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Legato Capital Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001442641

$1.21B

disclosed book value

678

positions

2%

largest position share

Positions, as of 2026-06-30

top 100 of 678 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AGXARGAN INC29,756$23.8M2%
2SNEXSTONEX GROUP INC135,460$16.1M1.3%
3IESCIES HOLDINGS INC21,306$15.7M1.3%
4AGYSAGILYSYS INC141,060$14.7M1.2%
5VSECVSE CORP58,080$13.3M1.1%
6AVGOBROADCOM INC31,150$11.8M1%
7NVDANVIDIA CORP55,004$11.0M0.9%
8LYTSLSI INDS INC395,601$10.5M0.9%
9AAPLAPPLE INC36,076$10.4M0.9%
10TFINTRIUMPH BANCORP INC132,714$10.1M0.8%
11UFPTUFP TECHNOLOGIES INC35,301$9.4M0.8%
12LINCLINCOLN EDUCATIONAL SERVICES183,074$9.1M0.8%
13BGCBGC GROUP INC CL A847,985$9.1M0.8%
14MODMODINE MANUFACTURING CO33,630$9.0M0.7%
15MSFTMICROSOFT CORP20,846$7.8M0.6%
16NBBKNB BANCORP INC366,090$7.7M0.6%
17GOOGLALPHABET INC CLASS A21,470$7.7M0.6%
18WINAWINMARK CORP17,925$7.6M0.6%
19ODCOIL DRI CORP OF AMERICA73,459$7.5M0.6%
20PLUSEPLUS INC86,455$7.2M0.6%
21FSVFIRSTSERVICE CORPORATION49,915$7.1M0.6%
22GHMGRAHAM CORP56,303$7.0M0.6%
23MIRMMIRUM PHARMACEUTICALS INC COM58,512$6.8M0.6%
24CECOCECO ENVIRONMENTAL CORP74,674$6.8M0.6%
25COHUCOHU INC91,448$6.8M0.6%
26STRLSTERLING CONSTRUCTION CO7,721$6.5M0.5%
27DJCODAILY JOURNAL CORP10,679$6.4M0.5%
28SMTCSEMTECH CORP38,796$6.3M0.5%
29RVMDREVOLUTION MEDICINES INC33,042$6.2M0.5%
30BWXTBWX TECHNOLOGIES INC31,307$6.1M0.5%
31CRSCARPENTER TECHNOLOGY9,847$6.1M0.5%
32UCTTULTRA CLEAN HLDGS INC41,719$5.9M0.5%
33ADPTADAPTIVE BIOTECHNOLOGIES CORPO273,441$5.9M0.5%
34ECVTECOVYST INC470,171$5.9M0.5%
35KINIKSA PHARMACEUTICALS LTD C87,297$5.6M0.5%
36YETIYETI HOLDINGS INC108,333$5.4M0.4%
37OUSTOUSTER INC NEW84,904$5.3M0.4%
38AMZNAMAZON.COM INC22,243$5.3M0.4%
39XMTRXOMETRY INC CLASS A COM54,861$5.3M0.4%
40IIIVI3 VERTICALS INC247,394$5.3M0.4%
41LSCCLATTICE SEMICONDUCTOR CORP33,689$5.2M0.4%
42TVTXTRAVERE THERAPEUTICS INC87,833$5.0M0.4%
43LGNDLIGAND PHARMACEUTICALS INC15,569$4.9M0.4%
44TSLATESLA MOTORS INC.11,490$4.8M0.4%
45CLMBCLIMB GLOBAL SOLUTIONS INC207,864$4.8M0.4%
46NAYAX LTD73,567$4.8M0.4%
47CALYCALLAWAY GOLF COMPANY256,071$4.8M0.4%
48POWLPOWELL INDS INC16,374$4.7M0.4%
49AXSMAXSOME THERAPEUTICS INC18,644$4.6M0.4%
50AIPARTERIS INC93,679$4.6M0.4%
51BBYBEST BUY CO INC59,898$4.5M0.4%
52CONSOLIDATED WATER CO LTD SHS150,335$4.4M0.4%
53SPHRSPHERE ENTERTAINMENT CO CL A25,556$4.4M0.4%
54CSCOCISCO SYSTEMS INC36,761$4.3M0.4%
55MELIMERCADOLIBRE INC2,517$4.3M0.4%
56BMYBRISTOL MYERS SQUIBB CO74,128$4.3M0.4%
57LINDLINDBLAD EXPEDITIONS HOLDINGS151,059$4.3M0.4%
58WERNWERNER ENTERPRISES INC97,443$4.2M0.4%
59AMGNAMGEN INC11,630$4.2M0.3%
60HDHOME DEPOT INC11,910$4.2M0.3%
61BACBANK OF AMERICA CORP72,847$4.2M0.3%
62BTSGBRIGHTSPRING HEALTH SERVICES I59,500$4.1M0.3%
63CCITIGROUP INC29,554$4.1M0.3%
64HNGEHINGE HEALTH INC CL A49,165$4.1M0.3%
65ADIANALOG DEVICES INC10,205$4.1M0.3%
66TOWER SEMICONDUCTOR LTD15,186$4.0M0.3%
67MRKMERCK CO INC30,800$4.0M0.3%
68CRWDCROWDSTRIKE HOLDINGS INC5,178$4.0M0.3%
69COSTCOSTCO WHOLESALE CORP4,224$4.0M0.3%
70FORMFORMFACTOR INC24,456$3.9M0.3%
71NFLXNETFLIX COM INC54,260$3.9M0.3%
72KOCOCA COLA CO46,967$3.8M0.3%
73TGTTARGET CORP29,140$3.8M0.3%
74IBMINTERNATIONAL BUSINESS MACHINE13,500$3.8M0.3%
75JPMJPMORGAN CHASE & CO11,504$3.8M0.3%
76SKTTANGER FACTORY OUTLET CENTER R94,903$3.7M0.3%
77KEYKEYCORP NEW161,959$3.7M0.3%
78MXLMAXLINEAR INC29,081$3.7M0.3%
79ONTOONTO INNOVATION INC9,812$3.7M0.3%
80UPSUNITED PARCEL SERVICE CL B34,513$3.7M0.3%
81ESEVERSOURCE ENERGY51,329$3.7M0.3%
82DIODDIODES INC33,885$3.7M0.3%
83IPINTERNATIONAL PAPER CO97,000$3.7M0.3%
84ECGEVERUS CONTRUCTION GROUP22,109$3.7M0.3%
85OKEONEOK INC41,814$3.6M0.3%
86VZVERIZON COMMUNICATIONS INC85,485$3.6M0.3%
87ZETAZETA GLOBAL HOLDINGS CORP CL A183,356$3.6M0.3%
88CRMSALESFORCE COM INC23,000$3.6M0.3%
89PVLAPALVELLA THERAPEUTICS INC23,490$3.6M0.3%
90LENLENNAR CORP CL A39,630$3.6M0.3%
91TFCTRUIST FINL CORP COM71,948$3.6M0.3%
92CORTCORCEPT THERAPEUTICS INC41,186$3.6M0.3%
93DRSLEONARDO DRS INC COM83,547$3.6M0.3%
94TFIITFI INTERNATIONAL INC24,785$3.6M0.3%
95LHXL3HARRIS TECHNOLOGIES INC12,211$3.5M0.3%
96OMCOMNICOM GROUP48,691$3.5M0.3%
97OFRMONCE UPON A FARM PBC170,852$3.5M0.3%
98PFEPFIZER INC145,221$3.5M0.3%
99HCSGHEALTHCARE SERVICES GROUP140,479$3.5M0.3%
100MCDMCDONALD S CORP12,569$3.4M0.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.