13F 机构持仓

Legato Capital Management LLC

San Francisco CA · SEC CIK 0001442641

2026Q22026Q1 更早 9 个季度 🔒
$10.95亿2026Q1 申报市值
726持仓数
11.5%前十大占比 · 第一大 1.6%
143 / 150新建仓 / 清仓
申报市值走势$12.07亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AGX 1.6%
AAPL 1.4%
AVGO 1.4%
NVDA 1.3%
SNEX 1.2%
IESC 1.2%
VSEC 1.0%
GOOGL 0.9%
STRL 0.8%
BGC 0.8%

2026Q1 买入最多 按季末市值估算

ODC 新建仓+$458.96万
ES 新建仓+$381.04万
STRL 加仓+$371.19万
SNEX 加仓+$368.34万
OMC 加仓+$368.02万

2026Q1 卖出最多 按季末市值估算

WFC 减仓-$883.29万
NOW 清仓-$412.08万
FSLR 清仓-$396.42万
AGX 减仓-$337.79万
HUBS 清仓-$333.36万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
NVEC NVE CORP $35.28万0.03%5,387 00.0% — 不变
GTY GETTY REALTY CORP REIT $35.54万0.03%11,175 -32,479-74.4% -$103.28万 减仓
MET METLIFE INC $35.65万0.03%5,041 -3,347-39.9% -$23.67万 减仓
TSCO TRACTOR SUPPLY COMPANY $35.67万0.03%7,874 00.0% — 不变
CRBG COREBRIDGE FINANCIAL INC $35.90万0.03%15,045 -9,993-39.9% -$23.84万 减仓
VRTX VERTEX PHARMACEUTICALS INC $36.08万0.03%808 -333-29.2% -$14.87万 减仓
ESTA ESTABLISHMENT LABS HOLDINGS IN $36.13万0.03%6,363 -2,146-25.2% -$12.18万 减仓
AMAT APPLIED MATERIALS INC $36.37万0.03%1,064 1,064— $36.37万 新建仓
ZD ZIFF DAVIS INC $36.60万0.03%8,722 -20,333-70.0% -$85.32万 减仓
CATY CATHAY GENERAL BANCORP $36.75万0.03%7,370 -13,591-64.8% -$67.76万 减仓
ANF ABERCROMBIE & FITCH CO CL A $37.00万0.03%4,050 -26,362-86.7% -$240.87万 减仓
TROW PRICE T ROWE GROUP INC $37.15万0.03%4,121 -2,737-39.9% -$24.67万 减仓
AMP AMERIPRISE FINL INC $37.60万0.03%846 -1,349-61.5% -$59.95万 减仓
EME EMCOR GROUP INC $37.65万0.03%510 00.0% — 不变
DKS DICKS SPORTING GOODS INC $37.69万0.03%1,901 -1,263-39.9% -$25.04万 减仓
BKU BANKUNITED INC. $37.84万0.03%8,380 8,380— $37.84万 新建仓
LMT LOCKHEED MARTIN CORP $38.20万0.03%632 -419-39.9% -$25.32万 减仓
PLTR PALANTIR TECHNOLOGIES INC CL A $38.66万0.04%2,643 00.0% — 不变
FELE FRANKLIN ELECTRIC CO INC. $38.96万0.04%4,227 00.0% — 不变
TTWO TAKE TWO INTERACTIVE SOFTWARE $39.20万0.04%1,985 00.0% — 不变
HWM HOWMET AEROSPACE INC $39.45万0.04%1,712 -288-14.4% -$6.64万 减仓
CGNX COGNEX CORP $39.80万0.04%8,124 -17,792-68.7% -$87.16万 减仓
ASND ASCENDIS PHARMA AS ORD $39.98万0.04%1,748 1,748— $39.98万 新建仓
PBF PBF ENERGY INC $40.06万0.04%8,412 8,412— $40.06万 新建仓
FMAO FARMERS & MERCHANTS BANCORP IN $40.08万0.04%15,615 7,22486.1% $18.54万 加仓
TT TRANE TECHNOLOGIES PLC $40.09万0.04%962 962— $40.09万 新建仓
BLND BLEND LABORATORIES INC CL A $40.22万0.04%236,568 -3,354-1.4% -$5,702 减仓
CG CARLYLE GROUP INC COM $40.36万0.04%8,340 -5,539-39.9% -$26.80万 减仓
SHW SHERWIN WILLIAMS CO $40.49万0.04%1,263 -839-39.9% -$26.89万 减仓
KYMR KYMERA THERAPEUTICS INC $40.50万0.04%4,862 -4,672-49.0% -$38.91万 减仓
— DIAMOND HILL INVESTMENT GROUP $40.60万0.04%2,359 00.0% — 不变
AMCR AMCOR PLC $40.85万0.04%10,277 10,277— $40.85万 新建仓
URI UNITED RENTALS INC $40.87万0.04%561 -373-39.9% -$27.18万 减仓
ABBV ABBVIE INC $41.02万0.04%1,886 -6,437-77.3% -$140.00万 减仓
MMM 3M CO $41.06万0.04%2,827 -1,877-39.9% -$27.26万 减仓
NHC NATL HEALTHCARE CORP $41.07万0.04%2,572 00.0% — 不变
VRDN VIRIDIAN THERAPEUTICS INC $41.39万0.04%21,159 -1,655-7.3% -$3.24万 减仓
ALAB ASTERA LABORATORIES INC $41.57万0.04%3,793 -3,254-46.2% -$35.66万 减仓
FOUR SHIFT4 PAYMENTS INC $41.58万0.04%9,508 3904.3% $1.71万 加仓
RAMP LIVERAMP HOLDINGS INC $42.13万0.04%15,886 6,19263.9% $16.42万 加仓
PCOR PROCORE TECHNOLOGIES INC $42.71万0.04%7,493 7,493— $42.71万 新建仓
EXPO EXPONENT INC $42.72万0.04%6,547 00.0% — 不变
HWKN HAWKINS INC $42.79万0.04%2,786 84043.2% $12.90万 加仓
IIIN INSTEEL INDS INC $43.00万0.04%12,794 00.0% — 不变
CELC CELCUITY INC $43.28万0.04%3,792 3,792— $43.28万 新建仓
MAR MARRIOTT INTL INC $43.86万0.04%1,341 1,341— $43.86万 新建仓
PLD PROLOGIS INC $44.08万0.04%3,335 00.0% — 不变
PFG PRINCIPAL FINANCIAL GR $44.23万0.04%4,909 -3,260-39.9% -$29.38万 减仓
ANET ARISTA NETWORKS INC $44.48万0.04%3,623 00.0% — 不变
CNO CNO FINANCIAL GROUP INC $44.51万0.04%10,841 -2,920-21.2% -$11.99万 减仓
RCKY ROCKY BRANDS INC $44.52万0.04%11,497 11,497— $44.52万 新建仓
WSBC WESBANCO INC $45.10万0.04%13,076 -32,162-71.1% -$110.93万 减仓
LRN STRIDE INC $45.41万0.04%5,150 -841-14.0% -$7.42万 减仓
SYF SYNCHRONY FINANCIAL $45.51万0.04%6,690 -4,444-39.9% -$30.23万 减仓
WSM WILLIAMS SONOMA INC $45.95万0.04%2,520 -1,674-39.9% -$30.52万 减仓
FFIN FIRST FINL BANKSHARES INC $46.17万0.04%15,677 00.0% — 不变
WCN WASTE CONNECTIONS INC $46.36万0.04%2,854 00.0% — 不变
EPAM EPAM SYSTEMS INC $46.55万0.04%3,438 00.0% — 不变
ALLT ALLOT COMMUNICATIONS $46.99万0.04%70,559 70,559— $46.99万 新建仓
LOPE GRAND CANYON EDUCATION INC $47.63万0.04%2,801 72735.1% $12.36万 加仓
TGTX TG THERAPEUTICS INC $47.96万0.04%14,437 14,437— $47.96万 新建仓
BWFG BANKWELL FINANCIAL GROUP INC $48.43万0.04%9,981 3123.2% $1.51万 加仓
IBEX IBEX LTD SHS NEW $48.48万0.04%18,075 -251-1.4% -$6,732 减仓
WRBY WARBY PARKER INC $48.73万0.04%23,130 23,130— $48.73万 新建仓
EXLS EXL SERVICE HLDGS INC $50.22万0.05%16,492 -27,625-62.6% -$84.12万 减仓
PACS PACS GROUP INC $50.37万0.05%15,682 15,682— $50.37万 新建仓
CRAI CRA INTL INC $51.04万0.05%3,153 45416.8% $7.35万 加仓
— FREIGHTOS LTD $51.08万0.05%311,444 109,55554.3% $17.97万 加仓
DORM DORMAN PRODS INC $51.31万0.05%4,917 -7,808-61.4% -$81.48万 减仓
XPO XPO LOGISTICS INC $51.34万0.05%2,639 -417-13.6% -$8.11万 减仓
EYPT EYEPOINT INC COM NEW $51.40万0.05%39,875 -556-1.4% -$7,167 减仓
AMCX AMC NETWORKS INC $51.43万0.05%75,750 75,750— $51.43万 新建仓
UFPI UFP INDUSTRIES INC $51.55万0.05%5,596 -7,846-58.4% -$72.28万 减仓
EVER EVERQUOTE INC $51.63万0.05%33,485 -53,232-61.4% -$82.08万 减仓
EOG EOG RESOURCES INC $51.90万0.05%3,590 -2,385-39.9% -$34.48万 减仓
— THERAVANCE BIOPHARMA INC $52.16万0.05%32,137 5,98022.9% $9.71万 加仓
GDDY GODADDY INC $52.59万0.05%6,361 3,789147.3% $31.32万 加仓
LAD LITHIA MOTORS INCCL A $52.87万0.05%2,117 00.0% — 不变
NBR NABORS INDUSTRIES LTD $53.96万0.05%6,270 6,270— $53.96万 新建仓
FOR FORESTAR GROUP INC $54.16万0.05%22,160 4,60626.2% $11.26万 加仓
APAM ARTISAN PARTNERS ASSET MANAGEM $54.19万0.05%14,891 3,71633.3% $13.52万 加仓
INNV INNOVAGE HOLDING CORP $54.39万0.05%67,819 67,819— $54.39万 新建仓
UEC URANIUM ENERGY CORP $54.42万0.05%40,313 -39,254-49.3% -$52.99万 减仓
IRWD IRONWOOD PHARMACEUTICALS INC $54.78万0.05%156,059 156,059— $54.78万 新建仓
AIN ALBANY INTL CORP CL A $55.09万0.05%10,552 00.0% — 不变
USPH U.S. PHYSICAL THERAPY INC $55.73万0.05%7,435 -14,681-66.4% -$110.05万 减仓
LNG CHENIERE ENERGY INC $55.76万0.05%1,965 -1,306-39.9% -$37.06万 减仓
LTRX LANTRONIX INC $56.02万0.05%106,911 106,911— $56.02万 新建仓
— LEGACY ED INC $56.42万0.05%45,061 45,061— $56.42万 新建仓
— INSEEGO CORP NEW $56.85万0.05%51,123 51,123— $56.85万 新建仓
SBH SALLY BEAUTY HOLDINGS INC $57.17万0.05%41,281 9,88331.5% $13.69万 加仓
— CURIOSITYSTREAM INC CL A $57.57万0.05%194,505 -2,756-1.4% -$8,158 减仓
AXP AMERICAN EXPRESS CO $57.59万0.05%1,904 -1,265-39.9% -$38.26万 减仓
FLS FLOWSERVE CORP $57.66万0.05%7,844 -13,255-62.8% -$97.44万 重新持有
— EGAIN COMMUNICATIONS CORP $57.79万0.05%73,244 30,73872.3% $24.25万 加仓
TCBX THIRD COAST BANCSHARES INC $57.94万0.05%15,317 -2,217-12.6% -$8.39万 减仓
FBIZ FIRST BUSINESS FINANCIAL SERVI $58.50万0.05%10,847 2,44329.1% $13.18万 加仓
CF CF INDS HLDGS INC $58.56万0.05%4,510 -2,996-39.9% -$38.90万 减仓
BWMN BOWMAN CONSULTING GROUP LTD $58.72万0.05%20,647 8,01463.4% $22.79万 加仓
GILD GILEAD SCIENCES INC $58.76万0.05%4,216 -2,800-39.9% -$39.02万 减仓