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
MRVI MARAVAI LIFESCIENCES HOLDINGS $91.14万0.08%146,065 146,065— $91.14万 新建仓
CR CRANE COMPANY COMMON STOCK $92.06万0.08%4,127 -1,259-23.4% -$28.08万 减仓
REAL REALREAL INC $92.43万0.08%78,398 78,398— $92.43万 新建仓
BFS SAUL CTRS INC $93.45万0.08%24,994 24,994— $93.45万 新建仓
UVSP UNIVEST CORP $93.58万0.08%21,389 00.0% — 不变
ECPG ENCORE CAPITAL GROUP INC. $94.69万0.08%10,150 10,150— $94.69万 新建仓
MCY MERCURY GEN CORP $94.90万0.08%8,901 3,18555.7% $33.96万 重新持有
TPC TUTOR PERINI CORP $95.03万0.08%11,454 8948.5% $7.42万 加仓
SBUX STARBUCKS CORP $95.08万0.08%9,304 -3,015-24.5% -$30.81万 减仓
UVE UNIVERSAL INSURANCE HOLDINGS I $95.19万0.08%23,014 00.0% — 不变
ATLC ATLANTICUS HOLDINGS CORP $95.30万0.08%9,320 9,320— $95.30万 新建仓
KYMR KYMERA THERAPEUTICS INC $95.80万0.08%8,354 3,49271.8% $40.04万 加仓
TCBI TEXAS CAPITAL BANCSHARES INC $96.88万0.08%9,382 6938.0% $7.16万 加仓
PEP PEPSICO INC $97.18万0.08%7,177 -6,609-47.9% -$89.49万 减仓
HL HECLA MINING CO $97.28万0.08%63,045 7,37313.2% $11.38万 加仓
NTCT NETSCOUT SYSTEMS INC $97.35万0.08%22,353 -6,216-21.8% -$27.07万 减仓
HLIO HELIOS TECHNOLOGIES INC $97.37万0.08%10,910 10,910— $97.37万 新建仓
U UNITY SOFTWARE INC COM $97.44万0.08%34,094 8332.5% $2.38万 加仓
KVHI KVH INDS INC $97.60万0.08%98,489 98,489— $97.60万 新建仓
NAVN NAVAN INC CL A $97.85万0.08%42,785 42,785— $97.85万 新建仓
RTX RAYTHEON TECHNOLOGIES CORPORAT $97.92万0.08%5,161 -6,092-54.1% -$115.58万 减仓
— BRC INC CL A $98.07万0.08%883,497 883,497— $98.07万 新建仓
— DOCEBO INC $98.31万0.08%54,921 1,6893.2% $3.02万 加仓
LCII LCI INDUSTRIES $99.12万0.08%9,362 3,41057.3% $36.11万 加仓
PARR PAR PETROLEUM CORPORATION $99.18万0.08%17,685 5953.5% $3.34万 加仓
KWR QUAKER CHEMICAL CORP $99.47万0.08%6,261 -5,766-47.9% -$91.60万 减仓
— ATKORE INTERNATIONAL GROUP INC $99.74万0.08%13,117 3,13231.4% $23.82万 重新持有
CCS CENTURY COMMUNITIES INC $99.84万0.08%13,932 3,48633.4% $24.98万 加仓
ARLO ARLO TECHNOLOGIES INC $100.14万0.08%74,289 -29,175-28.2% -$39.33万 减仓
IBEX IBEX LTD SHS NEW $100.38万0.08%33,051 14,97682.9% $45.48万 加仓
WSFS WSFS FINL CORP $100.49万0.08%13,097 13,097— $100.49万 新建仓
SFNC SIMMONS FIRST NATL CORP CL A $101.18万0.08%44,671 27,636162.2% $62.60万 加仓
UTI UNIVERSAL TECHNICAL INST $101.24万0.08%23,670 -6,305-21.0% -$26.97万 减仓
PLXS PLEXUS CORP $101.87万0.08%3,388 -1,540-31.2% -$46.30万 减仓
VVX V2X INC COM $103.10万0.09%13,828 4,56649.3% $34.04万 加仓
— EXZEO GROUP INC $104.37万0.09%61,866 1,9363.2% $3.27万 加仓
CDE COEUR D ALENE MINES CORP. $105.22万0.09%64,471 14,31628.5% $23.36万 加仓
OPLN OPENLANE INC COM $105.48万0.09%25,577 6,95937.4% $28.70万 重新持有
— CODA OCTOPUS GROUP INC $105.60万0.09%108,091 49,87985.7% $48.73万 加仓
MP MP MATERIALS CORP $105.91万0.09%18,910 4342.3% $2.43万 加仓
PRAX PRAXIS PRECISION MEDICINES INC $106.16万0.09%3,171 2,501373.3% $83.73万 加仓
ASB ASSOCTD BANC-CORP $107.33万0.09%34,883 2,7188.5% $8.36万 加仓
TXG 10X GENOMICS INC CL A $107.53万0.09%28,046 -12,218-30.3% -$46.84万 减仓
TH TARGET HOSPITALITY CORP $107.74万0.09%52,918 52,918— $107.74万 新建仓
AVAH AVEANNA HEALTHCARE HOLDINGS IN $107.94万0.09%125,954 14,31812.8% $12.27万 加仓
NOVT NOVANTA INC $108.28万0.09%6,674 1912.9% $3.10万 加仓
TEX TEREX CORP $108.44万0.09%14,980 1,3029.5% $9.43万 加仓
FLY FIREFLY AEROSPACE INC $108.49万0.09%36,900 11,69046.4% $34.37万 加仓
FULT FULTON FINANCIAL CORP $108.65万0.09%44,917 3,7269.0% $9.01万 加仓
PBF PBF ENERGY INC $108.75万0.09%23,890 15,478184.0% $70.46万 加仓
VPG VISHAY PRECISION GROUP INC $109.18万0.09%7,283 00.0% — 不变
ATEN A10 NETWORKS INC $109.26万0.09%29,246 -19,146-39.6% -$71.53万 减仓
LOW LOWE S COS INC $110.02万0.09%4,990 -4,810-49.1% -$106.06万 减仓
— FREIGHTCAR AMER INC $110.84万0.09%113,799 3,4173.1% $3.33万 加仓
ABCB AMERIS BANCORP $110.96万0.09%12,293 12,293— $110.96万 新建仓
VLY VALLEY NATL BANCORP $111.05万0.09%75,804 5,2237.4% $7.65万 加仓
NPCE NEUROPACE INC $111.76万0.09%70,334 2,1333.1% $3.39万 加仓
BRC BRADY CORPORATION CL A $112.18万0.09%12,251 -7,446-37.8% -$68.18万 减仓
WEC WEC ENERGY GROUP INC $112.48万0.09%9,633 -11,351-54.1% -$132.55万 减仓
PENG PENGUIN SOLUTIONS INC $112.53万0.09%14,804 14,804— $112.53万 新建仓
UBSI UNITED BANKSHARES INC $112.66万0.09%24,583 1,8248.0% $8.36万 加仓
OSG OCTAVE SPECIALTY GROUP INC $112.97万0.09%181,037 50,27738.4% $31.37万 加仓
CAVA CAVA GROUP INC COM $114.40万0.09%14,577 7875.7% $6.18万 加仓
PATK PATRICK INDUSTRIES INC $114.43万0.09%12,746 -11,148-46.7% -$100.09万 减仓
— ARCOSA INC $117.34万0.10%8,076 4666.1% $6.77万 加仓
MZTI MARZETTI COMPANY COM $117.95万0.10%10,332 5,500113.8% $62.79万 加仓
CAC CAMDEN NATL CORP $118.08万0.10%21,778 -10,494-32.5% -$56.90万 减仓
INSM INSMED INC $118.66万0.10%11,129 -28,425-71.9% -$303.07万 减仓
RMBS RAMBUS INC $119.45万0.10%8,999 2082.4% $2.76万 加仓
SBCF SEACOAST BANKING CORPORATION O $119.77万0.10%36,021 8592.4% $2.86万 加仓
GTY GETTY REALTY CORP REIT $119.80万0.10%35,911 24,736221.4% $82.52万 加仓
BFH BREAD FINANCIAL HOLDINGS INC C $120.42万0.10%11,114 00.0% — 不变
CAT CATERPILLAR INC $120.97万0.10%1,136 27231.5% $28.97万 加仓
ACLS AXCELIS TECHNOLOGIES INC $122.12万0.10%6,446 6,446— $122.12万 新建仓
BKSY BLACKSKY TECHNOLOGY INC CL A N $122.59万0.10%43,909 1,3213.1% $3.69万 加仓
ARQT ARCUTIS BIOTHERAPEUTICS INC $122.75万0.10%46,816 1,4663.2% $3.84万 加仓
PIPR PIPER SANDLER COMPANIES $123.99万0.10%17,140 3922.3% $2.84万 加仓
WHD CACTUS INC $123.99万0.10%24,203 -29,004-54.5% -$148.59万 减仓
UNH UNITEDHEALTH GROUP INC $125.40万0.10%3,017 58223.9% $24.19万 加仓
PCVX VAXCYTE INC COM $125.82万0.10%21,645 21,645— $125.82万 新建仓
CCSI CONSENSUS CLOUD SOLUTIONS INC $126.32万0.10%33,111 22,657216.7% $86.44万 加仓
NXT NEXTPOWER INC $126.50万0.10%10,618 -11,933-52.9% -$142.17万 减仓
NWPX NWPX INFRASTRUCTURE INC COM $126.70万0.10%8,450 -450-5.1% -$6.75万 减仓
CENX CENTURY ALUMINUM COMPANY $127.34万0.11%27,676 -13,278-32.4% -$61.09万 减仓
MSEX MIDDLESEX WTR CO $127.51万0.11%22,705 22,705— $127.51万 新建仓
PLOW DOUGLAS DYNAMICS INC $127.52万0.11%23,637 -2,560-9.8% -$13.81万 减仓
AMTB AMERANT BANCORP INC $128.24万0.11%50,251 1,5163.1% $3.87万 加仓
NVCR NOVOCURE LTD $128.49万0.11%84,810 2,6823.3% $4.06万 加仓
SOPH SOPHIA GENETICS SA ORDINARY SH $128.80万0.11%223,230 6,8893.2% $3.97万 加仓
APEI AMERICAN PUB ED INC $129.44万0.11%24,104 10,57578.2% $56.79万 加仓
PRG PROG HOLDINGS INC COM NPV $129.49万0.11%27,781 -2,138-7.1% -$9.97万 减仓
NUVB NUVATION BIO INC CL A $129.61万0.11%228,193 228,193— $129.61万 新建仓
— LEGACY ED INC $129.61万0.11%110,216 65,155144.6% $76.62万 加仓
WMB WILLIAMS COS INC $129.85万0.11%17,467 -13,549-43.7% -$100.72万 减仓
STBA S & T BANCORP INC $129.97万0.11%26,481 5,66927.2% $27.82万 加仓
ORA ORMAT TECHNOLOGIES INC $130.08万0.11%11,945 730.6% $7,950 加仓
RSKD RISKIFIED LTD CL A $130.17万0.11%258,277 8,0063.2% $4.04万 加仓
RHP RYMAN HOSPITALITY PROPERTIES, $130.75万0.11%10,171 10,171— $130.75万 新建仓
LTRX LANTRONIX INC $130.87万0.11%222,569 115,658108.2% $68.01万 加仓
MA MASTERCARD INC CLASS A $132.51万0.11%2,580 -1,839-41.6% -$94.45万 减仓