021
IESCIES Holdings, Inc.	$13.1M	1.19%	0.14%	-9.5%	Q1 2017
VSECVse Corp	$11.4M	1.04%	0.22%	-4.1%	Q1 2024
GOOGLAlphabet Inc.	$9.43M	0.86%	0.00%	-12.1%	Q2 2021
STRLSterling Infrastructure, Inc.	$8.84M	0.80%	0.07%	+72.4%	Q4 2022
BGCBGC Group, Inc.	$8.26M	0.75%	Not reported	-0.2%	Q3 2023
AMZNAmazon Com Inc	$8.05M	0.73%	0.00%	-5.0%	Q4 2022
TFINTriumph Financial, Inc.	$7.92M	0.72%	0.56%	Not reported	Q3 2023
MSFTMicrosoft Corp	$7.81M	0.71%	0.00%	-11.0%	Q4 2020
MODModine Manufacturing Co	$7.63M	0.69%	0.07%	+77.0%	Q3 2023
KTOSKratos Defense & Security Solutions, Inc.	$7.35M	0.67%	0.06%	-1.5%	Q4 2022
LYTSLsi Industries Inc	$7.31M	0.67%	1.07%	-0.3%	Q4 2022
PLUSEplus Inc	$7.1M	0.65%	0.36%	+4.0%	Q4 2020
LINCLincoln Educational Services Corp	$7.06M	0.64%	0.55%	+38.4%	Q4 2022
UFPTUfp Technologies Inc	$6.92M	0.63%	0.46%	+1.3%	Q4 2020
NFLXNetflix Inc	$6.76M	0.61%	0.00%	+2.5%	Q4 2022
INSMINSMED Inc	$6.47M	0.59%	0.02%	-1.1%	Q4 2022
WINAWinmark Corp	$6.38M	0.58%	0.42%	Not reported	Q2 2017
ADIAnalog Devices Inc	$6.29M	0.57%	0.00%	+5.9%	Q4 2022
BWXTBWX Technologies, Inc.	$6.24M	0.57%	0.03%	-5.2%	Q3 2023
AGYSAgilysys Inc	$6.11M	0.56%	0.30%	+15.8%	Q4 2020
TSLATesla, Inc.	$6.08M	0.55%	0.00%	+10.5%	Q4 2022
NBBKNB Bancorp, Inc.	$5.82M	0.53%	0.62%	+61.1%	Q4 2025
IIIVi3 Verticals, Inc.	$5.53M	0.50%	Not reported	Not reported	Q4 2024
AEISAdvanced Energy Industries Inc	$5.46M	0.50%	0.04%	-20.2%	Q2 2021
DJCODaily Journal Corp	$5.15M	0.47%	0.78%	-24.9%	Q1 2024
CWCOConsolidated Water Co. Ltd.	$4.98M	0.45%	0.94%	Not reported	Q4 2023
BMYBristol Myers Squibb Co	$4.91M	0.45%	0.00%	-18.7%	Q4 2022
QCOMQualcomm Inc	$4.85M	0.44%	0.00%	+7.8%	Q4 2020
FNFabrinet	$4.85M	0.44%	0.03%	+28.6%	Q2 2023
CRSCarpenter Technology Corp	$4.83M	0.44%	0.02%	-14.8%	Q3 2023
COSTCostco Wholesale Corp	$4.78M	0.44%	0.00%	+9.3%	Q4 2022
REGNRegeneron Pharmaceuticals, Inc.	$4.64M	0.42%	0.01%	-31.8%	Q2 2021
ODCOil-Dri Corp of America	$4.59M	0.42%	Not reported	New	Q1 2026
MELIMercadolibre Inc	$4.58M	0.42%	0.01%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$4.58M	0.42%	0.00%	-4.8%	Q2 2021
CSCOCisco Systems, Inc.	$4.53M	0.41%	0.00%	+9.4%	Q2 2021
ROSTRoss Stores, Inc.	$4.53M	0.41%	0.01%	-21.1%	Q4 2022
LGNDLigand Pharmaceuticals Inc	$4.47M	0.41%	0.11%	-14.7%	Q4 2023
ORCLOracle Corp	$4.36M	0.40%	0.00%	+84.5%	Q4 2025
VZVerizon Communications Inc	$4.31M	0.39%	0.00%	+27.2%	Q4 2025
CCitigroup Inc	$4.31M	0.39%	0.00%	+75.0%	Q4 2022
BBIOBridgeBio Pharma, Inc.	$4.18M	0.38%	0.03%	+24.6%	Q2 2021
OMCOmnicom Group Inc.	$4.16M	0.38%	0.02%	+771.2%	Q4 2025
SPOTSpotify Technology S.A.	$4.12M	0.38%	0.00%	+6.3%	Q4 2022
CLMBClimb Global Solutions, Inc.	$4.12M	0.37%	1.13%	+28.6%	Q3 2025

Q4 2025Reported Feb 6, 2026748 positions
AAPLApple Inc.	$15.5M	1.33%	0.00%	+76.9%	Q4 2020
NVDANvidia Corp	$15.4M	1.33%	0.00%	+37.9%	Q4 2022
AVGOBroadcom Inc.	$15.2M	1.31%	0.00%	+56.3%	Q4 2022
AGXArgan Inc	$12.3M	1.06%	0.28%	-35.1%	Q4 2020
IESCIES Holdings, Inc.	$11.8M	1.02%	0.15%	-13.9%	Q1 2017
GOOGLAlphabet Inc.	$11.7M	1.01%	0.00%	-16.1%	Q2 2021
SNEXStoneX Group Inc.	$11.7M	1.00%	0.23%	Not reported	Q1 2021
MSFTMicrosoft Corp	$11.5M	0.99%	0.00%	+167.4%	Q4 2020
VSECVse Corp	$11.1M	0.96%	0.28%	+11.6%	Q1 2024
AMZNAmazon Com Inc	$9.39M	0.81%	0.00%	+60.9%	Q4 2022
AGYSAgilysys Inc	$8.81M	0.76%	0.26%	Not reported	Q4 2020
TFINTriumph Financial, Inc.	$8.31M	0.72%	0.56%	+21.7%	Q3 2023
KTOSKratos Defense & Security Solutions, Inc.	$8.03M	0.69%	0.06%	+1.1%	Q4 2022
PLUSEplus Inc	$7.96M	0.69%	0.34%	-1.2%	Q4 2020
UFPTUfp Technologies Inc	$7.83M	0.67%	0.46%	-6.7%	Q4 2020
BGCBGC Group, Inc.	$7.56M	0.65%	Not reported	+1.2%	Q3 2023
LYTSLsi Industries Inc	$7.22M	0.62%	1.27%	+8.7%	Q4 2022
INSMINSMED Inc	$6.96M	0.60%	0.02%	+14.9%	Q4 2022
DJCODaily Journal Corp	$6.93M	0.60%	0.79%	+18.2%	Q1 2024
REGNRegeneron Pharmaceuticals, Inc.	$6.79M	0.58%	0.01%	-13.7%	Q2 2021
TSLATesla, Inc.	$6.66M	0.57%	0.00%	-5.7%	Q4 2022
MIRMirion Technologies, Inc.	$6.48M	0.56%	1.47%	+47.1%	Q3 2023
NFLXNetflix Inc	$6.43M	0.55%	0.00%	-8.6%	Q4 2022
IIIVi3 Verticals, Inc.	$6.23M	0.54%	Not reported	Not reported	Q4 2024
WINAWinmark Corp	$6.04M	0.52%	0.42%	Not reported	Q2 2017
QCOMQualcomm Inc	$5.98M	0.51%	0.00%	+24.7%	Q4 2020
SHOOSteven Madden, Ltd.	$5.94M	0.51%	0.20%	+134.9%	Q2 2017
BWXTBWX Technologies, Inc.	$5.57M	0.48%	0.04%	+2.0%	Q3 2023
BMYBristol Myers Squibb Co	$5.37M	0.46%	0.00%	+136.3%	Q4 2022
MELIMercadolibre Inc	$5.34M	0.46%	0.01%	-11.1%	Q4 2020
CWCOConsolidated Water Co. Ltd.	$5.31M	0.46%	0.94%	Not reported	Q4 2023
TRIPTripAdvisor, Inc.	$5.29M	0.46%	0.32%	Not reported	Q1 2025
JPMJPMorgan Chase & Co	$5.27M	0.45%	0.00%	+74.9%	Q2 2021
ADIAnalog Devices Inc	$5.06M	0.44%	0.00%	-17.7%	Q4 2022
LGNDLigand Pharmaceuticals Inc	$4.96M	0.43%	0.13%	+61.0%	Q4 2023
WFCWells Fargo & Company	$4.96M	0.43%	0.00%	+42.0%	Q4 2022
CECOCeco Environmental Corp	$4.86M	0.42%	0.23%	+77.9%	Q4 2022
ISRGIntuitive Surgical Inc	$4.81M	0.41%	0.00%	-27.4%	Q4 2022
ROSTRoss Stores, Inc.	$4.77M	0.41%	0.01%	-4.1%	Q4 2022
SPOTSpotify Technology S.A.	$4.65M	0.40%	0.00%	-27.3%	Q4 2022
CRSCarpenter Technology Corp	$4.53M	0.39%	0.03%	+66.5%	Q3 2023
AEISAdvanced Energy Industries Inc	$4.44M	0.38%	0.06%	-6.7%	Q2 2021
PJCPiper Sandler Companies	$4.24M	0.37%	Not reported	+43.5%	Q2 2024
CLMBClimb Global Solutions, Inc.	$4.15M	0.36%	0.22%	+86.2%	Q3 2025
FSVFirstService Corp	$4.15M	0.36%	0.06%	Not reported	Q2 2017
NOWServiceNow, Inc.	$4.12M	0.35%	0.00%	+3.5%	Q3 2023
CSCOCisco Systems, Inc.	$4.11M	0.35%	0.00%	+128.6%	Q2 2021
FSLRFirst Solar, Inc.	$3.96M	0.34%	0.01%	-24.1%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$3.96M	0.34%	0.00%	-23.2%	Q3 2024
SNPSSynopsys Inc	$3.9M	0.34%	0.00%	-5.7%	Q3 2024

Q3 2025Reported Nov 12, 2025556 positions
AGXArgan Inc	$16.4M	1.78%	0.44%	Not reported	Q4 2020
IESCIES Holdings, Inc.	$14M	1.53%	0.18%	Not reported	Q1 2017
SNEXStoneX Group Inc.	$12.4M	1.35%	0.10%	Not reported	Q1 2021
NVDANvidia Corp	$11.2M	1.22%	0.00%	+20.0%	Q4 2022
GOOGLAlphabet Inc.	$10.8M	1.18%	0.00%	+0.8%	Q2 2021
VSECVse Corp	$9.59M	1.04%	0.28%	-3.7%	Q1 2024
KTOSKratos Defense & Security Solutions, Inc.	$9.56M	1.04%	0.06%	-17.0%	Q4 2022
AVGOBroadcom Inc.	$9.28M	1.01%	0.00%	-29.6%	Q4 2022
NFLXNetflix Inc	$8.99M	0.98%	0.00%	Not reported	Q4 2022
LYTSLsi Industries Inc	$8.56M	0.93%	1.17%	Not reported	Q4 2022
AAPLApple Inc.	$8.21M	0.89%	0.00%	Not reported	Q4 2020
IIIVi3 Verticals, Inc.	$8.03M	0.87%	Not reported	Not reported	Q4 2024
BGCBGC Group, Inc.	$7.91M	0.86%	Not reported	Not reported	Q3 2023
AGYSAgilysys Inc	$7.8M	0.85%	0.26%	Not reported	Q4 2020
SPOTSpotify Technology S.A.	$7.68M	0.84%	0.01%	Not reported	Q4 2022
UFPTUfp Technologies Inc	$7.54M	0.82%	0.49%	Not reported	Q4 2020
WINAWinmark Corp	$7.42M	0.81%	0.42%	Not reported	Q2 2017
TSLATesla, Inc.	$6.98M	0.76%	0.00%	Not reported	Q4 2022
MELIMercadolibre Inc	$6.96M	0.76%	0.01%	Not reported	Q4 2020
STRLSterling Infrastructure, Inc.	$6.62M	0.72%	0.06%	-18.3%	Q4 2022
PLUSEplus Inc	$6.52M	0.71%	0.35%	Not reported	Q4 2020
TRIPTripAdvisor, Inc.	$5.91M	0.64%	0.31%	Not reported	Q1 2025
BWXTBWX Technologies, Inc.	$5.82M	0.63%	0.03%	+31.7%	Q3 2023
REGNRegeneron Pharmaceuticals, Inc.	$5.74M	0.62%	0.01%	+4.3%	Q2 2021
DJCODaily Journal Corp	$5.59M	0.61%	0.87%	+29.3%	Q1 2024
ADIAnalog Devices Inc	$5.57M	0.61%	0.00%	Not reported	Q4 2022
AMZNAmazon Com Inc	$5.55M	0.60%	0.00%	Not reported	Q4 2022
TFINTriumph Financial, Inc.	$5.46M	0.59%	0.46%	Not reported	Q3 2023
CRWDCrowdStrike Holdings, Inc.	$5.39M	0.59%	0.00%	Not reported	Q3 2024
CWCOConsolidated Water Co. Ltd.	$5.3M	0.58%	0.94%	Not reported	Q4 2023
ISRGIntuitive Surgical Inc	$5.23M	0.57%	0.00%	+23.2%	Q4 2022
FSVFirstService Corp	$5.09M	0.55%	0.06%	Not reported	Q2 2017
INSMINSMED Inc	$5.02M	0.55%	0.02%	-3.5%	Q4 2022
NOWServiceNow, Inc.	$4.79M	0.52%	0.00%	Not reported	Q3 2023
SIGASiga Technologies Inc	$4.69M	0.51%	0.72%	-4.6%	Q2 2017
QCOMQualcomm Inc	$4.66M	0.51%	0.00%	+14.4%	Q4 2020
MSFTMicrosoft Corp	$4.59M	0.50%	0.00%	-1.9%	Q4 2020
MODModine Manufacturing Co	$4.43M	0.48%	0.06%	+31.1%	Q3 2023
FSLRFirst Solar, Inc.	$4.41M	0.48%	0.02%	Not reported	Q4 2022
ADSKAutodesk, Inc.	$4.38M	0.48%	0.01%	Not reported	Q4 2022
MIRMirion Technologies, Inc.	$4.37M	0.48%	1.00%	+24.8%	Q3 2023
SNPSSynopsys Inc	$4.34M	0.47%	0.00%	+14.3%	Q3 2024
ROSTRoss Stores, Inc.	$4.21M	0.46%	0.01%	Not reported	Q4 2022
ACNAccenture plc	$4.19M	0.46%	0.00%	+31.6%	Q2 2021
APHAmphenol Corp	$4.18M	0.46%	0.00%	-13.2%	Q4 2022
DEDeere & Co	$3.99M	0.43%	0.00%	Not reported	Q4 2022
DDOGDatadog, Inc.	$3.99M	0.43%	0.04%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$3.98M	0.43%	0.00%	Not reported	Q4 2022
AEISAdvanced Energy Industries Inc	$3.86M	0.42%	0.06%	+18.4%	Q2 2021
JNJJohnson & Johnson	$3.84M	0.42%	0.00%	-5.3%	Q2 2021

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