Legato Capital Management LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$839.3B
Holdings
562
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (562 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AGXARGAN INC | 60,602 | $13.4B | 1.59% | |
| 2 | SNEXSTONEX GROUP INC | 122,633 | $11.2B | 1.33% | |
| 3 | AVGOBROADCOM INC | 39,911 | $11.0B | 1.31% | |
| 4 | SSNCIES HOLDINGS INC | 35,213 | $10.4B | 1.24% | |
| 5 | NFLXNETFLIX COM INC | 7,500 | $10.0B | 1.20% | |
| 6 | UFPTUFP TECHNOLOGIES INC | 37,785 | $9.2B | 1.10% | |
| 7 | BGCBGC GROUP INC CL A | 836,419 | $8.6B | 1.02% | |
| 8 | AGYSAGILYSYS INC | 74,135 | $8.5B | 1.01% | |
| 9 | SPOTSPOTIFY TECHNOLOGY SA | 11,000 | $8.4B | 1.01% | |
| 10 | NVDANVIDIA CORP | 50,000 | $7.9B | 0.94% | |
| 11 | VSECVSE CORP | 59,925 | $7.8B | 0.94% | |
| 12 | MELIMERCADOLIBRE INC | 2,980 | $7.8B | 0.93% | |
| 13 | —ALPHABET INC CLASS A | 44,144 | $7.8B | 0.93% | |
| 14 | IIIVI3 VERTICALS INC | 247,394 | $6.8B | 0.81% | |
| 15 | PLUSEPLUS INC | 91,819 | $6.6B | 0.79% | |
| 16 | AAPLAPPLE INC | 32,234 | $6.6B | 0.79% | |
| 17 | —LSI INDS INC | 362,674 | $6.2B | 0.74% | |
| 18 | TFINTRIUMPH BANCORP INC | 109,023 | $6.0B | 0.72% | |
| 19 | KTOSKRATOS DEFENSE & SECURITY SOLU | 126,050 | $5.9B | 0.70% | |
| 20 | WINAWINMARK CORP | 14,915 | $5.6B | 0.67% | |
| 21 | CRWDCROWDSTRIKE HOLDINGS INC | 11,000 | $5.6B | 0.67% | |
| 22 | AMZNAMAZON.COM INC | 25,275 | $5.5B | 0.66% | |
| 23 | STRLSTERLING CONSTRUCTION CO | 23,844 | $5.5B | 0.66% | |
| 24 | ADIANALOG DEVICES INC | 22,665 | $5.4B | 0.64% | |
| 25 | NOWSERVICENOW INC | 5,200 | $5.3B | 0.64% | |
| 26 | ISRGINTUITIVE SURGICAL INC | 9,500 | $5.2B | 0.62% | |
| 27 | REGNREGENERON PHARMACEUTICALS INC | 9,784 | $5.1B | 0.61% | |
| 28 | TSLATESLA MOTORS INC. | 15,700 | $5.0B | 0.59% | |
| 29 | TRIPTRIPADVISOR INC | 363,230 | $4.7B | 0.56% | |
| 30 | FSVFIRSTSERVICE CORPORATION | 26,695 | $4.7B | 0.56% | |
| 31 | NOMDNOMAD FOODS LIMITED | 271,615 | $4.6B | 0.55% | |
| 32 | CWCOCONSOLIDATED WATER CO LTD SHS | 150,335 | $4.5B | 0.54% | |
| 33 | MSFTMICROSOFT CORP | 9,038 | $4.5B | 0.54% | |
| 34 | DEDEERE & CO | 8,724 | $4.4B | 0.53% | |
| 35 | ADSKAUTODESK INCORPORATED | 13,775 | $4.3B | 0.51% | |
| 36 | COSTCOSTCO WHOLESALE CORP | 4,300 | $4.3B | 0.51% | |
| 37 | SNPSSYNOPSYS INC | 7,700 | $3.9B | 0.47% | |
| 38 | DJCODAILY JOURNAL CORP | 9,305 | $3.9B | 0.47% | |
| 39 | QCOMQUALCOMM INC | 24,489 | $3.9B | 0.46% | |
| 40 | ACNACCENTURE PLC IRELAND | 12,904 | $3.9B | 0.46% | |
| 41 | APHAMPHENOL CORP CL A | 38,914 | $3.8B | 0.46% | |
| 42 | DDOGDATADOG INC CL A COM | 28,000 | $3.8B | 0.45% | |
| 43 | IM8NINSMED INC | 36,079 | $3.6B | 0.43% | |
| 44 | VEEVVEEVA SYSTEMS INC | 12,300 | $3.5B | 0.42% | |
| 45 | —INTERCONTINENTALEXCHANGE INC | 19,272 | $3.5B | 0.42% | |
| 46 | ROSTROSS STORES INC | 27,600 | $3.5B | 0.42% | |
| 47 | SIGASIGA TECHNOLOGIES INC | 536,511 | $3.5B | 0.42% | |
| 48 | DRSLEONARDO DRS INC COM | 75,079 | $3.5B | 0.42% | |
| 49 | VVISA INC | 9,758 | $3.5B | 0.41% | |
| 50 | BWXTBWX TECHNOLOGIES INC | 23,975 | $3.5B | 0.41% | |
| 51 | SYKSTRYKER CORP | 8,687 | $3.4B | 0.41% | |
| 52 | WMTWAL-MART STORES INC | 34,865 | $3.4B | 0.41% | |
| 53 | JNJJOHNSON & JOHNSON | 21,888 | $3.3B | 0.40% | |
| 54 | FSLRFIRST SOLAR INC | 20,000 | $3.3B | 0.39% | |
| 55 | MIRMIRION TECHNOLOGIES INC COM CL | 150,639 | $3.2B | 0.39% | |
| 56 | VRNAVERONA PHARMA PLC SPONSORED AD | 34,213 | $3.2B | 0.39% | |
| 57 | —JPMORGAN CHASE & CO | 10,985 | $3.2B | 0.38% | |
| 58 | AMTAMERICAN TOWER CORP REIT | 14,300 | $3.2B | 0.38% | |
| 59 | ONON SEMICONDUCTOR CORP | 60,000 | $3.1B | 0.37% | |
| 60 | HUBSHUBSPOT INC | 5,500 | $3.1B | 0.36% | |
| 61 | OSISOSI SYSTEMS INC | 13,584 | $3.1B | 0.36% | |
| 62 | WFCWELLS FARGO & CO | 37,484 | $3.0B | 0.36% | |
| 63 | CBCHUBB LTD | 10,200 | $3.0B | 0.35% | |
| 64 | CRDOCREDO TECHNOLOGY GROUP HOLDING | 31,672 | $2.9B | 0.35% | |
| 65 | AMSCAMERICAN SUPERCONDUCTOR CORP | 78,562 | $2.9B | 0.34% | |
| 66 | WHDCACTUS INC | 65,592 | $2.9B | 0.34% | |
| 67 | GSGOLDMAN SACHS GROUP INC | 3,978 | $2.8B | 0.34% | |
| 68 | SHOSUNSTONE HOTEL INVESTORS INC R | 309,441 | $2.7B | 0.32% | |
| 69 | LINCLINCOLN EDUCATIONAL SERVICES | 114,473 | $2.6B | 0.31% | |
| 70 | MTZMASTEC INC | 15,458 | $2.6B | 0.31% | |
| 71 | JBIJANUS INTERNATIONAL GROUP INC | 323,520 | $2.6B | 0.31% | |
| 72 | LKQ1LKQ CORP | 70,797 | $2.6B | 0.31% | |
| 73 | WDAYWORKDAY INC | 10,900 | $2.6B | 0.31% | |
| 74 | —ARIS WATER SOLUTIONS INC CLASS | 109,989 | $2.6B | 0.31% | |
| 75 | BELFBBEL FUSE INC CL B | 26,273 | $2.6B | 0.31% | |
| 76 | PYPLPAYPAL HOLDINGS INC | 34,527 | $2.6B | 0.31% | |
| 77 | FNFABRINET | 8,707 | $2.6B | 0.31% | |
| 78 | DOXAMDCOS LIMITED | 27,891 | $2.5B | 0.30% | |
| 79 | ALGALAMO GROUP | 11,645 | $2.5B | 0.30% | |
| 80 | AEISADVANCED ENERGY INDS INC | 19,191 | $2.5B | 0.30% | |
| 81 | INVXINNOVEX INTERNATIONAL INC COM | 157,578 | $2.5B | 0.29% | |
| 82 | BOOTBOOT BARN HOLDINGS INC | 16,018 | $2.4B | 0.29% | |
| 83 | ESEESCO TECHNOLOGIES INC | 12,644 | $2.4B | 0.29% | |
| 84 | RBCRBC BEARINGS INC | 6,299 | $2.4B | 0.29% | |
| 85 | ADMAADMA BIOLOGICS INC | 132,932 | $2.4B | 0.29% | |
| 86 | MTDMETTLER-TOLEDO INTL INC | 2,050 | $2.4B | 0.29% | |
| 87 | CRSCARPENTER TECHNOLOGY | 8,634 | $2.4B | 0.28% | |
| 88 | 1RGREV GROUP INC | 50,064 | $2.4B | 0.28% | |
| 89 | SYYSYSCO CORP | 31,382 | $2.4B | 0.28% | |
| 90 | OLLIOLLIES BARGAIN OUTLET HOLDINGS | 17,934 | $2.4B | 0.28% | |
| 91 | MODMODINE MANUFACTURING CO | 23,786 | $2.3B | 0.28% | |
| 92 | AYIACUITY INC COM | 7,827 | $2.3B | 0.28% | |
| 93 | ALSNTRANSMISSION HOLDINGS INC | 24,032 | $2.3B | 0.27% | |
| 94 | MTCHMATCH GROUP INC | 73,672 | $2.3B | 0.27% | |
| 95 | —MA COM TECHNOLOGY SOLUTIONS HO | 15,864 | $2.3B | 0.27% | |
| 96 | ILMNILLUMINA INC | 23,600 | $2.3B | 0.27% | |
| 97 | RSIRUSH STREET INTERACTIVE INC | 150,314 | $2.2B | 0.27% | |
| 98 | BACBANK OF AMERICA CORP | 46,721 | $2.2B | 0.26% | |
| 99 | WCCWESCO INTL INC | 11,933 | $2.2B | 0.26% | |
| 100 | YETIYETI HOLDINGS INC | 69,808 | $2.2B | 0.26% |
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