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Portfolio (Quarterly) Guide ↗

Legato Capital Management LLC

· CIK 0001442641
13F Portfolio $1.1B AUM 726 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 152 New 204 Added 290 Reduced 176 Exited
Page 10 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BVS BIOVENTUS INC Healthcare 200,336.0 $1.8M 0.17% +63K +45.6% $9.13 -1.2%
182 SEI SOLARIS ENERGY INFRASTRUCTURE Energy 32,095.0 $1.8M 0.17% +10K +47.7% $56.51 +33.4%
183 MIR MIRION TECHNOLOGIES INC COM CL Industrials 97,366.0 $1.8M 0.17% -179K -64.8% $18.59 -3.2%
184 KRYS KRYSTAL BIOTECH INC Healthcare 6,973.0 $1.8M 0.16% +5K +264.5% $258.32 +17.2%
185 MAMA MAMAMANCINIS HOLDINGS INC Consumer Defensive 117,404.0 $1.8M 0.16% -2K -1.3% $15.34 -6.1%
186 EMR EMERSON ELECTRIC CO Industrials 1,131.0 $1.8M 0.16% -10K -89.5% $1591.59 -91.1%
187 KRMN KARMAN HOLDINGS INC COMMON STO Industrials 22,240.0 $1.8M 0.16% +4K +20.6% $80.05 -24.2%
188 DOCN DIGITALOCEAN HOLDINGS INC Technology 20,705.0 $1.8M 0.16% -8K -27.0% $85.78 +87.4%
189 INVX INNOVEX INTERNATIONAL INC COM Energy 71,052.0 $1.7M 0.16% -28K -28.1% $24.39 +22.8%
190 SHOO STEVEN MADDEN LTD Consumer Cyclical 50,716.0 $1.7M 0.16% -92K -64.5% $33.92 +26.0%
191 RKLB ROCKET LAB CORP Industrials 26,545.0 $1.7M 0.15% -3K -11.4% $64.22 +123.0%
192 KVYO KLAVIYO INC SER A Technology 84,785.0 $1.6M 0.15% +19K +28.7% $19.46 -25.7%
193 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 74,293.0 $1.6M 0.15% -666.0 -0.9% $21.75 +20.2%
194 BRC BRADY CORPORATION CL A Industrials 19,697.0 $1.6M 0.15% -14K -40.7% $81.24 +8.1%
195 CRDO CREDO TECHNOLOGY GROUP HOLDING Technology 16,658.0 $1.6M 0.14% -9K -33.9% $93.87 +136.1%
196 DY DYCOM INDUSTRIES INC Industrials 4,615.0 $1.6M 0.14% -835.0 -15.3% $338.82 +24.1%
197 ORN ORION MARINE GROUP INC Industrials 143,016.0 $1.6M 0.14% -2K -1.4% $10.90 +31.9%
198 ALNT ALLIED MOTION TECHNOLOGIES INC Technology 26,369.0 $1.6M 0.14% +2K +9.9% $59.09 +20.7%
199 ADTRAN HOLDINGS INC 123,100.0 $1.5M 0.14% NEW $12.58
200 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 33,225.0 $1.5M 0.14% +14K +77.4% $46.51 -4.6%
Page 10 of 37  ·  726 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 24.7%
Industrials 19.3%
Healthcare 15.8%
Financial Services 12.6%
Consumer Cyclical 10.2%
Communication Services 4.2%
Consumer Defensive 4.1%
Energy 3.6%
Basic Materials 2.3%
Utilities 2.2%