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Legato Capital Management LLC
Legato Capital Management LLC is a US-based investment advisor headquartered in San Francisco, California. Incorporating in California, the firm manages discretionary portfolios with a reported employee count of around 4 as of 2025. It primarily manages assets for institutional clients including high-net-worth individuals, pension funds, and other institutional investors.
Investment Strategy
Legato Capital Management LLC primarily employs a long-only equity investment strategy, managing diverse portfolios concentrated in US and global securities. The firm prioritizes risk-managed growth by diversifying across sectors and company sizes, leveraging fundamental research to select investments that align with client objectives.
Latest 13F Filing Activity
Legato Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 556 equity positions with a total 13F market value of $839M. The fund increased holdings in Ies Holdings Inc., Broadcom Inc., Argan Inc. among other positions. Legato Capital Management LLC reduced exposure to Stagwell Inc. Com CL A, Corcept Therapeutics Inc., Palomar Holdings Inc. among others.
Top Holdings
Equity Positions (556)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGX | ARGAN INC | 1.59% | $13.4M | 60,602 | $41.91 | $220.48 | +$3.2M |
S SNEX | STONEX GROUP INC | 1.33% | $11.2M | 122,633 | $62.39 | $91.14 | +$1.3M |
A AVGO | BROADCOM INC | 1.31% | $11.0M | 39,911 | $84.65 | $275.65 | +$4.2M |
I IESC | IES HOLDINGS INC | 1.24% | $10.4M | 35,213 | $58.31 | $296.23 | +$4.7M |
N NFLX | NETFLIX COM INC | 1.20% | $10.0M | 7,500 | $545.26 | $1339.13 | +$3.0M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
T Tim Byrd | Vice President, Senior Research Analyst | San Francisco, CA , United States | |
 | Assistant Vice President | San Francisco, CA , United States | |
K Kerri Quinn | Senior Vice President | San Francisco, CA , United States |
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