Legato Capital Management LLC
San Francisco CA · SEC CIK 0001442641
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MTX | MINERALS TECHNOLOGIES INC | $223.15万 | 0.18% | 30,167 | 16,169 | 115.5% | $119.60万 | 加仓 |
| CYTK | CYTOKINETICS INC | $223.53万 | 0.19% | 26,239 | 14,905 | 131.5% | $126.98万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $226.16万 | 0.19% | 76,045 | 1,752 | 2.4% | $5.21万 | 加仓 |
| CROX | CROCS INC | $227.95万 | 0.19% | 18,895 | 18,895 | — | $227.95万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS INC | $228.47万 | 0.19% | 3,664 | -2,340 | -39.0% | -$145.91万 | 减仓 |
| VEEV | VEEVA SYSTEMS INC | $228.49万 | 0.19% | 12,875 | 0 | 0.0% | — | 不变 |
| VCEL | VERICEL CORPORATION | $231.44万 | 0.19% | 52,020 | 43,280 | 495.2% | $192.55万 | 加仓 |
| ENVA | ENOVA INTERNATIONAL INC | $238.08万 | 0.20% | 9,890 | 245 | 2.5% | $5.90万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC C | $239.31万 | 0.20% | 58,598 | 58,598 | — | $239.31万 | 新建仓 |
| ATRO | ASTRONICS CORP | $243.68万 | 0.20% | 29,988 | 13,183 | 78.4% | $107.13万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $244.24万 | 0.20% | 33,847 | -10,583 | -23.8% | -$76.37万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $245.76万 | 0.20% | 29,439 | 15,367 | 109.2% | $128.28万 | 加仓 |
| TILE | INTERFACE INC | $246.35万 | 0.20% | 68,736 | 44,487 | 183.5% | $159.44万 | 加仓 |
| KLIC | KULICKE & SOFFA INDUSTRIES | $246.67万 | 0.20% | 18,441 | 8,080 | 78.0% | $108.08万 | 加仓 |
| DAVE | DAVE INC CLASS A | $249.08万 | 0.21% | 6,685 | 6,685 | — | $249.08万 | 新建仓 |
| CVLT | COMMVAULT SYSTEMS INC | $249.44万 | 0.21% | 17,600 | 17,600 | — | $249.44万 | 新建仓 |
| KLAC | KLA TENCOR CORPORATION | $249.48万 | 0.21% | 8,269 | -17,161 | -67.5% | -$517.76万 | 减仓 |
| DY | DYCOM INDUSTRIES INC | $249.76万 | 0.21% | 4,940 | 325 | 7.0% | $16.43万 | 加仓 |
| POR | PORTLAND GENERAL ELECTRIC CO | $251.40万 | 0.21% | 48,505 | 12,888 | 36.2% | $66.80万 | 加仓 |
| RBC | RBC BEARINGS INC | $251.51万 | 0.21% | 3,905 | -1,682 | -30.1% | -$108.33万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC COM | $251.93万 | 0.21% | 121,884 | 49,847 | 69.2% | $103.03万 | 加仓 |
| FTAI | FTAI AVIATION LTD SHS | $252.84万 | 0.21% | 9,346 | -1,380 | -12.9% | -$37.33万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $253.40万 | 0.21% | 26,803 | -31,547 | -54.1% | -$298.25万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $253.90万 | 0.21% | 26,046 | 13,514 | 107.8% | $131.73万 | 加仓 |
| LASR | NLIGHT INC | $253.95万 | 0.21% | 36,476 | -3,988 | -9.9% | -$27.76万 | 减仓 |
| JBSS | JOHN B SANFILIPPO AND SON INC | $254.84万 | 0.21% | 29,636 | 1,451 | 5.1% | $12.48万 | 加仓 |
| MRCY | MERCURY COMPUTER SYS INC | $256.95万 | 0.21% | 21,005 | 1,265 | 6.4% | $15.47万 | 加仓 |
| SIGI | SELECTIVE INSURANCE GROUP | $259.28万 | 0.21% | 26,727 | 26,727 | — | $259.28万 | 新建仓 |
| FROG | JFROG LTD | $260.69万 | 0.22% | 28,685 | -1,775 | -5.8% | -$16.13万 | 减仓 |
| EIG | EMPLOYERS HOLDINGS INC | $260.79万 | 0.22% | 51,662 | 25,461 | 97.2% | $128.53万 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROUP | $262.23万 | 0.22% | 27,838 | 27,838 | — | $262.23万 | 新建仓 |
| DDOG | DATADOG INC CL A COM | $264.03万 | 0.22% | 10,141 | -11,759 | -53.7% | -$306.16万 | 减仓 |
| HTLD | HEARTLAND EXPRESS INC | $264.04万 | 0.22% | 173,484 | 46,194 | 36.3% | $70.31万 | 加仓 |
| ILMN | ILLUMINA INC | $264.76万 | 0.22% | 15,058 | -4,242 | -22.0% | -$74.59万 | 减仓 |
| DE | DEERE & CO | $264.83万 | 0.22% | 4,175 | -1,925 | -31.6% | -$122.11万 | 减仓 |
| GRDN | GUARDIAN PHARMACY SERVICES INC | $265.08万 | 0.22% | 63,310 | 4,420 | 7.5% | $18.51万 | 加仓 |
| ORCL | ORACLE CORP | $265.14万 | 0.22% | 18,092 | -11,542 | -38.9% | -$169.15万 | 减仓 |
| AWR | AMERICAN STATES WATER CO | $265.33万 | 0.22% | 32,111 | 7,768 | 31.9% | $64.19万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS INC | $270.26万 | 0.22% | 7,248 | -9,672 | -57.2% | -$360.64万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $272.88万 | 0.23% | 39,195 | 39,195 | — | $272.88万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $280.50万 | 0.23% | 33,657 | 33,657 | — | $280.50万 | 新建仓 |
| TTI | TETRA TECHNOLOGIES INC | $283.01万 | 0.23% | 249,790 | 7,618 | 3.1% | $8.63万 | 加仓 |
| ADUS | ADDUS HOMESCARE CORP | $286.03万 | 0.24% | 28,469 | -1,572 | -5.2% | -$15.79万 | 减仓 |
| ROST | ROSS STORES INC | $286.07万 | 0.24% | 13,440 | -7,460 | -35.7% | -$158.79万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE COM | $287.35万 | 0.24% | 63,700 | -108,300 | -63.0% | -$488.54万 | 减仓 |
| SHOO | STEVEN MADDEN LTD | $293.12万 | 0.24% | 69,625 | 18,909 | 37.3% | $79.61万 | 加仓 |
| OII | OCEANEERING INTL INC | $294.18万 | 0.24% | 72,601 | 3,273 | 4.7% | $13.26万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $297.51万 | 0.25% | 25,049 | -7,544 | -23.1% | -$89.60万 | 减仓 |
| NET | CLOUDFLARE INC | $299.17万 | 0.25% | 12,197 | -1,041 | -7.9% | -$25.53万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $300.38万 | 0.25% | 92,795 | 43,115 | 86.8% | $139.56万 | 加仓 |
| BWAY | BRAINSWAY LTD | $306.53万 | 0.25% | 197,635 | 5,485 | 2.9% | $8.51万 | 加仓 |
| MTD | METTLER-TOLEDO INTL INC | $306.60万 | 0.25% | 2,400 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $308.96万 | 0.26% | 4,144 | -3,261 | -44.0% | -$243.13万 | 减仓 |
| CVX | CHEVRON CORP | $309.67万 | 0.26% | 18,682 | -318 | -1.7% | -$5.27万 | 减仓 |
| MGNI | MAGNITE INC | $316.81万 | 0.26% | 166,918 | 82,128 | 96.9% | $155.88万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $319.40万 | 0.26% | 36,391 | -609 | -1.6% | -$5.35万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $323.80万 | 0.27% | 67,812 | -44,221 | -39.5% | -$211.16万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $323.84万 | 0.27% | 8,713 | 1,740 | 25.0% | $64.67万 | 加仓 |
| SEI | SOLARIS ENERGY INFRASTRUCTURE | $324.54万 | 0.27% | 40,335 | 8,240 | 25.7% | $66.30万 | 加仓 |
| LLY | ELI LILLY AND CO | $325.29万 | 0.27% | 2,712 | -1,517 | -35.9% | -$181.95万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $326.57万 | 0.27% | 8,212 | -288 | -3.4% | -$11.45万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $326.77万 | 0.27% | 43,874 | -12,452 | -22.1% | -$92.74万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC COM | $327.31万 | 0.27% | 54,226 | 17,585 | 48.0% | $106.14万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $328.70万 | 0.27% | 64,769 | 33,595 | 107.8% | $170.49万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $329.38万 | 0.27% | 7,174 | -1,326 | -15.6% | -$60.88万 | 减仓 |
| DOCN | DIGITALOCEAN HOLDINGS INC | $330.55万 | 0.27% | 21,050 | 345 | 1.7% | $5.42万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CORP | $331.16万 | 0.27% | 9,935 | 665 | 7.2% | $22.17万 | 加仓 |
| WTFC | WINTRUST FINANCIAL CORP | $331.66万 | 0.27% | 20,636 | 525 | 2.6% | $8.44万 | 加仓 |
| PSX | PHILLIPS 66 | $332.71万 | 0.28% | 19,681 | -319 | -1.6% | -$5.39万 | 减仓 |
| ORN | ORION MARINE GROUP INC | $333.00万 | 0.28% | 197,981 | 54,965 | 38.4% | $92.45万 | 加仓 |
| FCX | FREEPORT MCMORAN COPPER | $337.20万 | 0.28% | 53,617 | -6,983 | -11.5% | -$43.92万 | 减仓 |
| MCD | MCDONALD S CORP | $339.75万 | 0.28% | 12,569 | 1,269 | 11.2% | $34.30万 | 加仓 |
| HCSG | HEALTHCARE SERVICES GROUP | $345.02万 | 0.29% | 140,479 | 12,519 | 9.8% | $30.75万 | 加仓 |
| PFE | PFIZER INC | $349.69万 | 0.29% | 145,221 | 439 | 0.3% | $1.06万 | 加仓 |
| OFRM | ONCE UPON A FARM PBC | $349.90万 | 0.29% | 170,852 | 129,707 | 315.2% | $265.64万 | 加仓 |
| OMC | OMNICOM GROUP | $354.62万 | 0.29% | 48,691 | -6,514 | -11.8% | -$47.44万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $354.84万 | 0.29% | 12,211 | 2,211 | 22.1% | $64.25万 | 加仓 |
| TFII | TFI INTERNATIONAL INC | $355.84万 | 0.29% | 24,785 | 549 | 2.3% | $7.88万 | 加仓 |
| DRS | LEONARDO DRS INC COM | $356.50万 | 0.30% | 83,547 | 2,385 | 2.9% | $10.18万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $358.11万 | 0.30% | 41,186 | 32,470 | 372.5% | $282.33万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $358.44万 | 0.30% | 71,948 | -6,882 | -8.7% | -$34.29万 | 减仓 |
| LEN | LENNAR CORP CL A | $358.61万 | 0.30% | 39,630 | 1,630 | 4.3% | $14.75万 | 加仓 |
| PVLA | PALVELLA THERAPEUTICS INC | $358.97万 | 0.30% | 23,490 | 7,467 | 46.6% | $114.11万 | 加仓 |
| CRM | SALESFORCE COM INC | $360.32万 | 0.30% | 23,000 | 21,583 | 1,523.1% | $338.12万 | 重新持有 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $360.84万 | 0.30% | 183,356 | 113,763 | 163.5% | $223.89万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $361.94万 | 0.30% | 85,485 | -336 | -0.4% | -$1.42万 | 减仓 |
| OKE | ONEOK INC | $363.53万 | 0.30% | 41,814 | -1,186 | -2.8% | -$10.31万 | 减仓 |
| ECG | EVERUS CONTRUCTION GROUP | $366.90万 | 0.30% | 22,109 | 10,125 | 84.5% | $168.02万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $369.57万 | 0.31% | 97,000 | 97,000 | — | $369.57万 | 新建仓 |
| DIOD | DIODES INC | $370.84万 | 0.31% | 33,885 | 5,507 | 19.4% | $60.27万 | 加仓 |
| ES | EVERSOURCE ENERGY | $370.95万 | 0.31% | 51,329 | -3,671 | -6.7% | -$26.53万 | 减仓 |
| UPS | UNITED PARCEL SERVICE CL B | $371.01万 | 0.31% | 34,513 | -2,487 | -6.7% | -$26.74万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $371.34万 | 0.31% | 9,812 | -6,613 | -40.3% | -$250.27万 | 减仓 |
| MXL | MAXLINEAR INC | $372.32万 | 0.31% | 29,081 | -47,673 | -62.1% | -$610.36万 | 重新持有 |
| KEY | KEYCORP NEW | $373.32万 | 0.31% | 161,959 | -23,041 | -12.5% | -$53.11万 | 减仓 |
| SKT | TANGER FACTORY OUTLET CENTER R | $374.58万 | 0.31% | 94,903 | 21,743 | 29.7% | $85.82万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $376.56万 | 0.31% | 11,504 | -4,061 | -26.1% | -$132.93万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINE | $379.63万 | 0.31% | 13,500 | -1,600 | -10.6% | -$44.99万 | 减仓 |
| TGT | TARGET CORP | $380.60万 | 0.32% | 29,140 | -1,960 | -6.3% | -$25.60万 | 减仓 |
| KO | COCA COLA CO | $381.70万 | 0.32% | 46,967 | -5,886 | -11.1% | -$47.84万 | 减仓 |