Legato Capital Management LLC
San Francisco CA · SEC CIK 0001442641
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BOOT | BOOT BARN HOLDINGS INC | $149.80万 | 0.14% | 10,235 | -7,618 | -42.7% | -$111.50万 | 减仓 |
| WAY | WAYSTAR HOLDING CORP | $151.05万 | 0.14% | 62,650 | 42,450 | 210.1% | $102.35万 | 重新持有 |
| CAC | CAMDEN NATL CORP | $153.13万 | 0.14% | 32,272 | 11,559 | 55.8% | $54.85万 | 加仓 |
| JOUT | JOHNSON OUTDOORS INC | $154.53万 | 0.14% | 33,225 | 14,496 | 77.4% | $67.42万 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $154.86万 | 0.14% | 123,100 | 123,100 | — | $154.86万 | 新建仓 |
| ALNT | ALLIED MOTION TECHNOLOGIES INC | $155.81万 | 0.14% | 26,369 | 2,372 | 9.9% | $14.02万 | 加仓 |
| ORN | ORION MARINE GROUP INC | $155.89万 | 0.14% | 143,016 | -2,034 | -1.4% | -$2.22万 | 减仓 |
| DY | DYCOM INDUSTRIES INC | $156.37万 | 0.14% | 4,615 | -835 | -15.3% | -$28.29万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING | $156.37万 | 0.14% | 16,658 | -8,547 | -33.9% | -$80.23万 | 减仓 |
| BRC | BRADY CORPORATION CL A | $160.02万 | 0.15% | 19,697 | -13,508 | -40.7% | -$109.74万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $161.59万 | 0.15% | 74,293 | -666 | -0.9% | -$1.45万 | 减仓 |
| KVYO | KLAVIYO INC SER A | $164.99万 | 0.15% | 84,785 | 18,920 | 28.7% | $36.82万 | 加仓 |
| RKLB | ROCKET LAB CORP | $170.47万 | 0.16% | 26,545 | -3,416 | -11.4% | -$21.94万 | 减仓 |
| SHOO | STEVEN MADDEN LTD | $172.03万 | 0.16% | 50,716 | -91,931 | -64.4% | -$311.83万 | 减仓 |
| INVX | INNOVEX INTERNATIONAL INC COM | $173.30万 | 0.16% | 71,052 | -27,777 | -28.1% | -$67.75万 | 减仓 |
| DOCN | DIGITALOCEAN HOLDINGS INC | $177.61万 | 0.16% | 20,705 | -7,665 | -27.0% | -$65.75万 | 减仓 |
| KRMN | KARMAN HOLDINGS INC COMMON STO | $178.03万 | 0.16% | 22,240 | 3,795 | 20.6% | $30.38万 | 加仓 |
| MAMA | MAMAMANCINIS HOLDINGS INC | $180.10万 | 0.16% | 117,404 | -1,505 | -1.3% | -$2.31万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $180.13万 | 0.16% | 6,973 | 5,060 | 264.5% | $130.71万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC COM CL | $181.00万 | 0.17% | 97,366 | -179,135 | -64.8% | -$333.01万 | 减仓 |
| SEI | SOLARIS ENERGY INFRASTRUCTURE | $181.37万 | 0.17% | 32,095 | 10,360 | 47.7% | $58.54万 | 加仓 |
| BVS | BIOVENTUS INC | $182.91万 | 0.17% | 200,336 | 62,774 | 45.6% | $57.31万 | 加仓 |
| MITK | MITEK SYSTEMS INC | $182.95万 | 0.17% | 135,517 | 88,323 | 187.1% | $119.24万 | 加仓 |
| AWR | AMERICAN STATES WATER CO | $184.08万 | 0.17% | 24,343 | 14,911 | 158.1% | $112.76万 | 加仓 |
| ICE | INTERCONTINENTALEXCHANGE INC | $184.74万 | 0.17% | 11,746 | 2,572 | 28.0% | $40.45万 | 加仓 |
| POR | PORTLAND GENERAL ELECTRIC CO | $187.95万 | 0.17% | 35,617 | -11,283 | -24.1% | -$59.54万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $188.08万 | 0.17% | 9,688 | 2,036 | 26.6% | $39.53万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $190.47万 | 0.17% | 64,110 | -23,426 | -26.8% | -$69.60万 | 减仓 |
| NDAQ | NASDAQ OMX GROUP/THE | $192.90万 | 0.18% | 22,724 | 7,409 | 48.4% | $62.89万 | 加仓 |
| DIOD | DIODES INC | $193.71万 | 0.18% | 28,378 | 15,326 | 117.4% | $104.62万 | 加仓 |
| RGEN | REPLIGEN CORP | $194.40万 | 0.18% | 16,500 | -3,655 | -18.1% | -$43.06万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $194.98万 | 0.18% | 4,493 | 3,599 | 402.6% | $156.19万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $198.23万 | 0.18% | 14,892 | 10,645 | 250.6% | $141.70万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $199.41万 | 0.18% | 94,151 | -14,117 | -13.0% | -$29.90万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC | $199.73万 | 0.18% | 16,023 | 4,638 | 40.7% | $57.81万 | 加仓 |
| GRAL | GRAIL INC | $203.62万 | 0.19% | 39,400 | 25,965 | 193.3% | $134.19万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $206.27万 | 0.19% | 7,769 | -3,001 | -27.9% | -$79.68万 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC | $206.33万 | 0.19% | 242,172 | -3,377 | -1.4% | -$2.88万 | 减仓 |
| MTZ | MASTEC INC | $206.36万 | 0.19% | 6,414 | -740 | -10.3% | -$23.81万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES CORPO | $211.45万 | 0.19% | 152,339 | -86,269 | -36.2% | -$119.74万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC COM | $213.07万 | 0.19% | 36,641 | -397 | -1.1% | -$2.31万 | 减仓 |
| PEP | PEPSICO INC | $214.08万 | 0.20% | 13,786 | 8,510 | 161.3% | $132.15万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $215.53万 | 0.20% | 6,514 | 6,514 | — | $215.53万 | 新建仓 |
| RTX | RAYTHEON TECHNOLOGIES CORPORAT | $217.07万 | 0.20% | 11,253 | -8,535 | -43.1% | -$164.64万 | 减仓 |
| CALY | CALLAWAY GOLF COMPANY | $217.28万 | 0.20% | 156,542 | 156,542 | — | $217.28万 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO CL A | $218.02万 | 0.20% | 18,571 | -203 | -1.1% | -$2.38万 | 减仓 |
| — | NUVALENT INC COM | $220.27万 | 0.20% | 21,500 | -232 | -1.1% | -$2.38万 | 减仓 |
| MA | MASTERCARD INC CLASS A | $220.80万 | 0.20% | 4,419 | -1,092 | -19.8% | -$54.56万 | 减仓 |
| GRDN | GUARDIAN PHARMACY SERVICES INC | $221.78万 | 0.20% | 58,890 | 58,890 | — | $221.78万 | 新建仓 |
| JBSS | JOHN B SANFILIPPO AND SON INC | $223.59万 | 0.20% | 28,185 | 3,131 | 12.5% | $24.84万 | 加仓 |
| KMT | KENNAMETAL INC | $225.07万 | 0.21% | 62,294 | 22,668 | 57.2% | $81.90万 | 加仓 |
| WMB | WILLIAMS COS INC | $225.73万 | 0.21% | 31,016 | 16,421 | 112.5% | $119.51万 | 加仓 |
| VEEV | VEEVA SYSTEMS INC | $226.16万 | 0.21% | 12,875 | 2,675 | 26.2% | $46.99万 | 加仓 |
| HP | HELMERICH & PAYNE INC | $227.20万 | 0.21% | 63,058 | -13,034 | -17.1% | -$46.96万 | 减仓 |
| BELFB | BEL FUSE INC CL B | $227.95万 | 0.21% | 11,514 | -889 | -7.2% | -$17.60万 | 减仓 |
| KNX | KNIGHT SWIFT TRANSPORTATION HO | $228.36万 | 0.21% | 39,660 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC NEW | $230.19万 | 0.21% | 34,657 | -517 | -1.5% | -$3.43万 | 减仓 |
| LASR | NLIGHT INC | $230.73万 | 0.21% | 40,464 | 1,989 | 5.2% | $11.34万 | 加仓 |
| LOW | LOWE S COS INC | $231.55万 | 0.21% | 9,800 | 538 | 5.8% | $12.71万 | 加仓 |
| HCSG | HEALTHCARE SERVICES GROUP | $237.37万 | 0.22% | 127,960 | -9,505 | -6.9% | -$17.63万 | 减仓 |
| ILMN | ILLUMINA INC | $237.89万 | 0.22% | 19,300 | 0 | 0.0% | — | 不变 |
| WLDN | WILLDAN GROUP INC | $238.77万 | 0.22% | 31,187 | 1,811 | 6.2% | $13.87万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SERVICES I | $239.38万 | 0.22% | 56,180 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUMINUM COMPANY | $240.36万 | 0.22% | 40,954 | -19 | -0.0% | -$1,115 | 减仓 |
| STT | STATE STREET CORPORATION | $240.88万 | 0.22% | 19,033 | 11,354 | 147.9% | $143.70万 | 加仓 |
| PBH | PRESTIGE BRANDS HOLDINGS INC | $240.90万 | 0.22% | 40,644 | 12,870 | 46.3% | $76.28万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $241.95万 | 0.22% | 38,911 | 27,993 | 256.4% | $174.06万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $242.93万 | 0.22% | 20,984 | 4,502 | 27.3% | $52.12万 | 加仓 |
| OII | OCEANEERING INTL INC | $245.91万 | 0.22% | 69,328 | 967 | 1.4% | $3.43万 | 加仓 |
| SKT | TANGER FACTORY OUTLET CENTER R | $248.60万 | 0.23% | 73,160 | -11,073 | -13.1% | -$37.63万 | 减仓 |
| TTMI | TTM TECHNOLOGIES | $250.35万 | 0.23% | 25,698 | 6,293 | 32.4% | $61.31万 | 加仓 |
| WHD | CACTUS INC | $252.04万 | 0.23% | 53,207 | 1,105 | 2.1% | $5.23万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $252.24万 | 0.23% | 29,968 | 16,417 | 121.1% | $138.18万 | 加仓 |
| WFC | WELLS FARGO & CO | $252.69万 | 0.23% | 11,837 | -41,377 | -77.8% | -$883.29万 | 减仓 |
| ETN | EATON CORP | $254.09万 | 0.23% | 7,104 | 1,515 | 27.1% | $54.19万 | 加仓 |
| BWAY | BRAINSWAY LTD | $255.37万 | 0.23% | 192,150 | -2,602 | -1.3% | -$3.46万 | 减仓 |
| FIVE | FIVE BELOW INC | $255.55万 | 0.23% | 11,185 | -385 | -3.3% | -$8.80万 | 减仓 |
| V | VISA INC | $255.57万 | 0.23% | 8,456 | -815 | -8.8% | -$24.63万 | 减仓 |
| SITM | SITIME CORP | $255.73万 | 0.23% | 7,405 | -2,383 | -24.3% | -$82.30万 | 减仓 |
| BE | BLOOM ENERGY CORP | $258.07万 | 0.24% | 19,047 | -13,715 | -41.9% | -$185.82万 | 减仓 |
| DDOG | DATADOG INC CL A COM | $258.53万 | 0.24% | 21,900 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD | $260.74万 | 0.24% | 8,000 | 0 | 0.0% | — | 不变 |
| NOMD | NOMAD FOODS LIMITED | $261.02万 | 0.24% | 271,615 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC | $262.62万 | 0.24% | 15,538 | 5,911 | 61.4% | $99.91万 | 加仓 |
| FTAI | FTAI AVIATION LTD SHS | $262.79万 | 0.24% | 10,726 | -234 | -2.1% | -$5.73万 | 减仓 |
| TFII | TFI INTERNATIONAL INC | $263.28万 | 0.24% | 24,236 | 8,130 | 50.5% | $88.32万 | 加仓 |
| PATK | PATRICK INDUSTRIES INC | $265.39万 | 0.24% | 23,894 | -2,351 | -9.0% | -$26.11万 | 减仓 |
| SYM | SYMBOTIC INC CLASS A COM | $271.32万 | 0.25% | 51,000 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $271.85万 | 0.25% | 22,551 | 4,276 | 23.4% | $51.55万 | 加仓 |
| NET | CLOUDFLARE INC | $273.15万 | 0.25% | 13,238 | 10,800 | 443.0% | $222.85万 | 加仓 |
| — | SIGA TECHNOLOGIES INC | $273.94万 | 0.25% | 512,039 | -68,506 | -11.8% | -$36.65万 | 减仓 |
| POWL | POWELL INDS INC | $277.36万 | 0.25% | 5,126 | 1,926 | 60.2% | $104.21万 | 加仓 |
| WTFC | WINTRUST FINANCIAL CORP | $279.42万 | 0.26% | 20,111 | -199 | -1.0% | -$2.76万 | 减仓 |
| ADUS | ADDUS HOMESCARE CORP | $281.33万 | 0.26% | 30,041 | 14,689 | 95.7% | $137.56万 | 加仓 |
| SMTC | SEMTECH CORP | $283.36万 | 0.26% | 36,852 | -1,983 | -5.1% | -$15.25万 | 减仓 |
| META | META PLATFORMS INC CL A | $286.98万 | 0.26% | 5,016 | -263 | -5.0% | -$15.05万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $295.92万 | 0.27% | 14,686 | 7,956 | 118.2% | $160.31万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $301.32万 | 0.28% | 17,171 | -10,147 | -37.1% | -$178.06万 | 减仓 |
| MTD | METTLER-TOLEDO INTL INC | $302.69万 | 0.28% | 2,400 | 755 | 45.9% | $95.22万 | 加仓 |
| APH | AMPHENOL CORP CL A | $303.39万 | 0.28% | 24,012 | 4,439 | 22.7% | $56.09万 | 加仓 |