EdgeMarket › What Legato Capital Management Llc reported owning
What Legato Capital Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
726Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AGX ARGAN INC | 18.0M | 1.6% | 33.1K | 501.63 | +132.4% |
| AAPL Apple Inc. | 15.0M | 1.4% | 59.2K | 309.35 | +36.9% |
| AVGO Broadcom Inc. | 15.0M | 1.4% | 48.4K | 368.45 | +26.5% |
| NVDA NVIDIA CORP | 13.8M | 1.3% | 78.9K | 214.72 | +22.4% |
| SNEX StoneX Group Inc. | 13.6M | 1.2% | 168.3K | 68.47 | +60.8% |
| IESC IES Holdings, Inc. | 13.1M | 1.2% | 27.5K | 342.52 | +6.5% |
| VSEC VSE CORP | 11.4M | 1.0% | 61.7K | 217.58 | +36.2% |
| GOOGL Alphabet Inc. | 9.4M | 0.9% | 32.8K | 344.82 | +73.0% |
| STRL STERLING INFRASTRUCTURE, INC. | 8.8M | 0.8% | 21.7K | 516.81 | +88.0% |
| BGC BGC Group, Inc. | 8.3M | 0.8% | 844.7K | 11.85 | +20.5% |
| AMZN AMAZON COM INC | 8.0M | 0.7% | 38.6K | 258.63 | +15.6% |
| TFIN Triumph Financial, Inc. | 7.9M | 0.7% | 132.7K | 74.95 | +38.5% |
| MSFT MICROSOFT CORP | 7.8M | 0.7% | 21.1K | 483.24 | -4.4% |
| MOD MODINE MANUFACTURING CO | 7.6M | 0.7% | 35.2K | 197.68 | +46.5% |
| KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | 7.3M | 0.7% | 104.2K | 57.17 | -11.0% |
| LYTS LSI INDUSTRIES INC | 7.3M | 0.7% | 392.9K | 20.34 | +5.4% |
| PLUS EPLUS INC | 7.1M | 0.6% | 94.4K | 86.85 | +22.0% |
| LINC LINCOLN EDUCATIONAL SERVICES CORP | 7.1M | 0.6% | 173.6K | 25.72 | +31.9% |
| UFPT UFP TECHNOLOGIES INC | 6.9M | 0.6% | 35.7K | 309.13 | +40.9% |
| NFLX NETFLIX INC | 6.8M | 0.6% | 70.3K | 79.59 | -34.4% |
| INSM INSMED Inc | 6.5M | 0.6% | 39.6K | 125.77 | -2.8% |
| WINA WINMARK CORP | 6.4M | 0.6% | 14.9K | 344.28 | -20.3% |
| ADI ANALOG DEVICES INC | 6.3M | 0.6% | 19.8K | 373.09 | +52.4% |
| BWXT BWX Technologies, Inc. | 6.2M | 0.6% | 30.5K | 156.78 | -4.1% |
| AGYS AGILYSYS INC | 6.1M | 0.6% | 85.9K | 113.80 | +6.9% |
| TSLA Tesla, Inc. | 6.1M | 0.6% | 16.4K | 362.86 | +12.0% |
| NBBK NB Bancorp, Inc. | 5.8M | 0.5% | 276.1K | 21.98 | +21.0% |
| IIIV i3 Verticals, Inc. | 5.5M | 0.5% | 247.4K | 16.68 | -45.8% |
| AEIS ADVANCED ENERGY INDUSTRIES INC | 5.5M | 0.5% | 16.9K | 285.83 | +93.5% |
| DJCO DAILY JOURNAL CORP | 5.2M | 0.5% | 10.7K | 599.83 | +29.6% |
| CWCO Consolidated Water Co. Ltd. | 5.0M | 0.5% | 150.3K | 29.46 | -9.3% |
| BMY BRISTOL MYERS SQUIBB CO | 4.9M | 0.4% | 81.0K | 67.01 | +38.9% |
| QCOM QUALCOMM INC/DE | 4.9M | 0.4% | 37.7K | 160.75 | +3.4% |
| FN Fabrinet | 4.8M | 0.4% | 9.3K | 436.67 | +55.8% |
| CRS CARPENTER TECHNOLOGY CORP | 4.8M | 0.4% | 12.3K | 492.38 | +105.1% |
| COST COSTCO WHOLESALE CORP /NEW | 4.8M | 0.4% | 4.8K | 947.74 | -4.7% |
| REGN REGENERON PHARMACEUTICALS, INC. | 4.6M | 0.4% | 6.0K | 834.04 | +41.1% |
| ODC Oil-Dri Corp of America | 4.6M | 0.4% | 70.5K | 89.94 | +52.5% |
| MELI MERCADOLIBRE INC | 4.6M | 0.4% | 2.6K | 1,922.73 | -17.7% |
| JPM JPMORGAN CHASE & CO | 4.6M | 0.4% | 15.6K | 351.58 | +20.3% |
| CSCO CISCO SYSTEMS, INC. | 4.5M | 0.4% | 58.4K | 111.04 | +65.5% |
| ROST ROSS STORES, INC. | 4.5M | 0.4% | 20.9K | 239.04 | +63.3% |
| LGND LIGAND PHARMACEUTICALS INC | 4.5M | 0.4% | 22.4K | 286.29 | +84.4% |
| ORCL ORACLE CORP | 4.4M | 0.4% | 29.6K | 146.47 | -37.7% |
| VZ VERIZON COMMUNICATIONS INC | 4.3M | 0.4% | 85.8K | 49.45 | +9.7% |
| C CITIGROUP INC | 4.3M | 0.4% | 38.0K | 131.65 | +41.3% |
| BBIO BridgeBio Pharma, Inc. | 4.2M | 0.4% | 56.3K | 81.50 | +66.7% |
| OMC OMNICOM GROUP INC. | 4.2M | 0.4% | 55.2K | 87.54 | +12.6% |
| SPOT Spotify Technology S.A. | 4.1M | 0.4% | 8.5K | 533.72 | -24.2% |
| CLMB Climb Global Solutions, Inc. | 4.1M | 0.4% | 207.9K | 28.28 | -2.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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