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
TRMK TRUSTMARK CORP $71.13万0.06%16,879 16,879— $71.13万 新建仓
MD MEDNAX INC $71.32万0.07%33,342 -12,806-27.7% -$27.39万 减仓
PYPL PAYPAL HOLDINGS INC $71.50万0.07%15,808 -26,820-62.9% -$121.31万 减仓
FLY FIREFLY AEROSPACE INC $71.77万0.07%25,210 25,210— $71.77万 新建仓
AVAH AVEANNA HEALTHCARE HOLDINGS IN $71.89万0.07%111,636 45,11667.8% $29.05万 加仓
YOU CLEAR SECURE INC COM CL A $72.11万0.07%14,895 -11,628-43.8% -$56.29万 减仓
AEO AMERICAN EAGLE OUTFITTERS INC $72.28万0.07%43,282 30,657242.8% $51.20万 加仓
IBP INSTALLED BUILDING PRODUCTS IN $72.39万0.07%2,730 2,730— $72.39万 新建仓
RUSHA RUSH ENTERPRISES INC CL A $72.48万0.07%10,964 3,82353.5% $25.27万 加仓
KE KIMBALL ELECTRONICS INC $72.60万0.07%30,646 14,17886.1% $33.59万 加仓
DLX DELUXE CORP $72.89万0.07%26,468 26,468— $72.89万 新建仓
— SUPERNUS PHARMACEUTICALS INC $72.92万0.07%14,108 -515-3.5% -$2.66万 减仓
U UNITY SOFTWARE INC COM $72.97万0.07%33,261 33,261— $72.97万 新建仓
BRK/B BERKSHIRE HATHAWAY INC CL B $73.03万0.07%1,524 -2,586-62.9% -$123.92万 减仓
INDB INDEPENDENT BANK CORP $73.13万0.07%9,724 -2,369-19.6% -$17.82万 减仓
SIRI SIRIUSXM HOLDINGS INC COMMON S $73.18万0.07%31,705 -53,795-62.9% -$124.16万 减仓
LCII LCI INDUSTRIES $73.20万0.07%5,952 1,58836.4% $19.53万 加仓
UVSP UNIVEST CORP $73.28万0.07%21,389 6,66945.3% $22.85万 加仓
JNJ JOHNSON & JOHNSON $73.48万0.07%3,006 -8,167-73.1% -$199.63万 减仓
URBN URBAN OUTFITTERS INC $74.33万0.07%11,734 -2,340-16.6% -$14.82万 减仓
NMRK NEWMARK GROUP INC $74.34万0.07%49,593 19,41864.4% $29.11万 加仓
SSNC SS AND C TECHNOLOGIES HOLDINGS $74.60万0.07%11,041 -11,189-50.3% -$75.60万 减仓
CYTK CYTOKINETICS INC $74.70万0.07%11,334 -20,614-64.5% -$135.87万 减仓
EXTR EXTREME NETWORKS INC $74.92万0.07%49,680 -725-1.4% -$1.09万 减仓
MTRN MATERION CORP $75.30万0.07%5,206 5,206— $75.30万 新建仓
HE HAWAIIAN ELEC INDS INC $75.49万0.07%50,868 50,868— $75.49万 新建仓
LMAT LEMAITRE VASCULAR INC $75.57万0.07%6,922 00.0% — 不变
RMBS RAMBUS INC $75.63万0.07%8,791 -96-1.1% -$8,259 减仓
GE GE AEROSPACE COM NEW $75.65万0.07%2,666 34314.8% $9.73万 加仓
NTAP NETAPP INC $75.74万0.07%7,397 -12,551-62.9% -$128.51万 减仓
PAY PAYMENTUS HOLDINGS INC COM CL $75.77万0.07%29,829 -436-1.4% -$1.11万 减仓
ONT ONTERRIS INC COM $75.89万0.07%34,668 -483-1.4% -$1.06万 减仓
INTU INTUIT COM $76.53万0.07%1,770 -441-19.9% -$19.07万 减仓
NOVT NOVANTA INC $76.57万0.07%6,483 -90-1.4% -$1.06万 减仓
APEI AMERICAN PUB ED INC $76.95万0.07%13,529 1,44011.9% $8.19万 加仓
UNFI UNITED NATURAL FOODS INC $77.20万0.07%17,132 17,132— $77.20万 新建仓
GNTX GENTEX CORP COM $77.33万0.07%35,391 1,5644.6% $3.42万 加仓
AAOI APPLIED OPTOELECTRONICS INC $77.35万0.07%9,144 9,144— $77.35万 新建仓
FORM FORMFACTOR INC $77.69万0.07%8,010 8,010— $77.69万 新建仓
GBCI GLACIER BANCORP INC $77.78万0.07%17,412 -23,388-57.3% -$104.47万 减仓
UVE UNIVERSAL INSURANCE HOLDINGS I $78.62万0.07%23,014 -49,017-68.0% -$167.44万 减仓
VRT VERTIV HOLDINGS CO CL A $78.83万0.07%3,146 00.0% — 不变
— CARECLOUD INC $79.73万0.07%218,433 -3,121-1.4% -$1.14万 减仓
AMBA AMBARELLA INC $79.76万0.07%15,495 -225-1.4% -$1.16万 减仓
STRA STRATEGIC EDUCATION INC $79.92万0.07%9,633 3,46856.3% $28.77万 加仓
AX AXOS FINANICAL INC $80.61万0.07%9,474 9,474— $80.61万 新建仓
— ARCOSA INC $80.77万0.07%7,610 2,41446.5% $25.62万 加仓
TEX TEREX CORP $80.84万0.07%13,678 13,678— $80.84万 新建仓
AYI ACUITY INC COM $81.32万0.07%2,902 -4,925-62.9% -$138.01万 减仓
TPC TUTOR PERINI CORP $81.51万0.07%10,560 1,85321.3% $14.30万 加仓
XPRO EXPRO GROUP HOLDINGS NV COM $82.37万0.08%47,310 -690-1.4% -$1.20万 减仓
TCBI TEXAS CAPITAL BANCSHARES INC $82.44万0.08%8,689 2,58342.3% $24.51万 加仓
BCRX BIOCRYST PHARMACEUTICALS INC $82.83万0.08%87,010 63,061263.3% $60.03万 加仓
AVPT AVEPOINT INC CL A $83.17万0.08%87,456 -1,275-1.4% -$1.21万 减仓
ASB ASSOCTD BANC-CORP $83.18万0.08%32,165 32,165— $83.18万 新建仓
BFH BREAD FINANCIAL HOLDINGS INC C $83.23万0.08%11,114 3,44244.9% $25.78万 加仓
FULT FULTON FINANCIAL CORP $83.78万0.08%41,191 3240.8% $6,590 加仓
CI CIGNA CORP $83.87万0.08%3,144 -4,929-61.1% -$131.48万 减仓
LAUR LAUREATE EDUCATION INC $83.87万0.08%24,072 7,76247.6% $27.04万 加仓
SIBN SI BONE INC $84.11万0.08%66,597 -21,999-24.8% -$27.78万 减仓
HTFL HEARTFLOW INC $84.12万0.08%34,575 18,395113.7% $44.76万 加仓
SAFT SAFETY INS GROUP INC $84.14万0.08%11,583 -5,969-34.0% -$43.36万 减仓
DGII DIGI INTERNATIONAL INC $84.30万0.08%17,489 530.3% $2,555 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIONS $84.41万0.08%13,758 2,90726.8% $17.83万 加仓
CCK CROWN HLDGS INC $84.75万0.08%8,454 -12,915-60.4% -$129.47万 减仓
IDCC INTERDIGITAL INC $84.89万0.08%2,811 2,811— $84.89万 新建仓
— IDENTIV INC $85.36万0.08%230,691 -3,300-1.4% -$1.22万 减仓
TXG 10X GENOMICS INC CL A $85.48万0.08%40,264 40,264— $85.48万 新建仓
DAN DANA HLDG CORP $85.51万0.08%25,413 25,413— $85.51万 新建仓
COF CAPITAL ONE FINL CORP $85.76万0.08%4,701 -7,977-62.9% -$145.52万 减仓
PRG PROG HOLDINGS INC COM NPV $85.84万0.08%29,919 7,19131.6% $20.63万 加仓
DFIN DONNELLEY FINANCIAL SOLUTIONS $86.31万0.08%18,310 -8,475-31.6% -$39.95万 减仓
INFU INFUSYSTEMS HOLDINGS INC $86.55万0.08%93,768 -1,327-1.4% -$1.22万 减仓
VLY VALLEY NATL BANCORP $86.67万0.08%70,581 70,581— $86.67万 新建仓
VSH VISHAY INTERTECHNOLOGY INC $86.97万0.08%48,314 36,593312.2% $65.87万 加仓
STBA S & T BANCORP INC $87.06万0.08%20,812 -4,428-17.5% -$18.52万 减仓
— EXZEO GROUP INC $87.92万0.08%59,930 -898-1.5% -$1.32万 减仓
SSRM SSR MNG INC COM $87.94万0.08%29,912 3,60113.7% $10.59万 加仓
— FREIGHTCAR AMER INC $87.97万0.08%110,382 -1,564-1.4% -$1.25万 减仓
PCRX PACIRA PHARMACEUTICALS INC $88.16万0.08%39,007 -8,182-17.3% -$18.49万 减仓
FRPT FRESHPET INC $88.76万0.08%15,055 15,055— $88.76万 新建仓
MP MP MATERIALS CORP $89.17万0.08%18,476 -7,954-30.1% -$38.39万 减仓
NVCR NOVOCURE LTD $89.52万0.08%82,128 82,128— $89.52万 新建仓
NPCE NEUROPACE INC $89.68万0.08%68,201 -964-1.4% -$1.27万 减仓
CMC COMMERCIAL METALS CO $89.96万0.08%14,645 14,645— $89.96万 新建仓
NTCT NETSCOUT SYSTEMS INC $90.82万0.08%28,569 10,68659.8% $33.97万 加仓
CHEF CHEFS' WAREHOUSE HOLDINGS INC $91.11万0.08%15,325 15,325— $91.11万 新建仓
— STEREOTAXIS INC $91.54万0.08%497,523 -6,983-1.4% -$1.28万 减仓
PRDO PERDOCEO EDUCATION CORPORATION $91.87万0.08%24,689 8,33951.0% $31.03万 加仓
CR CRANE COMPANY COMMON STOCK $92.10万0.08%5,386 -54-1.0% -$9,234 减仓
VSAT VIASAT INC $92.17万0.08%20,124 3,64422.1% $16.69万 加仓
LQDA LIQUIDIA CORPORATION $92.52万0.08%24,516 24,516— $92.52万 新建仓
— DOCEBO INC $93.00万0.08%53,232 20,32461.8% $35.51万 加仓
ALSN TRANSMISSION HOLDINGS INC $93.24万0.09%7,965 -16,067-66.9% -$188.08万 减仓
HALO HALOZYME THERAPEUTICS INC $93.45万0.09%14,460 14,460— $93.45万 新建仓
MASS 908 DEVICES INC $93.91万0.09%153,450 -2,144-1.4% -$1.31万 减仓
CDE COEUR D ALENE MINES CORP. $94.14万0.09%50,155 13,37636.4% $25.11万 加仓
UBSI UNITED BANKSHARES INC $94.27万0.09%22,759 22,759— $94.27万 新建仓
TNDM TANDEM DIABETES CARE INC $96.01万0.09%50,085 -22,495-31.0% -$43.12万 减仓
SHAK SHAKE SHACK INC $96.08万0.09%10,860 6,365141.6% $56.31万 重新持有