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 |
|---|---|---|---|---|---|---|---|---|
| AGX | ARGAN INC | $2,376.17万 | 1.97% | 29,756 | -3,361 | -10.1% | -$268.39万 | 减仓 |
| SNEX | STONEX GROUP INC | $1,605.20万 | 1.33% | 135,460 | -32,844 | -19.5% | -$389.20万 | 减仓 |
| IESC | IES HOLDINGS INC | $1,565.27万 | 1.30% | 21,306 | -6,150 | -22.4% | -$451.82万 | 减仓 |
| AGYS | AGILYSYS INC | $1,474.08万 | 1.22% | 141,060 | 55,185 | 64.3% | $576.68万 | 加仓 |
| VSEC | VSE CORP | $1,327.13万 | 1.10% | 58,080 | -3,648 | -5.9% | -$83.36万 | 减仓 |
| AVGO | BROADCOM INC | $1,176.69万 | 0.98% | 31,150 | -17,286 | -35.7% | -$652.98万 | 减仓 |
| NVDA | NVIDIA CORP | $1,100.58万 | 0.91% | 55,004 | -23,855 | -30.3% | -$477.31万 | 减仓 |
| LYTS | LSI INDS INC | $1,051.51万 | 0.87% | 395,601 | 2,689 | 0.7% | $7.15万 | 加仓 |
| AAPL | APPLE INC | $1,043.90万 | 0.87% | 36,076 | -23,152 | -39.1% | -$669.93万 | 减仓 |
| TFIN | TRIUMPH BANCORP INC | $1,012.74万 | 0.84% | 132,714 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC | $935.94万 | 0.78% | 35,301 | -420 | -1.2% | -$11.14万 | 减仓 |
| LINC | LINCOLN EDUCATIONAL SERVICES | $913.54万 | 0.76% | 183,074 | 9,516 | 5.5% | $47.48万 | 加仓 |
| BGC | BGC GROUP INC CL A | $906.50万 | 0.75% | 847,985 | 3,257 | 0.4% | $3.48万 | 加仓 |
| MOD | MODINE MANUFACTURING CO | $897.99万 | 0.74% | 33,630 | -1,594 | -4.5% | -$42.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $777.60万 | 0.64% | 20,846 | -263 | -1.2% | -$9.81万 | 减仓 |
| NBBK | NB BANCORP INC | $773.55万 | 0.64% | 366,090 | 90,020 | 32.6% | $190.21万 | 加仓 |
| GOOGL | ALPHABET INC CLASS A | $767.27万 | 0.64% | 21,470 | -11,334 | -34.6% | -$405.04万 | 减仓 |
| WINA | WINMARK CORP | $758.37万 | 0.63% | 17,925 | 3,010 | 20.2% | $127.35万 | 加仓 |
| ODC | OIL DRI CORP OF AMERICA | $750.82万 | 0.62% | 73,459 | 2,947 | 4.2% | $30.12万 | 加仓 |
| PLUS | EPLUS INC | $719.56万 | 0.60% | 86,455 | -7,946 | -8.4% | -$66.13万 | 减仓 |
| FSV | FIRSTSERVICE CORPORATION | $709.34万 | 0.59% | 49,915 | 23,220 | 87.0% | $329.98万 | 加仓 |
| GHM | GRAHAM CORP | $696.97万 | 0.58% | 56,303 | 11,278 | 25.0% | $139.61万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC COM | $685.00万 | 0.57% | 58,512 | 16,749 | 40.1% | $196.08万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $677.59万 | 0.56% | 74,674 | 14,048 | 23.2% | $127.47万 | 加仓 |
| COHU | COHU INC | $675.89万 | 0.56% | 91,448 | -14,128 | -13.4% | -$104.42万 | 减仓 |
| STRL | STERLING CONSTRUCTION CO | $648.07万 | 0.54% | 7,721 | -13,981 | -64.4% | -$1,173.51万 | 减仓 |
| DJCO | DAILY JOURNAL CORP | $642.01万 | 0.53% | 10,679 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $627.91万 | 0.52% | 38,796 | 1,944 | 5.3% | $31.46万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $618.81万 | 0.51% | 33,042 | -4,352 | -11.6% | -$81.50万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $609.39万 | 0.50% | 31,307 | 768 | 2.5% | $14.95万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY | $607.40万 | 0.50% | 9,847 | -2,405 | -19.6% | -$148.35万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $594.87万 | 0.49% | 41,719 | 2,808 | 7.2% | $40.04万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES CORPO | $586.53万 | 0.49% | 273,441 | 121,102 | 79.5% | $259.76万 | 加仓 |
| ECVT | ECOVYST INC | $585.36万 | 0.49% | 470,171 | 470,171 | — | $585.36万 | 新建仓 |
| KNSA | KINIKSA PHARMACEUTICALS LTD C | $558.26万 | 0.46% | 87,297 | 16,492 | 23.3% | $105.47万 | 加仓 |
| YETI | YETI HOLDINGS INC | $536.90万 | 0.44% | 108,333 | 69,304 | 177.6% | $343.47万 | 加仓 |
| OUST | OUSTER INC NEW | $530.82万 | 0.44% | 84,904 | 27,081 | 46.8% | $169.31万 | 加仓 |
| AMZN | AMAZON.COM INC | $530.14万 | 0.44% | 22,243 | -16,393 | -42.4% | -$390.71万 | 减仓 |
| XMTR | XOMETRY INC CLASS A COM | $529.52万 | 0.44% | 54,861 | 30,806 | 128.1% | $297.34万 | 重新持有 |
| IIIV | I3 VERTICALS INC | $528.43万 | 0.44% | 247,394 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $515.31万 | 0.43% | 33,689 | -4,923 | -12.7% | -$75.30万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $498.98万 | 0.41% | 87,833 | 23,723 | 37.0% | $134.77万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $492.12万 | 0.41% | 15,569 | -6,809 | -30.4% | -$215.23万 | 减仓 |
| TSLA | TESLA MOTORS INC. | $483.27万 | 0.40% | 11,490 | -4,867 | -29.8% | -$204.71万 | 减仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $482.45万 | 0.40% | 207,864 | 0 | 0.0% | — | 不变 |
| NYAX | NAYAX LTD | $481.94万 | 0.40% | 73,567 | 17,000 | 30.1% | $111.37万 | 加仓 |
| CALY | CALLAWAY GOLF COMPANY | $481.16万 | 0.40% | 256,071 | 99,529 | 63.6% | $187.01万 | 加仓 |
| POWL | POWELL INDS INC | $468.89万 | 0.39% | 16,374 | 996 | 6.5% | $28.52万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC | $456.35万 | 0.38% | 18,644 | 3,106 | 20.0% | $76.03万 | 加仓 |
| AIP | ARTERIS INC | $455.19万 | 0.38% | 93,679 | 2,675 | 2.9% | $13.00万 | 加仓 |
| BBY | BEST BUY CO INC | $454.51万 | 0.38% | 59,898 | 1,243 | 2.1% | $9.43万 | 加仓 |
| CWCO | CONSOLIDATED WATER CO LTD SHS | $443.49万 | 0.37% | 150,335 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO CL A | $442.20万 | 0.37% | 25,556 | 6,985 | 37.6% | $120.86万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $431.79万 | 0.36% | 36,761 | -21,593 | -37.0% | -$253.63万 | 减仓 |
| MELI | MERCADOLIBRE INC | $427.23万 | 0.35% | 2,517 | -133 | -5.0% | -$22.58万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $427.13万 | 0.35% | 74,128 | -6,842 | -8.5% | -$39.42万 | 减仓 |
| LIND | LINDBLAD EXPEDITIONS HOLDINGS | $426.59万 | 0.35% | 151,059 | 115,547 | 325.4% | $326.30万 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $424.95万 | 0.35% | 97,443 | 75,888 | 352.1% | $330.95万 | 加仓 |
| AMGN | AMGEN INC | $421.15万 | 0.35% | 11,630 | 1,151 | 11.0% | $41.68万 | 加仓 |
| HD | HOME DEPOT INC | $420.04万 | 0.35% | 11,910 | -90 | -0.8% | -$3.17万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $415.08万 | 0.34% | 72,847 | -6,625 | -8.3% | -$37.75万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SERVICES I | $414.95万 | 0.34% | 59,500 | 3,320 | 5.9% | $23.15万 | 加仓 |
| C | CITIGROUP INC | $413.64万 | 0.34% | 29,554 | -8,425 | -22.2% | -$117.92万 | 减仓 |
| HNGE | HINGE HEALTH INC CL A | $408.07万 | 0.34% | 49,165 | 30,720 | 166.5% | $254.98万 | 加仓 |
| ADI | ANALOG DEVICES INC | $405.31万 | 0.34% | 10,205 | -9,560 | -48.4% | -$379.69万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $395.81万 | 0.33% | 15,186 | -1,985 | -11.6% | -$51.74万 | 减仓 |
| MRK | MERCK CO INC | $395.78万 | 0.33% | 30,800 | -3,124 | -9.2% | -$40.14万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $395.15万 | 0.33% | 5,178 | -4,168 | -44.6% | -$318.08万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $395.14万 | 0.33% | 4,224 | -575 | -12.0% | -$53.79万 | 减仓 |
| FORM | FORMFACTOR INC | $391.12万 | 0.32% | 24,456 | 16,446 | 205.3% | $263.02万 | 加仓 |
| NFLX | NETFLIX COM INC | $387.42万 | 0.32% | 54,260 | -16,017 | -22.8% | -$114.36万 | 减仓 |
| KO | COCA COLA CO | $381.70万 | 0.32% | 46,967 | -5,886 | -11.1% | -$47.84万 | 减仓 |
| TGT | TARGET CORP | $380.60万 | 0.32% | 29,140 | -1,960 | -6.3% | -$25.60万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINE | $379.63万 | 0.31% | 13,500 | -1,600 | -10.6% | -$44.99万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $376.56万 | 0.31% | 11,504 | -4,061 | -26.1% | -$132.93万 | 减仓 |
| SKT | TANGER FACTORY OUTLET CENTER R | $374.58万 | 0.31% | 94,903 | 21,743 | 29.7% | $85.82万 | 加仓 |
| KEY | KEYCORP NEW | $373.32万 | 0.31% | 161,959 | -23,041 | -12.5% | -$53.11万 | 减仓 |
| MXL | MAXLINEAR INC | $372.32万 | 0.31% | 29,081 | -47,673 | -62.1% | -$610.36万 | 重新持有 |
| ONTO | ONTO INNOVATION INC | $371.34万 | 0.31% | 9,812 | -6,613 | -40.3% | -$250.27万 | 减仓 |
| UPS | UNITED PARCEL SERVICE CL B | $371.01万 | 0.31% | 34,513 | -2,487 | -6.7% | -$26.74万 | 减仓 |
| ES | EVERSOURCE ENERGY | $370.95万 | 0.31% | 51,329 | -3,671 | -6.7% | -$26.53万 | 减仓 |
| DIOD | DIODES INC | $370.84万 | 0.31% | 33,885 | 5,507 | 19.4% | $60.27万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $369.57万 | 0.31% | 97,000 | 97,000 | — | $369.57万 | 新建仓 |
| ECG | EVERUS CONTRUCTION GROUP | $366.90万 | 0.30% | 22,109 | 10,125 | 84.5% | $168.02万 | 加仓 |
| OKE | ONEOK INC | $363.53万 | 0.30% | 41,814 | -1,186 | -2.8% | -$10.31万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $361.94万 | 0.30% | 85,485 | -336 | -0.4% | -$1.42万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $360.84万 | 0.30% | 183,356 | 113,763 | 163.5% | $223.89万 | 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 |
| PVLA | PALVELLA THERAPEUTICS INC | $358.97万 | 0.30% | 23,490 | 7,467 | 46.6% | $114.11万 | 加仓 |
| LEN | LENNAR CORP CL A | $358.61万 | 0.30% | 39,630 | 1,630 | 4.3% | $14.75万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $358.44万 | 0.30% | 71,948 | -6,882 | -8.7% | -$34.29万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $358.11万 | 0.30% | 41,186 | 32,470 | 372.5% | $282.33万 | 加仓 |
| DRS | LEONARDO DRS INC COM | $356.50万 | 0.30% | 83,547 | 2,385 | 2.9% | $10.18万 | 加仓 |
| TFII | TFI INTERNATIONAL INC | $355.84万 | 0.29% | 24,785 | 549 | 2.3% | $7.88万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $354.84万 | 0.29% | 12,211 | 2,211 | 22.1% | $64.25万 | 加仓 |
| OMC | OMNICOM GROUP | $354.62万 | 0.29% | 48,691 | -6,514 | -11.8% | -$47.44万 | 减仓 |
| OFRM | ONCE UPON A FARM PBC | $349.90万 | 0.29% | 170,852 | 129,707 | 315.2% | $265.64万 | 加仓 |
| PFE | PFIZER INC | $349.69万 | 0.29% | 145,221 | 439 | 0.3% | $1.06万 | 加仓 |
| HCSG | HEALTHCARE SERVICES GROUP | $345.02万 | 0.29% | 140,479 | 12,519 | 9.8% | $30.75万 | 加仓 |
| MCD | MCDONALD S CORP | $339.75万 | 0.28% | 12,569 | 1,269 | 11.2% | $34.30万 | 加仓 |