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Portfolio (Quarterly) Guide ↗

Legato Capital Management LLC

· CIK 0001442641
13F Portfolio $1.2B AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 750 New
Page 15 of 38  ·  750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TTMI TTM TECHNOLOGIES Technology 19,405.0 $1.3M 0.12% NEW $69.00 +176.3%
282 MXL MAXLINEAR INC Technology 76,754.0 $1.3M 0.12% NEW $17.43 +480.0%
283 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 46,028.0 $1.3M 0.12% NEW $29.04 -27.2%
284 MP MP MATERIALS CORP Basic Materials 26,430.0 $1.3M 0.12% NEW $50.52 +29.1%
285 WGS GENEDX HOLDINGS CORP CL A Healthcare 10,240.0 $1.3M 0.12% NEW $130.06 -62.0%
286 LAW CS DISCO INC Technology 171,313.0 $1.3M 0.11% NEW $7.76 -52.2%
287 TXN TEXAS INSTRUMENTS INC Technology 7,652.0 $1.3M 0.11% NEW $173.49 +83.0%
288 W WAYFAIR INC Consumer Cyclical 13,215.0 $1.3M 0.11% NEW $100.41 -27.1%
289 AXGN AXOGEN INC Healthcare 40,435.0 $1.3M 0.11% NEW $32.73 +21.8%
290 PI IMPINJ INC EAM INVESTORS LLC N Technology 7,600.0 $1.3M 0.11% NEW $174.01 -9.3%
291 ORA ORMAT TECHNOLOGIES INC Utilities 11,936.0 $1.3M 0.11% NEW $110.47 +26.5%
292 ALNT ALLIED MOTION TECHNOLOGIES INC Technology 23,997.0 $1.3M 0.11% NEW $53.75 +40.4%
293 SPRY ARS PHARMACEUTICALS INC Healthcare 109,095.0 $1.3M 0.11% NEW $11.65 -27.0%
294 OUSTER INC NEW 58,638.0 $1.3M 0.11% NEW $21.64
295 GREAT LAKES DREDGE & DOCK CORP 96,684.0 $1.3M 0.11% NEW $13.12
296 ABT ABBOTT LABORATORIES Healthcare 10,071.0 $1.3M 0.11% NEW $125.29 -31.6%
297 VERA VERA THERAPEUTICS INC CL A Healthcare 24,704.0 $1.3M 0.11% NEW $50.64 -32.3%
298 DFIN DONNELLEY FINANCIAL SOLUTIONS Financial Services 26,785.0 $1.3M 0.11% NEW $46.69 -15.7%
299 ACIW ACI WORLDWIDE INC Technology 26,121.0 $1.2M 0.11% NEW $47.81 -11.5%
300 RAIL FREIGHTCAR AMER INC Industrials 111,946.0 $1.2M 0.11% NEW $11.07 -30.0%
Page 15 of 38  ·  750 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.4%
Industrials 18.6%
Healthcare 17.0%
Financial Services 13.7%
Consumer Cyclical 11.0%
Communication Services 4.1%
Energy 3.0%
Consumer Defensive 2.7%
Basic Materials 1.6%
Utilities 1.5%