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
FCX FREEPORT MCMORAN COPPER $337.20万0.28%53,617 -6,983-11.5% -$43.92万 减仓
ORN ORION MARINE GROUP INC $333.00万0.28%197,981 54,96538.4% $92.45万 加仓
PSX PHILLIPS 66 $332.71万0.28%19,681 -319-1.6% -$5.39万 减仓
WTFC WINTRUST FINANCIAL CORP $331.66万0.27%20,636 5252.6% $8.44万 加仓
SIMO SILICON MOTION TECHNOLOGY CORP $331.16万0.27%9,935 6657.2% $22.17万 加仓
DOCN DIGITALOCEAN HOLDINGS INC $330.55万0.27%21,050 3451.7% $5.42万 加仓
SPOT SPOTIFY TECHNOLOGY SA $329.38万0.27%7,174 -1,326-15.6% -$60.88万 减仓
ELVN ENLIVEN THERAPEUTICS INC $328.70万0.27%64,769 33,595107.8% $170.49万 加仓
XENE XENON PHARMACEUTICALS INC COM $327.31万0.27%54,226 17,58548.0% $106.14万 加仓
BBIO BRIDGEBIO PHARMA INC $326.77万0.27%43,874 -12,452-22.1% -$92.74万 减仓
ISRG INTUITIVE SURGICAL INC $326.57万0.27%8,212 -288-3.4% -$11.45万 减仓
LLY ELI LILLY AND CO $325.29万0.27%2,712 -1,517-35.9% -$181.95万 减仓
SEI SOLARIS ENERGY INFRASTRUCTURE $324.54万0.27%40,335 8,24025.7% $66.30万 加仓
KRYS KRYSTAL BIOTECH INC $323.84万0.27%8,713 1,74025.0% $64.67万 加仓
VIAV VIAVI SOLUTIONS INC $323.80万0.27%67,812 -44,221-39.5% -$211.16万 减仓
NEE NEXTERA ENERGY INC $319.40万0.26%36,391 -609-1.6% -$5.35万 减仓
MGNI MAGNITE INC $316.81万0.26%166,918 82,12896.9% $155.88万 加仓
CVX CHEVRON CORP $309.67万0.26%18,682 -318-1.7% -$5.27万 减仓
SITM SITIME CORP $308.96万0.26%4,144 -3,261-44.0% -$243.13万 减仓
MTD METTLER-TOLEDO INTL INC $306.60万0.25%2,400 00.0% — 不变
BWAY BRAINSWAY LTD $306.53万0.25%197,635 5,4852.9% $8.51万 加仓
EXTR EXTREME NETWORKS INC $300.38万0.25%92,795 43,11586.8% $139.56万 加仓
NET CLOUDFLARE INC $299.17万0.25%12,197 -1,041-7.9% -$25.53万 减仓
ROAD CONSTRUCTION PARTNERS INC $297.51万0.25%25,049 -7,544-23.1% -$89.60万 减仓
OII OCEANEERING INTL INC $294.18万0.24%72,601 3,2734.7% $13.26万 加仓
SHOO STEVEN MADDEN LTD $293.12万0.24%69,625 18,90937.3% $79.61万 加仓
HPE HEWLETT PACKARD ENTERPRISE COM $287.35万0.24%63,700 -108,300-63.0% -$488.54万 减仓
ROST ROSS STORES INC $286.07万0.24%13,440 -7,460-35.7% -$158.79万 减仓
ADUS ADDUS HOMESCARE CORP $286.03万0.24%28,469 -1,572-5.2% -$15.79万 减仓
TTI TETRA TECHNOLOGIES INC $283.01万0.23%249,790 7,6183.1% $8.63万 加仓
KTB KONTOOR BRANDS INC $280.50万0.23%33,657 33,657— $280.50万 新建仓
ALGM ALLEGRO MICROSYSTEMS INC COM $272.88万0.23%39,195 39,195— $272.88万 新建仓
AEIS ADVANCED ENERGY INDS INC $270.26万0.22%7,248 -9,672-57.2% -$360.64万 减仓
AWR AMERICAN STATES WATER CO $265.33万0.22%32,111 7,76831.9% $64.19万 加仓
ORCL ORACLE CORP $265.14万0.22%18,092 -11,542-38.9% -$169.15万 减仓
GRDN GUARDIAN PHARMACY SERVICES INC $265.08万0.22%63,310 4,4207.5% $18.51万 加仓
DE DEERE & CO $264.83万0.22%4,175 -1,925-31.6% -$122.11万 减仓
ILMN ILLUMINA INC $264.76万0.22%15,058 -4,242-22.0% -$74.59万 减仓
HTLD HEARTLAND EXPRESS INC $264.04万0.22%173,484 46,19436.3% $70.31万 加仓
DDOG DATADOG INC CL A COM $264.03万0.22%10,141 -11,759-53.7% -$306.16万 减仓
CDNL CARDINAL INFRASTRUCTURE GROUP $262.23万0.22%27,838 27,838— $262.23万 新建仓
EIG EMPLOYERS HOLDINGS INC $260.79万0.22%51,662 25,46197.2% $128.53万 加仓
FROG JFROG LTD $260.69万0.22%28,685 -1,775-5.8% -$16.13万 减仓
SIGI SELECTIVE INSURANCE GROUP $259.28万0.21%26,727 26,727— $259.28万 新建仓
MRCY MERCURY COMPUTER SYS INC $256.95万0.21%21,005 1,2656.4% $15.47万 加仓
JBSS JOHN B SANFILIPPO AND SON INC $254.84万0.21%29,636 1,4515.1% $12.48万 加仓
LASR NLIGHT INC $253.95万0.21%36,476 -3,988-9.9% -$27.76万 减仓
DNTH DIANTHUS THERAPEUTICS INC $253.90万0.21%26,046 13,514107.8% $131.73万 加仓
ON ON SEMICONDUCTOR CORP $253.40万0.21%26,803 -31,547-54.1% -$298.25万 减仓
FTAI FTAI AVIATION LTD SHS $252.84万0.21%9,346 -1,380-12.9% -$37.33万 减仓
BNL BROADSTONE NET LEASE INC COM $251.93万0.21%121,884 49,84769.2% $103.03万 加仓
RBC RBC BEARINGS INC $251.51万0.21%3,905 -1,682-30.1% -$108.33万 减仓
POR PORTLAND GENERAL ELECTRIC CO $251.40万0.21%48,505 12,88836.2% $66.80万 加仓
DY DYCOM INDUSTRIES INC $249.76万0.21%4,940 3257.0% $16.43万 加仓
KLAC KLA TENCOR CORPORATION $249.48万0.21%8,269 -17,161-67.5% -$517.76万 减仓
CVLT COMMVAULT SYSTEMS INC $249.44万0.21%17,600 17,600— $249.44万 新建仓
DAVE DAVE INC CLASS A $249.08万0.21%6,685 6,685— $249.08万 新建仓
KLIC KULICKE & SOFFA INDUSTRIES $246.67万0.20%18,441 8,08078.0% $108.08万 加仓
TILE INTERFACE INC $246.35万0.20%68,736 44,487183.5% $159.44万 加仓
VSXY VICTORIAS SECRET AND CO $245.76万0.20%29,439 15,367109.2% $128.28万 加仓
UBER UBER TECHNOLOGIES INC COM $244.24万0.20%33,847 -10,583-23.8% -$76.37万 减仓
ATRO ASTRONICS CORP $243.68万0.20%29,988 13,18378.4% $107.13万 加仓
LTH LIFE TIME GROUP HOLDINGS INC C $239.31万0.20%58,598 58,598— $239.31万 新建仓
ENVA ENOVA INTERNATIONAL INC $238.08万0.20%9,890 2452.5% $5.90万 加仓
VCEL VERICEL CORPORATION $231.44万0.19%52,020 43,280495.2% $192.55万 加仓
VEEV VEEVA SYSTEMS INC $228.49万0.19%12,875 00.0% — 不变
REGN REGENERON PHARMACEUTICALS INC $228.47万0.19%3,664 -2,340-39.0% -$145.91万 减仓
CROX CROCS INC $227.95万0.19%18,895 18,895— $227.95万 新建仓
RSI RUSH STREET INTERACTIVE INC $226.16万0.19%76,045 1,7522.4% $5.21万 加仓
CYTK CYTOKINETICS INC $223.53万0.19%26,239 14,905131.5% $126.98万 加仓
MTX MINERALS TECHNOLOGIES INC $223.15万0.18%30,167 16,169115.5% $119.60万 加仓
REYN REYNOLDS CONSUMER PRODS INC $222.94万0.18%83,030 -11,121-11.8% -$29.86万 减仓
HAPN HAPPEN INC COM NEW $213.74万0.18%103,058 56,971123.6% $118.16万 加仓
KFRC KFORCE INC $211.91万0.18%45,165 45,165— $211.91万 新建仓
AXGN AXOGEN INC $211.80万0.18%45,855 8,35022.3% $38.57万 加仓
RYTM RHYTHM PHARMACEUTICALS INC $211.22万0.18%19,024 13,301232.4% $147.68万 重新持有
JOUT JOHNSON OUTDOORS INC $211.19万0.17%45,870 12,64538.1% $58.22万 加仓
SNPS SYNOPSYS INC $210.77万0.17%4,725 -3,575-43.1% -$159.47万 减仓
MTSI MA COM TECHNOLOGY SOLUTIONS HO $210.42万0.17%5,532 -8,231-59.8% -$313.08万 减仓
HTFL HEARTFLOW INC $203.99万0.17%69,525 34,950101.1% $102.54万 加仓
LQDA LIQUIDIA CORPORATION $202.13万0.17%25,352 8363.4% $6.67万 加仓
AAOI APPLIED OPTOELECTRONICS INC $201.32万0.17%13,588 4,44448.6% $65.84万 加仓
ESE ESCO TECHNOLOGIES INC $200.36万0.17%5,724 1,78645.4% $62.52万 加仓
MITK MITEK SYSTEMS INC $200.14万0.17%99,426 -36,091-26.6% -$72.65万 减仓
WLDN WILLDAN GROUP INC $199.59万0.17%25,233 -5,954-19.1% -$47.10万 减仓
COMP COMPASS INC CL A $199.22万0.17%161,577 16,85711.6% $20.78万 加仓
FEIM FREQUENCY ELECTRS INC $199.14万0.17%30,014 8963.1% $5.94万 加仓
RGEN REPLIGEN CORP $198.68万0.16%14,562 -1,938-11.7% -$26.44万 减仓
MAMA MAMAMANCINIS HOLDINGS INC $196.73万0.16%110,213 -7,191-6.1% -$12.84万 减仓
WKC WORLD FUEL SERVICES CORP. $196.67万0.16%59,706 44,388289.8% $146.21万 重新持有
PL PLANET LABORATORIES PBC CL A $194.95万0.16%58,843 -56,645-49.0% -$187.66万 减仓
APLD APPLIED DIGITAL CORP NEW $191.38万0.16%51,307 33,587189.5% $125.28万 重新持有
QBTS D-WAVE QUANTUM INC $191.18万0.16%79,693 56,598245.1% $135.78万 重新持有
XERS XERIS BIOPHARMA HOLDINGS INC $191.14万0.16%241,341 7,1973.1% $5.70万 加仓
JJSF J & J SNACK FOODS CORP $189.66万0.16%25,822 12,55094.6% $92.18万 加仓
VCYT VERACYTE INC $189.05万0.16%32,190 32,190— $189.05万 新建仓
META META PLATFORMS INC CL A $187.41万0.16%3,327 -1,689-33.7% -$95.14万 减仓
DGII DIGI INTERNATIONAL INC $186.63万0.15%24,901 7,41242.4% $55.55万 加仓
— SIGA TECHNOLOGIES INC $186.38万0.15%512,039 00.0% — 不变
APH AMPHENOL CORP CL A $186.09万0.15%10,554 -13,458-56.0% -$237.29万 减仓