小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 73
减持 5
清仓 72
方向
标的
Δ市值
现股数(环比)
清仓
AVGO
BROADCOM INC
-$7.4M
0
-100%
建仓
—
BROADCOM INC
+$7.1M
8,508
清仓
NVDA
NVIDIA CORP
-$7.0M
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
—
IES HOLDINGS INC
+$6.3M
95,510
清仓
—
CHASE CORP
-$6.0M
0
-100%
清仓
IESC
IES HOLDINGS INC
-$5.4M
0
-100%
清仓
MRK
MERCK CO INC
-$5.4M
0
-100%
清仓
V
VISA INC
-$5.3M
0
-100%
建仓
—
VISA INC
+$5.2M
22,582
建仓
—
ALPHABET INC CLASS A
+$5.2M
39,555
建仓
—
CHASE CORP
+$5.1M
40,312
清仓
AGYS
AGILYSYS INC
-$5.0M
0
-100%
建仓
—
AGILYSYS INC
+$4.9M
74,665
建仓
—
MERCK CO INC
+$4.9M
47,574
清仓
GOOGL
ALPHABET INC CLASS A
-$4.8M
0
-100%
建仓
—
CISCO SYSTEMS INC
+$4.7M
87,751
建仓
—
REGENERON PHARMACEUTICALS INC
+$4.5M
5,495
清仓
CSCO
CISCO SYSTEMS INC
-$4.5M
0
-100%
清仓
ICE
INTERCONTINENTALEXCHANGE INC
-$4.4M
0
-100%
建仓
—
INTERCONTINENTALEXCHANGE INC
+$4.3M
39,415
建仓
—
LSI INDS INC
+$4.3M
272,977
建仓
—
NVIDIA CORP
+$4.3M
9,810
建仓
—
AERSALE CORPORATION COM
+$4.2M
283,768
清仓
—
NOMAD FOODS LIMITED
-$4.2M
0
-100%
建仓
—
TRANSMISSION HOLDINGS INC
+$4.2M
70,522
清仓
ASLE
AERSALE CORPORATION COM
-$4.1M
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORPORAT
-$4.0M
0
-100%
清仓
ALSN
TRANSMISSION HOLDINGS INC
-$4.0M
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS INC
-$3.9M
0
-100%
清仓
FSV
FIRSTSERVICE CORPORATION
-$3.9M
0
-100%
建仓
BGC
BGC GROUP INC CL A
+$3.9M
743,851
清仓
—
AVID BIOSERVICES INC
-$3.9M
0
-100%
建仓
—
FIRSTSERVICE CORPORATION
+$3.7M
25,555
建仓
—
NOMAD FOODS LIMITED
+$3.6M
239,335
建仓
—
CONOCOPHILLIPS
+$3.6M
30,327
减持
MLI
MUELLER INDUSTRIES INC
-$3.6M
34,799
-51%
清仓
—
BGC PARTNERS INC CL A
-$3.3M
0
-100%
清仓
—
LUXFER HOLDINGS PLC
-$3.2M
0
-100%
清仓
TMDX
TRANSMEDICS GROUP INC
-$3.1M
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$3.1M
0
-100%
清仓
COP
CONOCOPHILLIPS
-$3.1M
0
-100%
建仓
—
JPMORGAN CHASE & CO
+$3.1M
21,465
清仓
—
LIBERTY SIRIUSXM GROUP TRACKIN
-$3.0M
0
-100%
清仓
ATEC
ALPHATEC HOLDINGS INC
-$3.0M
0
-100%
清仓
NTAP
NETAPP INC
-$3.0M
0
-100%
建仓
—
NETAPP INC
+$3.0M
39,162
清仓
ELF
E.L.F. BEAUTY INC
-$3.0M
0
-100%
建仓
—
GOLDMAN SACHS GROUP INC
+$2.9M
8,986
清仓
GS
GOLDMAN SACHS GROUP INC
-$2.9M
0
-100%
建仓
—
UNITEDHEALTH GROUP INC
+$2.9M
5,730
清仓
NFLX
NETFLIX COM INC
-$2.8M
0
-100%
建仓
—
MASTERCARD INC CLASS A
+$2.8M
6,961
建仓
—
COMCAST CORP CLASS A
+$2.7M
61,611
建仓
—
EVERCORE PARTNERS INC CL A
+$2.7M
19,811
清仓
DRS
LEONARDO DRS INC COM
-$2.7M
0
-100%
清仓
MA
MASTERCARD INC CLASS A
-$2.7M
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$2.7M
0
-100%
清仓
STGW
STAGWELL INC COM CL A
-$2.6M
0
-100%
清仓
EVR
EVERCORE PARTNERS INC CL A
-$2.5M
0
-100%
清仓
CMCSA
COMCAST CORP CLASS A
-$2.5M
0
-100%
建仓
—
TRIUMPH BANCORP INC
+$2.5M
38,674
清仓
ISRG
INTUITIVE SURGICAL INC
-$2.4M
0
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$2.4M
0
-100%
建仓
—
NETFLIX COM INC
+$2.4M
6,261
建仓
—
FEDEX CORP
+$2.4M
8,924
清仓
—
SEMLER SCIENTIFIC INC
-$2.3M
0
-100%
建仓
—
LIBERTY MEDIA CORP DEL COM LBT
+$2.3M
91,668
建仓
—
E.L.F. BEAUTY INC
+$2.3M
20,687
清仓
CELH
CELSIUS HOLDINGS INC
-$2.3M
0
-100%
建仓
—
LUXFER HOLDINGS PLC
+$2.2M
170,720
清仓
FDX
FEDEX CORP
-$2.2M
0
-100%
建仓
—
STAGWELL INC COM CL A
+$2.2M
469,290
建仓
—
CHAMPIONX CORP
+$2.2M
61,099
清仓
AEHR
AEHR TEST SYSTEMS
-$2.2M
0
-100%
清仓
FLNC
FLUENCE ENERGY INC COM CL A
-$2.1M
0
-100%
建仓
—
CHECKPOINT SOFTWARE TECH
+$2.1M
15,983
清仓
EME
EMCOR GROUP INC
-$2.1M
0
-100%
清仓
TKR
TIMKEN CO
-$2.1M
0
-100%
建仓
—
LEONARDO DRS INC COM
+$2.1M
126,734
建仓
—
SKYWORKS SOLUTIONS INC
+$2.1M
21,460
建仓
—
JANUS INTERNATIONAL GROUP INC
+$2.1M
196,549
建仓
—
INTUITIVE SURGICAL INC
+$2.1M
7,098
建仓
—
AVID BIOSERVICES INC
+$2.1M
219,672
清仓
—
PHYSICIANS REALTY TRUST
-$2.0M
0
-100%
建仓
—
ENCORE WIRE CORP
+$2.0M
11,142
建仓
—
MEDPACE HOLDINGS INC
+$2.0M
8,383
清仓
—
CHECKPOINT SOFTWARE TECH
-$2.0M
0
-100%
清仓
KTOS
KRATOS DEFENSE & SECURITY SOLU
-$2.0M
0
-100%
建仓
—
EOG RESOURCES INC
+$2.0M
15,662
清仓
BHE
BENCHMARK ELECTRONICS INC
-$2.0M
0
-100%
建仓
—
COSTCO WHOLESALE CORP
+$2.0M
3,503
建仓
—
MERCADOLIBRE INC
+$2.0M
1,560
清仓
TMHC
TAYLOR MORRISON HOME CORPORATI
-$2.0M
0
-100%
清仓
ENSG
ENSIGN GROUP INC
-$2.0M
0
-100%
清仓
—
HERITAGE CRYSTAL CLEAN INC
-$1.9M
0
-100%
建仓
—
TETRA TECHNOLOGIES INC
+$1.9M
296,452
清仓
COST
COSTCO WHOLESALE CORP
-$1.9M
0
-100%
清仓
—
PREMIER INC
-$1.9M
0
-100%
建仓
—
ACUITY BRANDS INC
+$1.8M
10,838
建仓
—
PJT PARTNERS INC
+$1.8M
23,209
清仓
COF
CAPITAL ONE FINL CORP
-$1.8M
0
-100%
建仓
—
AEHR TEST SYSTEMS
+$1.8M
40,044
建仓
—
ENSIGN GROUP INC
+$1.8M
19,676
建仓
—
SPIRE INC
+$1.8M
32,192
建仓
—
M & T BK CORP
+$1.8M
14,222
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$1.8M
0
-100%
建仓
—
TEGNA INC
+$1.8M
122,838
建仓
—
RAYTHEON TECHNOLOGIES CORPORAT
+$1.8M
24,782
清仓
MEDP
MEDPACE HOLDINGS INC
-$1.8M
0
-100%
清仓
EOG
EOG RESOURCES INC
-$1.8M
0
-100%
清仓
AYI
ACUITY BRANDS INC
-$1.8M
0
-100%
清仓
MTB
M & T BK CORP
-$1.8M
0
-100%
建仓
—
KRATOS DEFENSE & SECURITY SOLU
+$1.7M
115,957
减持
KRUS
KURA SUSHI USA INC
-$1.7M
10,788
-59%
建仓
CW
CURTISS WRIGHT CORP
+$1.7M
8,799
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$1.7M
0
-100%
清仓
—
CHAMPIONX CORP
-$1.7M
0
-100%
建仓
—
WEATHERFORD INTL PLC ORD SHS
+$1.7M
18,702
清仓
SXT
SENSIENT TECHNOLOGIES CORP
-$1.7M
0
-100%
减持
AAPL
APPLE INC
-$1.7M
58,413
-3%
清仓
TTEK
TETRA TECH INC
-$1.6M
0
-100%
建仓
—
CELSIUS HOLDINGS INC
+$1.6M
9,565
清仓
IRDM
IRIDIUM COMMUNICATIONS
-$1.6M
0
-100%
清仓
MED
MEDIFAST INC
-$1.6M
0
-100%
建仓
—
PRESTIGE BRANDS HOLDINGS INC
+$1.6M
28,525
建仓
—
ALPHATEC HOLDINGS INC
+$1.6M
125,603
建仓
—
CAPITAL ONE FINL CORP
+$1.6M
16,773
建仓
—
PHYSICIANS REALTY TRUST
+$1.6M
133,337
建仓
SLGN
SILGAN HOLDINGS INC
+$1.6M
37,201
建仓
—
DIAMOND HILL INVESTMENT GROUP
+$1.6M
9,404
建仓
—
PAYMENTUS HOLDINGS INC COM CL
+$1.6M
95,382
建仓
—
BWX TECHNOLOGIES INC
+$1.6M
21,081
清仓
SR
SPIRE INC
-$1.5M
0
-100%
清仓
NOVT
NOVANTA INC
-$1.5M
0
-100%
清仓
STKL
SUNOPTA INC
-$1.5M
0
-100%
清仓
—
DIAMOND HILL INVESTMENT GROUP
-$1.5M
0
-100%
建仓
—
SITEONE LANDSCAPE SUPPLY INC
+$1.5M
9,203
清仓
MELI
MERCADOLIBRE INC
-$1.5M
0
-100%
减持
DGII
DIGI INTERNATIONAL INC
-$1.5M
25,480
-54%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.5M
5,526
-36%
清仓
—
SPOTIFY TECHNOLOGY SA
-$1.5M
0
-100%
建仓
—
WENDYS COMPANY
+$1.5M
72,765
建仓
—
NEXTGEN HEALTHCARE INC
+$1.5M
62,359
建仓
—
TETRA TECH INC
+$1.5M
9,653
建仓
—
FASTLY INC
+$1.5M
76,248
建仓
—
INARI MEDICAL INC
+$1.5M
22,338
清仓
PJT
PJT PARTNERS INC
-$1.5M
0
-100%
建仓
—
ARLO TECHNOLOGIES INC
+$1.5M
140,813
清仓
HCI
HCI GROUP INC
-$1.4M
0
-100%
建仓
—
FRESH DEL MONTE PRODUCE INC
+$1.4M
55,835