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Legato Capital Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Legato Capital Management LLC
报告期 2026-03-31 · CIK 0001442641
持仓数
726
前50大市值合计
$350.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 81
增持 1
减持 5
清仓 63
方向
标的
Δ市值
现股数(环比)
清仓
—
TELEPERFORMANCE
-$10.1M
0
-100%
建仓
AVGO
BROADCOM INC
+$6.0M
10,770
清仓
—
SINGAPORE EXCHANGE LTD
-$5.7M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
HON
HONEYWELL INTERNATIONAL INC
+$5.6M
26,234
清仓
—
SECOM CO LTD
-$5.3M
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$5.2M
31,671
清仓
ASLE
AERSALE CORPORATION COM
-$5.0M
0
-100%
清仓
UFPT
UFP TECHNOLOGIES INC
-$4.8M
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$4.7M
8,606
清仓
—
TECHNOPRO HOLDINGS INC
-$4.7M
0
-100%
建仓
SYK
STRYKER CORP
+$4.6M
18,990
清仓
KO
COCA COLA CO
-$4.5M
0
-100%
建仓
V
VISA INC
+$4.5M
21,684
清仓
—
ASR NEDERLAND NV
-$4.4M
0
-100%
清仓
—
DCC PLC
-$4.4M
0
-100%
清仓
—
SONIC HEALTHCARE LTD
-$4.4M
0
-100%
清仓
MLI
MUELLER INDUSTRIES INC
-$4.2M
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$4.2M
15,849
减持
SNEX
STONEX GROUP INC
-$4.2M
5,013
-91%
建仓
RTX
RAYTHEON TECHNOLOGIES CORPORAT
+$4.1M
40,872
清仓
—
CHASE CORP
-$4.1M
0
-100%
清仓
AGYS
AGILYSYS INC
-$4.0M
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS INC
+$4.0M
5,495
增持
AAPL
APPLE INC
+$3.9M
79,003
+71%
建仓
ALSN
TRANSMISSION HOLDINGS INC
+$3.8M
90,989
建仓
—
AMERICAN TOWER CORP REIT
+$3.8M
17,725
清仓
—
STERIS PLC
-$3.8M
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR
-$3.7M
0
-100%
清仓
—
NESTLE SA
-$3.7M
0
-100%
建仓
KLAC
KLA TENCOR CORPORATION
+$3.6M
9,610
建仓
CSCO
CISCO SYSTEMS INC
+$3.6M
75,983
减持
—
AVID BIOSERVICES INC
-$3.6M
57,520
-75%
建仓
COP
CONOCOPHILLIPS
+$3.5M
30,063
清仓
—
MENICON CO LTD
-$3.5M
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$3.5M
19,815
建仓
UNH
UNITEDHEALTH GROUP INC
+$3.5M
6,596
建仓
LOW
LOWE S COS INC
+$3.5M
17,492
清仓
—
NETCOMPANY GROUP A/S
-$3.5M
0
-100%
清仓
—
HELIOS TOWERS PLC
-$3.4M
0
-100%
清仓
—
BANDAI NAMCO HOLDINGS INC
-$3.4M
0
-100%
清仓
NICE
NICE SYSTEMS LTD SPONS ADR
-$3.4M
0
-100%
建仓
WMT
WAL-MART STORES INC
+$3.4M
23,844
清仓
—
LEGAL & GENERAL GP ORD
-$3.2M
0
-100%
清仓
—
KERRY LOGISTICS NETWORK LTD
-$3.1M
0
-100%
清仓
PLUS
EPLUS INC
-$3.1M
0
-100%
建仓
LSTR
LANDSTAR SYS INC
+$3.1M
19,195
建仓
MRK
MERCK CO INC
+$3.1M
27,827
建仓
GS
GOLDMAN SACHS GROUP INC
+$3.1M
8,986
清仓
BBCP
CONCRETE PUMPING HOLDINGS INC
-$3.1M
0
-100%
建仓
ICE
INTERCONTINENTALEXCHANGE INC
+$3.1M
29,757
清仓
—
THALES SA
-$3.0M
0
-100%
减持
WINA
WINMARK CORP
-$3.0M
938
-94%
建仓
BRK/B
BERKSHIRE HATHAWAY INC CL B
+$3.0M
9,749
清仓
FSV
FIRSTSERVICE CORPORATION
-$3.0M
0
-100%
建仓
TXN
TEXAS INSTRUMENTS INC
+$3.0M
18,108
清仓
—
SATS LTD NPV
-$3.0M
0
-100%
建仓
NVDA
NVIDIA CORP
+$3.0M
20,430
建仓
—
LIBERTY SIRIUSXM GROUP TRACKIN
+$3.0M
75,395
建仓
GOOGL
ALPHABET INC CLASS A
+$2.9M
33,320
建仓
MA
MASTERCARD INC CLASS A
+$2.9M
8,444
建仓
CVS
CVS CAREMARK CORP
+$2.9M
31,392
建仓
PRGS
PROGRESS SOFTWARE CORP
+$2.9M
57,800
建仓
JPM
JPMORGAN CHASE & CO
+$2.9M
21,465
清仓
SHO
SUNSTONE HOTEL INVESTORS INC R
-$2.9M
0
-100%
清仓
—
VINCI SA
-$2.8M
0
-100%
清仓
SIGA
SIGA TECHNOLOGIES INC
-$2.8M
0
-100%
清仓
HCKT
HACKETT GROUP INC
-$2.8M
0
-100%
建仓
ELV
ANTHEM INC
+$2.8M
5,427
减持
QCOM
QUALCOMM INC
-$2.8M
7,671
-76%
清仓
—
SHIN ETSU CHEMICAL CO LTD
-$2.8M
0
-100%
清仓
LEA
LEAR CORP
-$2.7M
0
-100%
建仓
AMGN
AMGEN INC
+$2.7M
10,448
清仓
—
NAKANISHI INC
-$2.7M
0
-100%
清仓
NRIM
NORTHRIM BANCORP INC
-$2.7M
0
-100%
清仓
—
FUTURE PLC
-$2.7M
0
-100%
清仓
—
VALMET OYJ
-$2.7M
0
-100%
建仓
—
VMWARE INC CLASS A
+$2.7M
21,644
清仓
—
NOMURA RESEARCH INSTITUTE
-$2.7M
0
-100%
建仓
—
TE CONNECTIVITY LTD
+$2.6M
22,268
清仓
IESC
IES HOLDINGS INC
-$2.5M
0
-100%
清仓
—
SEMLER SCIENTIFIC INC
-$2.5M
0
-100%
建仓
MEI
METHODE ELECTRONICS INC
+$2.5M
56,974
清仓
—
SIMPLEX HOLDINGS INC
-$2.5M
0
-100%
清仓
—
STMICROELECTRONICS NV
-$2.5M
0
-100%
清仓
—
OTSUKA HOLDINGS CO LTD
-$2.5M
0
-100%
清仓
—
LEARNING TECHNOLOGIES GROUP PL
-$2.5M
0
-100%
清仓
—
DERMAPHARM HOLDING SE
-$2.5M
0
-100%
清仓
—
ALPHAWAVE IP GROUP PLC
-$2.4M
0
-100%
建仓
DE
DEERE & CO
+$2.4M
5,607
清仓
—
NXP SEMICONDUCTORS NV
-$2.4M
0
-100%
建仓
LLY
ELI LILLY AND CO
+$2.4M
6,521
建仓
BAC
BANK OF AMERICA CORP
+$2.4M
71,276
清仓
—
NOMAD FOODS LIMITED
-$2.3M
0
-100%
清仓
—
ALFEN BEHEER BV
-$2.3M
0
-100%
建仓
BMY
BRISTOL MYERS SQUIBB CO
+$2.3M
32,254
建仓
AZO
AUTOZONE INC
+$2.3M
938
清仓
—
CVS GROUP PLC
-$2.3M
0
-100%
清仓
—
RWE AG
-$2.3M
0
-100%
建仓
WSC
WILLSCOT MOBILE MINI HOLDINGS
+$2.3M
50,568
建仓
—
TRI POINTE HOMES, INC
+$2.3M
122,646
建仓
BRC
BRADY CORPORATION CL A
+$2.3M
48,033
建仓
WFC
WELLS FARGO & CO
+$2.3M
54,661
建仓
TKR
TIMKEN CO
+$2.2M
31,783
清仓
—
HSBC HOLDINGS PLC
-$2.2M
0
-100%
建仓
SBUX
STARBUCKS CORP
+$2.2M
22,219
建仓
SMP
STANDARD MOTOR PRODS
+$2.2M
62,830
建仓
WERN
WERNER ENTERPRISES INC
+$2.2M
53,576
建仓
ROST
ROSS STORES INC
+$2.1M
18,415
建仓
COF
CAPITAL ONE FINL CORP
+$2.1M
22,830
建仓
POR
PORTLAND GENERAL ELECTRIC CO
+$2.1M
43,216
建仓
CMCSA
COMCAST CORP CLASS A
+$2.1M
60,314
清仓
—
COUNTRYSIDE PROPERTIES PLC
-$2.1M
0
-100%
建仓
HTLD
HEARTLAND EXPRESS INC
+$2.1M
136,481
清仓
—
FERROTEC HOLDINGS CORP
-$2.1M
0
-100%
清仓
—
HELLOFRESH SE
-$2.1M
0
-100%
建仓
CACI
CACI INTERNATIONAL INC CL A
+$2.1M
6,897
清仓
—
NORDIC SEMICONDUCTOR ASA
-$2.1M
0
-100%
建仓
ENSG
ENSIGN GROUP INC
+$2.1M
21,811
建仓
EME
EMCOR GROUP INC
+$2.1M
13,898
建仓
FSLR
FIRST SOLAR INC
+$2.1M
13,727
建仓
TMDX
TRANSMEDICS GROUP INC
+$2.0M
33,079
清仓
—
SMS CO LTD
-$2.0M
0
-100%
建仓
JBSS
JOHN B SANFILIPPO AND SON INC
+$2.0M
24,986
建仓
WAFD
WASHINGTON FEDERAL INC
+$2.0M
60,297
建仓
EIG
EMPLOYERS HOLDINGS INC
+$2.0M
46,867
清仓
—
ASTELLAS PHARMA INC
-$2.0M
0
-100%
建仓
C
CITIGROUP INC
+$2.0M
44,245
建仓
AMZN
AMAZON.COM INC
+$2.0M
23,819
建仓
GTY
GETTY REALTY CORP REIT
+$2.0M
58,959
建仓
PODD
INSULET CORP
+$2.0M
6,705
清仓
—
BGC PARTNERS INC CL A
-$1.9M
0
-100%
清仓
—
GVS SPA
-$1.9M
0
-100%
建仓
CAC
CAMDEN NATL CORP
+$1.9M
45,686
建仓
—
TESLA MOTORS INC.
+$1.9M
15,447
清仓
—
SOCIETE BIC SA
-$1.9M
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$1.9M
7,098
清仓
—
COMPUTACENTER PLC
-$1.9M
0
-100%
建仓
CALM
CAL MAINE FOODS INC
+$1.9M
34,409
建仓
EBAY
EBAY INC
+$1.9M
45,145
建仓
—
CHUBB LTD
+$1.9M
8,431
建仓
AMRC
AMERESCO INC
+$1.9M
32,482
建仓
HD
HOME DEPOT INC
+$1.9M
5,868
建仓
MSM
MSC INDL DIRECT INC CL A
+$1.9M
22,667
建仓
NFLX
NETFLIX COM INC
+$1.8M
6,261
减持
NTAP
NETAPP INC
-$1.8M
32,904
-47%
建仓
AWR
AMERICAN STATES WATER CO
+$1.8M
19,773
建仓
RHI
ROBERT HALF INTL INC
+$1.8M
24,606
建仓
VSH
VISHAY INTERTECHNOLOGY INC
+$1.8M
84,016
建仓
AYI
ACUITY BRANDS INC
+$1.8M
10,838
建仓
—
CUTERA INC
+$1.8M
40,422
