Legato Capital Management LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$742.2B
Holdings
563
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (563 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AGXARGAN INC | 77,312 | $10.1B | 1.37% | |
| 2 | SNEXSTONEX GROUP INC | 128,713 | $9.8B | 1.32% | |
| 3 | BGCBGC GROUP INC CL A | 833,259 | $7.6B | 1.03% | |
| 4 | UFPTUFP TECHNOLOGIES INC | 37,725 | $7.6B | 1.03% | |
| 5 | VSECVSE CORP | 59,605 | $7.2B | 0.96% | |
| 6 | AAPLAPPLE INC | 32,181 | $7.1B | 0.96% | |
| 7 | NFLXNETFLIX COM INC | 7,500 | $7.0B | 0.94% | |
| 8 | AVGOBROADCOM INC | 40,434 | $6.8B | 0.91% | |
| 9 | REGNREGENERON PHARMACEUTICALS INC | 9,784 | $6.2B | 0.84% | |
| 10 | —LSI INDS INC | 361,782 | $6.2B | 0.83% | |
| 11 | IIIVI3 VERTICALS INC | 246,184 | $6.1B | 0.82% | |
| 12 | SPOTSPOTIFY TECHNOLOGY SA | 11,000 | $6.1B | 0.82% | |
| 13 | MELIMERCADOLIBRE INC | 2,980 | $5.8B | 0.78% | |
| 14 | SSNCIES HOLDINGS INC | 35,003 | $5.8B | 0.78% | |
| 15 | PLUSEPLUS INC | 89,541 | $5.5B | 0.74% | |
| 16 | NVDANVIDIA CORP | 50,000 | $5.4B | 0.73% | |
| 17 | AGYSAGILYSYS INC | 73,825 | $5.4B | 0.72% | |
| 18 | NOMDNOMAD FOODS LIMITED | 269,555 | $5.3B | 0.71% | |
| 19 | —ALPHABET INC CLASS A | 33,577 | $5.2B | 0.70% | |
| 20 | AMZNAMAZON.COM INC | 25,275 | $4.8B | 0.65% | |
| 21 | ACNACCENTURE PLC IRELAND | 15,153 | $4.7B | 0.64% | |
| 22 | WINAWINMARK CORP | 14,835 | $4.7B | 0.64% | |
| 23 | ISRGINTUITIVE SURGICAL INC | 9,500 | $4.7B | 0.63% | |
| 24 | ADIANALOG DEVICES INC | 22,643 | $4.6B | 0.62% | |
| 25 | FSVFIRSTSERVICE CORPORATION | 26,475 | $4.4B | 0.59% | |
| 26 | TFINTRIUMPH BANCORP INC | 74,123 | $4.3B | 0.58% | |
| 27 | NOWSERVICENOW INC | 5,200 | $4.1B | 0.56% | |
| 28 | DEDEERE & CO | 8,714 | $4.1B | 0.55% | |
| 29 | COSTCOSTCO WHOLESALE CORP | 4,300 | $4.1B | 0.55% | |
| 30 | TSLATESLA MOTORS INC. | 15,300 | $4.0B | 0.53% | |
| 31 | CRWDCROWDSTRIKE HOLDINGS INC | 11,000 | $3.9B | 0.52% | |
| 32 | DJCODAILY JOURNAL CORP | 9,305 | $3.7B | 0.50% | |
| 33 | CWCOCONSOLIDATED WATER CO LTD SHS | 149,525 | $3.7B | 0.49% | |
| 34 | JNJJOHNSON & JOHNSON | 21,888 | $3.6B | 0.49% | |
| 35 | ADSKAUTODESK INCORPORATED | 13,775 | $3.6B | 0.49% | |
| 36 | ROSTROSS STORES INC | 27,600 | $3.5B | 0.48% | |
| 37 | MSFTMICROSOFT CORP | 9,355 | $3.5B | 0.47% | |
| 38 | QCOMQUALCOMM INC | 22,329 | $3.4B | 0.46% | |
| 39 | VVISA INC | 9,731 | $3.4B | 0.46% | |
| 40 | —INTERCONTINENTALEXCHANGE INC | 19,217 | $3.3B | 0.45% | |
| 41 | SNPSSYNOPSYS INC | 7,700 | $3.3B | 0.44% | |
| 42 | —ARIS WATER SOLUTIONS INC CLASS | 102,813 | $3.3B | 0.44% | |
| 43 | SYKSTRYKER CORP | 8,664 | $3.2B | 0.43% | |
| 44 | HTDCORCEPT THERAPEUTICS INC | 27,975 | $3.2B | 0.43% | |
| 45 | IM8NINSMED INC | 41,857 | $3.2B | 0.43% | |
| 46 | OSISOSI SYSTEMS INC | 16,214 | $3.2B | 0.42% | |
| 47 | HUBSHUBSPOT INC | 5,500 | $3.1B | 0.42% | |
| 48 | KTOSKRATOS DEFENSE & SECURITY SOLU | 105,432 | $3.1B | 0.42% | |
| 49 | AMTAMERICAN TOWER CORP REIT | 14,300 | $3.1B | 0.42% | |
| 50 | CBCHUBB LTD | 10,200 | $3.1B | 0.42% | |
| 51 | WMTWAL-MART STORES INC | 34,865 | $3.1B | 0.41% | |
| 52 | PLMRPALOMAR HOLDINGS INC | 22,216 | $3.0B | 0.41% | |
| 53 | —EMBRAER SA | 65,547 | $3.0B | 0.41% | |
| 54 | LKQ1LKQ CORP | 70,797 | $3.0B | 0.41% | |
| 55 | BRK/BBERKSHIRE HATHAWAY INC CL B | 5,479 | $2.9B | 0.39% | |
| 56 | SIGASIGA TECHNOLOGIES INC | 532,441 | $2.9B | 0.39% | |
| 57 | SHOSUNSTONE HOTEL INVESTORS INC R | 307,871 | $2.9B | 0.39% | |
| 58 | —CISCO SYSTEMS INC | 46,250 | $2.9B | 0.38% | |
| 59 | VEEVVEEVA SYSTEMS INC | 12,300 | $2.8B | 0.38% | |
| 60 | STGWSTAGWELL INC COM CL A | 469,290 | $2.8B | 0.38% | |
| 61 | MMSMAXIMUS INC | 40,570 | $2.8B | 0.37% | |
| 62 | DDOGDATADOG INC CL A COM | 27,500 | $2.7B | 0.37% | |
| 63 | AYIACUITY INC COM | 10,247 | $2.7B | 0.36% | |
| 64 | DOXAMDCOS LIMITED | 29,462 | $2.7B | 0.36% | |
| 65 | —JPMORGAN CHASE & CO | 10,985 | $2.7B | 0.36% | |
| 66 | WFCWELLS FARGO & CO | 37,484 | $2.7B | 0.36% | |
| 67 | BWXTBWX TECHNOLOGIES INC | 26,875 | $2.7B | 0.36% | |
| 68 | 1RGREV GROUP INC | 81,742 | $2.6B | 0.35% | |
| 69 | BMYBRISTOL MYERS SQUIBB CO | 42,146 | $2.6B | 0.35% | |
| 70 | WDAYWORKDAY INC | 10,900 | $2.5B | 0.34% | |
| 71 | INVXINNOVEX INTERNATIONAL INC COM | 140,970 | $2.5B | 0.34% | |
| 72 | FSLRFIRST SOLAR INC | 20,000 | $2.5B | 0.34% | |
| 73 | CLXCLOROX COMPANY | 17,100 | $2.5B | 0.34% | |
| 74 | DRSLEONARDO DRS INC COM | 75,255 | $2.5B | 0.33% | |
| 75 | TRIPTRIPADVISOR INC | 172,890 | $2.4B | 0.33% | |
| 76 | ONON SEMICONDUCTOR CORP | 60,000 | $2.4B | 0.33% | |
| 77 | AMGNAMGEN INC | 7,831 | $2.4B | 0.33% | |
| 78 | MTDMETTLER-TOLEDO INTL INC | 2,050 | $2.4B | 0.33% | |
| 79 | ELVANTHEM INC | 5,433 | $2.4B | 0.32% | |
| 80 | ACIALBERTSONS COMPANIES INC | 107,221 | $2.4B | 0.32% | |
| 81 | STRLSTERLING CONSTRUCTION CO | 20,706 | $2.3B | 0.32% | |
| 82 | BLDRBUILDERS FIRSTSOURCE INC | 18,749 | $2.3B | 0.32% | |
| 83 | JBIJANUS INTERNATIONAL GROUP INC | 321,430 | $2.3B | 0.31% | |
| 84 | RBCRBC BEARINGS INC | 7,158 | $2.3B | 0.31% | |
| 85 | ALSNTRANSMISSION HOLDINGS INC | 24,032 | $2.3B | 0.31% | |
| 86 | WCCWESCO INTL INC | 14,622 | $2.3B | 0.31% | |
| 87 | SKTTANGER FACTORY OUTLET CENTER R | 65,330 | $2.2B | 0.30% | |
| 88 | APHAMPHENOL CORP CL A | 33,564 | $2.2B | 0.30% | |
| 89 | ALGALAMO GROUP | 12,223 | $2.2B | 0.29% | |
| 90 | GSGOLDMAN SACHS GROUP INC | 3,978 | $2.2B | 0.29% | |
| 91 | WEAWESTERN ALLIANCE BANCORP | 28,212 | $2.2B | 0.29% | |
| 92 | CSGSCSG SYSTEMS INTL INC | 35,777 | $2.2B | 0.29% | |
| 93 | AEISADVANCED ENERGY INDS INC | 22,179 | $2.1B | 0.28% | |
| 94 | OLLIOLLIES BARGAIN OUTLET HOLDINGS | 17,934 | $2.1B | 0.28% | |
| 95 | WGSGENEDX HOLDINGS CORP CL A | 23,287 | $2.1B | 0.28% | |
| 96 | LGNDLIGAND PHARMACEUTICALS INC | 19,558 | $2.1B | 0.28% | |
| 97 | MASMASCO CORP | 29,333 | $2.0B | 0.27% | |
| 98 | RGENREPLIGEN CORP | 16,000 | $2.0B | 0.27% | |
| 99 | SYYSYSCO CORP | 27,000 | $2.0B | 0.27% | |
| 100 | ADMAADMA BIOLOGICS INC | 99,918 | $2.0B | 0.27% |
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