Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Legato Capital Management LLC (CIK 1442641) reported $1.10B across 718 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGX ($18.0M, 1.64%), AAPL ($15.0M, 1.37%), AVGO ($15.0M, 1.36%), NVDA ($13.8M, 1.25%), SNEX ($13.6M, 1.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGX | ARGAN INC | $18.0M | 1.64% | 33,117 | Trimmed |
| 2 | AAPL | APPLE INC | $15.0M | 1.37% | 59,228 | Added |
| 3 | AVGO | BROADCOM INC | $15.0M | 1.36% | 48,436 | Added |
| 4 | NVDA | NVIDIA CORP | $13.8M | 1.25% | 78,859 | Trimmed |
| 5 | SNEX | STONEX GROUP INC | $13.6M | 1.24% | 168,304 | Added |
| 6 | IESC | IES HOLDINGS INC | $13.1M | 1.19% | 27,456 | Trimmed |
| 7 | VSEC | VSE CORP | $11.4M | 1.04% | 61,728 | Trimmed |
| 8 | GOOGL | ALPHABET INC CLASS A | $9.4M | 0.86% | 32,804 | Trimmed |
| 9 | STRL | STERLING CONSTRUCTION CO | $8.8M | 0.80% | 21,702 | Added |
| 10 | BGC | BGC GROUP INC CL A | $8.3M | 0.75% | 844,728 | Trimmed |
| 11 | AMZN | AMAZON.COM INC | $8.0M | 0.73% | 38,636 | Trimmed |
| 12 | TFIN | TRIUMPH BANCORP INC | $7.9M | 0.72% | 132,714 | Hold |
| 13 | MSFT | MICROSOFT CORP | $7.8M | 0.71% | 21,109 | Trimmed |
| 14 | MOD | MODINE MANUFACTURING CO | $7.6M | 0.69% | 35,224 | Added |
| 15 | LYTS | LSI INDS INC | $7.3M | 0.67% | 392,912 | Trimmed |
| 16 | KTOS | KRATOS DEFENSE & SECURITY SOLU | $7.3M | 0.67% | 104,195 | Trimmed |
| 17 | PLUS | EPLUS INC | $7.1M | 0.65% | 94,401 | Added |
| 18 | LINC | LINCOLN EDUCATIONAL SERVICES | $7.1M | 0.64% | 173,558 | Added |
| 19 | UFPT | UFP TECHNOLOGIES INC | $6.9M | 0.63% | 35,721 | Added |
| 20 | NFLX | NETFLIX COM INC | $6.8M | 0.61% | 70,277 | Added |
| 21 | INSM | INSMED INC | $6.5M | 0.59% | 39,554 | Trimmed |
| 22 | WINA | WINMARK CORP | $6.4M | 0.58% | 14,915 | Hold |
| 23 | BWXT | BWX TECHNOLOGIES INC | $6.2M | 0.57% | 30,539 | Trimmed |
| 24 | ADI | ANALOG DEVICES INC | $6.3M | 0.57% | 19,765 | Added |
| 25 | AGYS | AGILYSYS INC | $6.1M | 0.56% | 85,875 | Added |
Source: SEC Form 13F filings · as of 2026-03-31