13F 机构持仓

Legato Capital Management LLC

San Francisco CA · SEC CIK 0001442641

2026Q22026Q1 更早 9 个季度 🔒
$12.07亿2026Q2 申报市值
678持仓数
11.4%前十大占比 · 第一大 2.0%
120 / 193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 2.0%
SNEX 1.3%
IESC 1.3%
AGYS 1.2%
VSEC 1.1%
AVGO 1.0%
NVDA 0.9%
LYTS 0.9%
AAPL 0.9%
TFIN 0.8%

2026Q2 买入最多 按季末市值估算

ECVT 新建仓+$585.36万
AGYS 加仓+$576.68万
IP 新建仓+$369.57万
YETI 加仓+$343.47万
CRM 重新持有+$338.12万

2026Q2 卖出最多 按季末市值估算

STRL 减仓-$1,173.51万
AAPL 减仓-$669.93万
AVGO 减仓-$652.98万
QCOM 减仓-$628.21万
MXL 重新持有-$610.36万

2026Q2 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
CBZ CBIZ INC $33.23万0.03%10,359 00.0% — 不变
MMM 3M CO $33.27万0.03%2,055 -772-27.3% -$12.50万 减仓
INBX INHIBRX BIOSCIENCES INC $33.56万0.03%3,542 3,542— $33.56万 新建仓
EOG EOG RESOURCES INC $33.85万0.03%2,609 -981-27.3% -$12.73万 减仓
TROW PRICE T ROWE GROUP INC $34.05万0.03%2,995 -1,126-27.3% -$12.80万 减仓
MUSA MURPHY USA INC $34.06万0.03%632 632— $34.06万 新建仓
LNG CHENIERE ENERGY INC $34.13万0.03%1,428 -537-27.3% -$12.83万 减仓
SCL STEPAN CO $34.47万0.03%6,187 -23,668-79.3% -$131.88万 减仓
RES RPC INC $34.52万0.03%59,204 21,93158.8% $12.79万 加仓
TTWO TAKE TWO INTERACTIVE SOFTWARE $34.62万0.03%1,385 -600-30.2% -$15.00万 减仓
MAR MARRIOTT INTL INC $34.69万0.03%936 -405-30.2% -$15.01万 减仓
COHR COHERENT CORP COM $34.95万0.03%886 -269-23.3% -$10.61万 减仓
PCB PCB BANCORP $34.95万0.03%12,320 12,320— $34.95万 新建仓
MEDP MEDPACE HOLDINGS INC $35.01万0.03%661 -639-49.2% -$33.84万 减仓
HOPE HOPE BANCORP INC COM $35.68万0.03%26,080 00.0% — 不变
HWM HOWMET AEROSPACE INC $35.87万0.03%1,334 -378-22.1% -$10.16万 减仓
EPAM EPAM SYSTEMS INC $36.00万0.03%4,537 1,09932.0% $8.72万 加仓
— ASTRONICS CORP CL B $36.13万0.03%4,754 4,754— $36.13万 新建仓
MTZ MASTEC INC $36.36万0.03%874 -5,540-86.4% -$230.50万 减仓
PJT PJT PARTNERS INC $36.97万0.03%2,449 1,07277.9% $16.18万 重新持有
SYF SYNCHRONY FINANCIAL $36.97万0.03%4,861 -1,829-27.3% -$13.91万 减仓
APPF APPFOLIO INC $37.23万0.03%2,322 -4,416-65.5% -$70.81万 重新持有
INCY INCYTE CORP $37.42万0.03%3,301 3,301— $37.42万 新建仓
RUSHA RUSH ENTERPRISES INC CL A $37.49万0.03%5,136 -5,828-53.2% -$42.54万 减仓
OMCL OMNICELL INC $37.64万0.03%9,066 00.0% — 不变
GE GE AEROSPACE COM NEW $37.75万0.03%1,010 -1,656-62.1% -$61.89万 减仓
SLM SLM CORP $37.77万0.03%14,559 00.0% — 不变
TCBK TRICO BANCSHARES $37.99万0.03%7,054 7,054— $37.99万 新建仓
WING WINGSTOP INC $38.12万0.03%2,198 -7,336-76.9% -$127.21万 重新持有
QLYS QUALYS INC $38.41万0.03%2,794 00.0% — 不变
PFG PRINCIPAL FINANCIAL GR $38.45万0.03%3,567 -1,342-27.3% -$14.46万 减仓
EXPO EXPONENT INC $38.47万0.03%6,547 00.0% — 不变
GILD GILEAD SCIENCES INC $38.71万0.03%3,064 -1,152-27.3% -$14.55万 减仓
HP HELMERICH & PAYNE INC $39.30万0.03%12,004 -51,054-81.0% -$167.15万 减仓
DVN DEVON ENERGY CORPORATION $39.50万0.03%9,559 -3,594-27.3% -$14.85万 减仓
KGS KODIAK GAS SERVICES INC $40.01万0.03%5,325 5,325— $40.01万 新建仓
AWI ARMSTRONG WORLD INDUSTRIES INC $40.38万0.03%2,517 -1,271-33.6% -$20.39万 减仓
BBSI BARRETT BUSINESS SERVICES INC $40.47万0.03%11,394 00.0% — 不变
PI IMPINJ INC EAM INVESTORS LLC N $40.61万0.03%2,835 -4,765-62.7% -$68.25万 重新持有
INNV INNOVAGE HOLDING CORP $40.80万0.03%34,428 -33,391-49.2% -$39.57万 减仓
— IDENTIV INC $40.89万0.03%162,247 -68,444-29.7% -$17.25万 减仓
HUT HUT 8 CORP $41.12万0.03%3,562 3,562— $41.12万 新建仓
ANET ARISTA NETWORKS INC $41.40万0.03%2,437 -1,186-32.7% -$20.15万 减仓
ETON ETON PHARMACEUTICALS INC COM $41.71万0.03%11,521 11,521— $41.71万 新建仓
RIOT RIOT PLATFORMS INC $42.09万0.03%15,371 15,371— $42.09万 新建仓
LKFN LAKELAND FINANCIAL CORP $42.12万0.03%6,825 1,96440.4% $12.12万 加仓
BBCP CONCRETE PUMPING HOLDINGS INC $42.47万0.04%35,248 35,248— $42.47万 新建仓
EXLS EXL SERVICE HLDGS INC $42.65万0.04%16,492 00.0% — 不变
CIFR CIPHER DIGITAL INC COM $42.67万0.04%17,415 17,415— $42.67万 新建仓
WSM WILLIAMS SONOMA INC $42.68万0.04%1,831 -689-27.3% -$16.06万 减仓
VST VISTRA CORP $44.94万0.04%2,833 -1,141-28.7% -$18.10万 减仓
LFUS LITTELFUSE INC $45.03万0.04%989 -931-48.5% -$42.39万 减仓
FELE FRANKLIN ELECTRIC CO INC. $45.31万0.04%4,227 00.0% — 不变
ANIP ANI PHARMACEUTICALS INC $45.35万0.04%5,478 -2,892-34.6% -$23.94万 重新持有
NSSC NAPCO SECURITY TECHNOLOGIES $45.56万0.04%11,997 3,88047.8% $14.74万 加仓
URI UNITED RENTALS INC $46.22万0.04%408 -153-27.3% -$17.33万 减仓
MTDR MATADOR RESOURCES COMPANY $46.52万0.04%9,345 -13,521-59.1% -$67.31万 减仓
TXRH TEXAS ROADHOUSE INC $46.53万0.04%2,408 -3,691-60.5% -$71.32万 减仓
AXP AMERICAN EXPRESS CO $46.81万0.04%1,384 -520-27.3% -$17.59万 减仓
SYK STRYKER CORP $47.35万0.04%1,504 -1,766-54.0% -$55.60万 减仓
SONO SONOS INC $47.38万0.04%35,015 -10,080-22.4% -$13.64万 减仓
OLLI OLLIES BARGAIN OUTLET HOLDINGS $47.53万0.04%6,183 -8,997-59.3% -$69.17万 减仓
FMAO FARMERS & MERCHANTS BANCORP IN $47.75万0.04%15,615 00.0% — 不变
VRNS VARONIS SYSTEMS INC $47.86万0.04%11,407 11,407— $47.86万 新建仓
UPWK UPWORK INC $47.93万0.04%57,331 -483-0.8% -$4,038 减仓
MCO MOODYS CORP $48.37万0.04%1,068 -1,863-63.6% -$84.38万 减仓
— FREIGHTOS LTD $48.80万0.04%321,048 9,6043.1% $1.46万 加仓
VMC VULCAN MATERIALS $50.30万0.04%1,705 -2,005-54.0% -$59.15万 减仓
UFPI UFP INDUSTRIES INC $50.78万0.04%5,596 00.0% — 不变
ENSG ENSIGN GROUP INC $50.85万0.04%3,172 -11,514-78.4% -$184.57万 减仓
WSBC WESBANCO INC $51.04万0.04%13,076 00.0% — 不变
DFIN DONNELLEY FINANCIAL SOLUTIONS $51.20万0.04%12,204 -6,106-33.3% -$25.61万 减仓
PAYC PAYCOM SOFTWARE INC $52.22万0.04%4,155 4,155— $52.22万 新建仓
HWKN HAWKINS INC $52.45万0.04%3,691 90532.5% $12.86万 加仓
LOPE GRAND CANYON EDUCATION INC $53.22万0.04%3,719 91832.8% $13.14万 加仓
— CURIOSITYSTREAM INC CL A $53.35万0.04%200,546 6,0413.1% $1.61万 加仓
— SUPERNUS PHARMACEUTICALS INC $53.40万0.04%11,482 -2,626-18.6% -$12.21万 减仓
SYNA SYNAPTICS INC $53.80万0.04%4,331 3057.6% $3.79万 加仓
MRVL MARVELL TECHNOLOGY INC $54.01万0.04%1,813 -1,436-44.2% -$42.78万 减仓
FFIN FIRST FINL BANKSHARES INC $54.24万0.04%15,677 00.0% — 不变
NHC NATL HEALTHCARE CORP $54.36万0.05%2,572 00.0% — 不变
INDB INDEPENDENT BANK CORP $54.39万0.05%6,497 -3,227-33.2% -$27.02万 减仓
— EGAIN COMMUNICATIONS CORP $55.00万0.05%87,301 14,05719.2% $8.86万 加仓
NVEC NVE CORP $56.32万0.05%5,387 00.0% — 不变
MYRG MYR GROUP INC $57.15万0.05%1,142 00.0% — 不变
HLMN HILLMAN SOLUTIONS CORP $57.55万0.05%68,182 68,182— $57.55万 新建仓
EYPT EYEPOINT INC COM NEW $58.70万0.05%41,047 1,1722.9% $1.68万 加仓
CGNX COGNEX CORP $58.83万0.05%8,124 00.0% — 不变
LII LENNOX INTL INC $59.24万0.05%1,034 -1,223-54.2% -$70.07万 减仓
LXU LSB INDS INC $59.63万0.05%55,166 55,166— $59.63万 新建仓
BWFG BANKWELL FINANCIAL GROUP INC $59.73万0.05%10,167 1861.9% $1.09万 加仓
RAMP LIVERAMP HOLDINGS INC $59.79万0.05%15,886 00.0% — 不变
SON SONOCO PRODS CO $60.32万0.05%10,705 -2,303-17.7% -$12.98万 减仓
ATMU ATMUS FILTRATION TECHNOLOGIES $60.87万0.05%11,938 1,45513.9% $7.42万 加仓
BMI BADGER METER INC $61.83万0.05%4,167 00.0% — 不变
IIIN INSTEEL INDS INC $62.16万0.05%20,584 7,79060.9% $23.53万 加仓
DAN DANA HLDG CORP $62.53万0.05%22,980 -2,433-9.6% -$6.62万 减仓
PAGS PAGSEGURO DIGITAL LTD $62.71万0.05%69,288 69,288— $62.71万 新建仓
GSM FERROGLOBE PLC $62.75万0.05%197,333 197,333— $62.75万 新建仓
IRMD IRADIMED CORPORATION $63.19万0.05%6,613 00.0% — 不变