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
ROKU ROKU INC $26.59万0.02%1,925 1,925— $26.59万 新建仓
MMS MAXIMUS INC $25.97万0.02%4,830 00.0% — 不变
WCN WASTE CONNECTIONS INC $25.87万0.02%1,552 -1,302-45.6% -$21.70万 减仓
PSIX POWER SOLUTIONS INTERNATIONAL $25.57万0.02%6,574 1,37726.5% $5.36万 加仓
CG CARLYLE GROUP INC COM $25.52万0.02%6,061 -2,279-27.3% -$9.60万 减仓
XYZ SQUARE INC $25.00万0.02%3,290 -1,730-34.5% -$13.15万 减仓
— EDAP TMS SA $25.00万0.02%48,269 48,269— $25.00万 新建仓
CPAY CORPAY INC $24.53万0.02%736 736— $24.53万 新建仓
XPO XPO LOGISTICS INC $24.37万0.02%1,187 -1,452-55.0% -$29.81万 减仓
ALLY ALLY FINANCIAL $24.34万0.02%5,297 5,297— $24.34万 新建仓
LPLA LPL FINANCIAL HOLDINGS INC $23.91万0.02%849 -319-27.3% -$8.99万 减仓
EME EMCOR GROUP INC $23.90万0.02%288 -222-43.5% -$18.42万 减仓
BA BOEING CO $23.64万0.02%1,092 -410-27.3% -$8.88万 减仓
ALSN TRANSMISSION HOLDINGS INC $23.50万0.02%2,084 -5,881-73.8% -$66.30万 减仓
LMT LOCKHEED MARTIN CORP $23.38万0.02%459 -173-27.4% -$8.81万 减仓
— OAK VALLEY BANCORP OAKDALE CA $23.27万0.02%6,897 00.0% — 不变
HRB H&R BLOCK INC $23.27万0.02%6,110 6,110— $23.27万 新建仓
ESTC ELASTIC NV $23.24万0.02%4,076 4,076— $23.24万 新建仓
TDC TERADATA CORP $23.09万0.02%6,663 -3,941-37.2% -$13.66万 减仓
ADBE ADOBE SYSTEMS INC $22.86万0.02%1,115 -1,743-61.0% -$35.73万 减仓
CASY CASEY'S GENERAL STORES INC $22.81万0.02%287 287— $22.81万 新建仓
GEV GE VERNOVA INC $22.79万0.02%194 194— $22.79万 新建仓
PCTY PAYLOCITY HOLDING CORPORATION $22.67万0.02%2,169 00.0% — 不变
LITE LUMENTUM HOLDINGS INC $22.65万0.02%264 -186-41.3% -$15.96万 减仓
DINO HF SINCLAIR CORP COM $22.56万0.02%3,239 -1,710-34.6% -$11.91万 减仓
LTC LTC PROPERTIES INC REIT $22.55万0.02%5,864 00.0% — 不变
NXST NEXSTAR BROADCASTING GROUP INC $22.47万0.02%1,258 1,258— $22.47万 新建仓
TSBK TIMBERLAND BANCORP INC $22.41万0.02%5,001 5,001— $22.41万 新建仓
CF CF INDS HLDGS INC $22.40万0.02%2,069 -2,441-54.1% -$26.43万 减仓
KMB KIMBERLY CLARK CORP $21.89万0.02%1,994 -750-27.3% -$8.23万 减仓
BCC BOISE CASCADE LLC $21.86万0.02%2,816 00.0% — 不变
DAR DARLING INTL INC $21.83万0.02%3,997 3,997— $21.83万 新建仓
ITW ILLINOIS TOOL WORKS $21.77万0.02%805 -302-27.3% -$8.17万 减仓
CRD/A CRAWFORD AND COMPANY $21.66万0.02%19,221 00.0% — 不变
PTEN PATTERSON UTI ENERGY INC. $21.60万0.02%23,533 -83,217-78.0% -$76.39万 减仓
ORLY O'REILLY AUTOMOTIVE INC $21.57万0.02%2,342 -4,694-66.7% -$43.23万 减仓
AHCO ADAPTHEALTH CORP $21.54万0.02%20,675 7,39055.6% $7.70万 加仓
— ARMANINO FOODS OF DISTINCTION $21.54万0.02%20,811 00.0% — 不变
EXPE EXPEDIA INC $21.19万0.02%828 -3,593-81.3% -$91.94万 减仓
CNX CNX RESOURCES CORPORATION $20.90万0.02%6,160 00.0% — 不变
ITRN ITURAN LOCATION AND CONTROL LT $20.74万0.02%3,399 -2,308-40.4% -$14.08万 减仓
ZD ZIFF DAVIS INC $20.73万0.02%3,958 -4,764-54.6% -$24.95万 减仓
— RAPID MICRO BIOSYSTEMS INC $20.68万0.02%119,534 -155,390-56.5% -$26.88万 减仓
ASYS AMTECH SYS INC $20.54万0.02%8,898 8,898— $20.54万 新建仓
TNC TENNANT CO $20.42万0.02%2,333 -8,834-79.1% -$77.33万 重新持有
ISTR INVESTAR HOLDING CORPORATION $20.41万0.02%6,814 -17,186-71.6% -$51.49万 减仓
PLD PROLOGIS INC $20.16万0.02%1,488 -1,847-55.4% -$25.02万 减仓
RLGT RADIANT LOGISTICS INC $19.47万0.02%20,577 00.0% — 不变
NPKI NPK INTERNATIONAL INC COM SHS $17.89万0.01%11,243 00.0% — 不变
DV DOUBLEVERIFY HLDGS INC COM $17.67万0.01%16,302 16,302— $17.67万 新建仓
WNEB WESTERN NEW ENGLAND BANCORP IN $16.70万0.01%11,679 8507.8% $1.22万 加仓
VMD VIEMED HEALTHCARE INC $16.54万0.01%14,508 14,508— $16.54万 新建仓
DOLE DOLE PLC $16.14万0.01%11,761 00.0% — 不变
BVS BIOVENTUS INC $16.02万0.01%16,967 -183,369-91.5% -$173.10万 减仓
INMD INMODE LTD $14.91万0.01%10,200 00.0% — 不变
VREX VAREX IMAGING CORPORATION $14.56万0.01%13,959 -86,365-86.1% -$90.08万 减仓
— BROADWIND ENERGY INC $10.77万0.01%22,289 00.0% — 不变
PRTH PRIORITY TECHNOLOGY HOLDINGS I $10.55万0.01%15,823 15,823— $10.55万 新建仓
ABEO ABEONA THERAPEUTICS INC NEW $10.40万0.01%16,830 3,65027.7% $2.26万 加仓
— AMPLITECH GROUP INC NEW $9.94万0.01%14,284 -6,391-30.9% -$4.45万 减仓
ASPN ASPEN AEROGELS INC $9.87万0.01%15,562 00.0% — 不变
ALLT ALLOT COMMUNICATIONS $9.19万0.01%10,383 -60,176-85.3% -$53.26万 减仓
— LENSAR INC $7.18万0.01%12,569 12,569— $7.18万 新建仓
JBI JANUS INTERNATIONAL GROUP INC $7.08万0.01%12,761 00.0% — 不变
— DATA I O CORP $6.91万0.01%17,550 00.0% — 不变
— COMMERCIAL VEH GROUP INC $6.51万0.01%14,089 00.0% — 不变
— TRANSACT TECHNOLOGIES $5.95万0.00%10,194 00.0% — 不变
— URANIUM ROYALTY CORP $5.76万0.00%20,722 -6,604-24.2% -$1.84万 减仓
— PRECISION OPTICS CORP INC MA $5.61万0.00%11,005 11,005— $5.61万 新建仓
— TECHTARGET INC NEW $5.31万0.00%14,737 -8,412-36.3% -$3.03万 减仓
— AMERICAN VANGUARD CORP $4.74万0.00%16,937 00.0% — 不变
— FUEL TECH INC $4.01万0.00%18,165 00.0% — 不变
— NEUROONE MED TECHNOLOGIES CORP $3.12万0.00%10,273 10,273— $3.12万 新建仓
CERS CERUS CORP $2.99万0.00%10,228 10,228— $2.99万 新建仓
— GENASYS INC $2.92万0.00%17,172 00.0% — 不变
OABI OMNIAB INC $2.68万0.00%10,913 -17,283-61.3% -$4.25万 减仓
— COMTECH TELECOMMUNICATIONS $2.17万0.00%10,344 10,344— $2.17万 新建仓
— OCEAN POWER TECHNOLOGIES INC N $1.26万0.00%48,257 00.0% — 不变
TRIP TRIPADVISOR INC $00.00%0 -363,230-100.0% -$387.20万 清仓
PKG PACKAGING CORP AMER $00.00%0 -17,000-100.0% -$360.77万 清仓
SWK STANLEY BLACK AND DECKER INC $00.00%0 -48,800-100.0% -$346.77万 清仓
EMBJ EMBRAER SA $00.00%0 -51,373-100.0% -$304.85万 清仓
NOMD NOMAD FOODS LIMITED $00.00%0 -271,615-100.0% -$261.02万 清仓
BE BLOOM ENERGY CORP $00.00%0 -19,047-100.0% -$258.07万 清仓
FIVE FIVE BELOW INC $00.00%0 -11,185-100.0% -$255.55万 清仓
— APOGEE THERAPEUTICS INC $00.00%0 -29,968-100.0% -$252.24万 清仓
PBH PRESTIGE BRANDS HOLDINGS INC $00.00%0 -40,644-100.0% -$240.90万 清仓
GSAT GLOBALSTAR INC NEW $00.00%0 -34,657-100.0% -$230.19万 清仓
BELFB BEL FUSE INC CL B $00.00%0 -11,514-100.0% -$227.95万 清仓
— NUVALENT INC COM $00.00%0 -21,500-100.0% -$220.27万 清仓
ICE INTERCONTINENTALEXCHANGE INC $00.00%0 -11,746-100.0% -$184.74万 清仓
KRMN KARMAN HOLDINGS INC COMMON STO $00.00%0 -22,240-100.0% -$178.03万 清仓
RKLB ROCKET LAB CORP $00.00%0 -26,545-100.0% -$170.47万 清仓
KVYO KLAVIYO INC SER A $00.00%0 -84,785-100.0% -$164.99万 清仓
CRDO CREDO TECHNOLOGY GROUP HOLDING $00.00%0 -16,658-100.0% -$156.37万 清仓
WAY WAYSTAR HOLDING CORP $00.00%0 -62,650-100.0% -$151.05万 清仓
IONS IONIS PHARMACEUTICALS INC $00.00%0 -19,840-100.0% -$148.98万 清仓
ALG ALAMO GROUP $00.00%0 -8,734-100.0% -$144.08万 清仓
EYE NATIONAL VISION HOLDINGS INC $00.00%0 -54,400-100.0% -$140.90万 清仓
MKSI MKS INC. COM $00.00%0 -5,605-100.0% -$128.81万 清仓