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
WSBC WESBANCO INC $51.04万0.04%13,076 00.0% — 不变
ENSG ENSIGN GROUP INC $50.85万0.04%3,172 -11,514-78.4% -$184.57万 减仓
UFPI UFP INDUSTRIES INC $50.78万0.04%5,596 00.0% — 不变
VMC VULCAN MATERIALS $50.30万0.04%1,705 -2,005-54.0% -$59.15万 减仓
— FREIGHTOS LTD $48.80万0.04%321,048 9,6043.1% $1.46万 加仓
MCO MOODYS CORP $48.37万0.04%1,068 -1,863-63.6% -$84.38万 减仓
UPWK UPWORK INC $47.93万0.04%57,331 -483-0.8% -$4,038 减仓
VRNS VARONIS SYSTEMS INC $47.86万0.04%11,407 11,407— $47.86万 新建仓
FMAO FARMERS & MERCHANTS BANCORP IN $47.75万0.04%15,615 00.0% — 不变
OLLI OLLIES BARGAIN OUTLET HOLDINGS $47.53万0.04%6,183 -8,997-59.3% -$69.17万 减仓
SONO SONOS INC $47.38万0.04%35,015 -10,080-22.4% -$13.64万 减仓
SYK STRYKER CORP $47.35万0.04%1,504 -1,766-54.0% -$55.60万 减仓
AXP AMERICAN EXPRESS CO $46.81万0.04%1,384 -520-27.3% -$17.59万 减仓
TXRH TEXAS ROADHOUSE INC $46.53万0.04%2,408 -3,691-60.5% -$71.32万 减仓
MTDR MATADOR RESOURCES COMPANY $46.52万0.04%9,345 -13,521-59.1% -$67.31万 减仓
URI UNITED RENTALS INC $46.22万0.04%408 -153-27.3% -$17.33万 减仓
NSSC NAPCO SECURITY TECHNOLOGIES $45.56万0.04%11,997 3,88047.8% $14.74万 加仓
ANIP ANI PHARMACEUTICALS INC $45.35万0.04%5,478 -2,892-34.6% -$23.94万 重新持有
FELE FRANKLIN ELECTRIC CO INC. $45.31万0.04%4,227 00.0% — 不变
LFUS LITTELFUSE INC $45.03万0.04%989 -931-48.5% -$42.39万 减仓
VST VISTRA CORP $44.94万0.04%2,833 -1,141-28.7% -$18.10万 减仓
WSM WILLIAMS SONOMA INC $42.68万0.04%1,831 -689-27.3% -$16.06万 减仓
CIFR CIPHER DIGITAL INC COM $42.67万0.04%17,415 17,415— $42.67万 新建仓
EXLS EXL SERVICE HLDGS INC $42.65万0.04%16,492 00.0% — 不变
BBCP CONCRETE PUMPING HOLDINGS INC $42.47万0.04%35,248 35,248— $42.47万 新建仓
LKFN LAKELAND FINANCIAL CORP $42.12万0.03%6,825 1,96440.4% $12.12万 加仓
RIOT RIOT PLATFORMS INC $42.09万0.03%15,371 15,371— $42.09万 新建仓
ETON ETON PHARMACEUTICALS INC COM $41.71万0.03%11,521 11,521— $41.71万 新建仓
ANET ARISTA NETWORKS INC $41.40万0.03%2,437 -1,186-32.7% -$20.15万 减仓
HUT HUT 8 CORP $41.12万0.03%3,562 3,562— $41.12万 新建仓
— IDENTIV INC $40.89万0.03%162,247 -68,444-29.7% -$17.25万 减仓
INNV INNOVAGE HOLDING CORP $40.80万0.03%34,428 -33,391-49.2% -$39.57万 减仓
PI IMPINJ INC EAM INVESTORS LLC N $40.61万0.03%2,835 -4,765-62.7% -$68.25万 重新持有
BBSI BARRETT BUSINESS SERVICES INC $40.47万0.03%11,394 00.0% — 不变
AWI ARMSTRONG WORLD INDUSTRIES INC $40.38万0.03%2,517 -1,271-33.6% -$20.39万 减仓
KGS KODIAK GAS SERVICES INC $40.01万0.03%5,325 5,325— $40.01万 新建仓
DVN DEVON ENERGY CORPORATION $39.50万0.03%9,559 -3,594-27.3% -$14.85万 减仓
HP HELMERICH & PAYNE INC $39.30万0.03%12,004 -51,054-81.0% -$167.15万 减仓
GILD GILEAD SCIENCES INC $38.71万0.03%3,064 -1,152-27.3% -$14.55万 减仓
EXPO EXPONENT INC $38.47万0.03%6,547 00.0% — 不变
PFG PRINCIPAL FINANCIAL GR $38.45万0.03%3,567 -1,342-27.3% -$14.46万 减仓
QLYS QUALYS INC $38.41万0.03%2,794 00.0% — 不变
WING WINGSTOP INC $38.12万0.03%2,198 -7,336-76.9% -$127.21万 重新持有
TCBK TRICO BANCSHARES $37.99万0.03%7,054 7,054— $37.99万 新建仓
SLM SLM CORP $37.77万0.03%14,559 00.0% — 不变
GE GE AEROSPACE COM NEW $37.75万0.03%1,010 -1,656-62.1% -$61.89万 减仓
OMCL OMNICELL INC $37.64万0.03%9,066 00.0% — 不变
RUSHA RUSH ENTERPRISES INC CL A $37.49万0.03%5,136 -5,828-53.2% -$42.54万 减仓
INCY INCYTE CORP $37.42万0.03%3,301 3,301— $37.42万 新建仓
APPF APPFOLIO INC $37.23万0.03%2,322 -4,416-65.5% -$70.81万 重新持有
SYF SYNCHRONY FINANCIAL $36.97万0.03%4,861 -1,829-27.3% -$13.91万 减仓
PJT PJT PARTNERS INC $36.97万0.03%2,449 1,07277.9% $16.18万 重新持有
MTZ MASTEC INC $36.36万0.03%874 -5,540-86.4% -$230.50万 减仓
— ASTRONICS CORP CL B $36.13万0.03%4,754 4,754— $36.13万 新建仓
EPAM EPAM SYSTEMS INC $36.00万0.03%4,537 1,09932.0% $8.72万 加仓
HWM HOWMET AEROSPACE INC $35.87万0.03%1,334 -378-22.1% -$10.16万 减仓
HOPE HOPE BANCORP INC COM $35.68万0.03%26,080 00.0% — 不变
MEDP MEDPACE HOLDINGS INC $35.01万0.03%661 -639-49.2% -$33.84万 减仓
PCB PCB BANCORP $34.95万0.03%12,320 12,320— $34.95万 新建仓
COHR COHERENT CORP COM $34.95万0.03%886 -269-23.3% -$10.61万 减仓
MAR MARRIOTT INTL INC $34.69万0.03%936 -405-30.2% -$15.01万 减仓
TTWO TAKE TWO INTERACTIVE SOFTWARE $34.62万0.03%1,385 -600-30.2% -$15.00万 减仓
RES RPC INC $34.52万0.03%59,204 21,93158.8% $12.79万 加仓
SCL STEPAN CO $34.47万0.03%6,187 -23,668-79.3% -$131.88万 减仓
LNG CHENIERE ENERGY INC $34.13万0.03%1,428 -537-27.3% -$12.83万 减仓
MUSA MURPHY USA INC $34.06万0.03%632 632— $34.06万 新建仓
TROW PRICE T ROWE GROUP INC $34.05万0.03%2,995 -1,126-27.3% -$12.80万 减仓
EOG EOG RESOURCES INC $33.85万0.03%2,609 -981-27.3% -$12.73万 减仓
INBX INHIBRX BIOSCIENCES INC $33.56万0.03%3,542 3,542— $33.56万 新建仓
MMM 3M CO $33.27万0.03%2,055 -772-27.3% -$12.50万 减仓
CBZ CBIZ INC $33.23万0.03%10,359 00.0% — 不变
NU NORTHEAST UTILS $32.72万0.03%24,491 00.0% — 不变
AMCR AMCOR PLC $32.37万0.03%7,468 -2,809-27.3% -$12.18万 减仓
TLS TELOS CORP MD $32.18万0.03%69,961 69,961— $32.18万 新建仓
EVTC EVERTEC INC $31.70万0.03%11,410 00.0% — 不变
USCB USCB FINANCIAL HOLDINGS INC CL $31.64万0.03%15,466 00.0% — 不变
SHW SHERWIN WILLIAMS CO $31.61万0.03%918 -345-27.3% -$11.88万 减仓
DKS DICKS SPORTING GOODS INC $31.35万0.03%1,382 -519-27.3% -$11.77万 减仓
CRBG COREBRIDGE FINANCIAL INC $31.30万0.03%10,934 -4,111-27.3% -$11.77万 减仓
FIX COMFORT SYS USA INC $31.12万0.03%157 -94-37.5% -$18.63万 减仓
MET METLIFE INC $30.99万0.03%3,663 -1,378-27.3% -$11.66万 减仓
WDFC WD 40 CO $30.80万0.03%1,264 00.0% — 不变
PNTG PENNANT GROUP INC $30.41万0.03%8,230 00.0% — 不变
PWR QUANTA SVCS INC $30.39万0.03%422 422— $30.39万 新建仓
ENTG ENTEGRIS INC $30.32万0.03%1,686 1,686— $30.32万 新建仓
JLL JONES LANG LASALLE INC $29.97万0.02%967 00.0% — 不变
SYY SYSCO CORP $29.89万0.02%3,576 -11,108-75.6% -$92.84万 减仓
CWT CALIFORNIA WATER SERVICE GRP $29.69万0.02%6,103 00.0% — 不变
TJX TJX COMPANIES INC $29.51万0.02%1,948 -63-3.1% -$9,544 减仓
NEXN NEXXEN INTL LTD SHS NEW $28.77万0.02%31,864 8,48736.3% $7.66万 加仓
LBRT LIBERTY OILFIELD SERVICES INC $28.73万0.02%10,968 -34,659-76.0% -$90.77万 重新持有
SNDK SANDISK CORP $28.42万0.02%125 125— $28.42万 新建仓
AMP AMERIPRISE FINL INC $28.21万0.02%615 -231-27.3% -$10.60万 减仓
SARO STANDARDAERO INC $28.19万0.02%9,424 -1,277-11.9% -$3.82万 减仓
RM REGIONAL MANAGEMENT CORP $28.18万0.02%6,840 -13,597-66.5% -$56.02万 减仓
WULF TERAWULF INC $27.65万0.02%11,195 2492.3% $6,150 加仓
NBIX NEUROCRINE BIOSCIENCES INC $27.05万0.02%1,605 1,605— $27.05万 新建仓
CNMD CONMED CORP $26.87万0.02%8,210 00.0% — 不变
PRU PRUDENTIAL FINANCIAL INC. $26.81万0.02%2,484 -935-27.3% -$10.09万 减仓
DVA DAVITA INC. $26.79万0.02%1,204 1,204— $26.79万 新建仓