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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 40
增持 38
减持 27
清仓 45
方向
标的
Δ市值
现股数(环比)
清仓
—
CHASE CORP
-$5.1M
0
-100%
清仓
—
VMWARE INC CLASS A
-$3.3M
0
-100%
建仓
—
CONSOLIDATED WATER CO LTD SHS
+$2.8M
77,685
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。
清仓
MLI
MUELLER INDUSTRIES INC
-$2.6M
0
-100%
增持
—
TRIUMPH BANCORP INC
+$2.5M
61,944
+60%
建仓
—
AMDCOS LIMITED
+$2.3M
25,719
清仓
—
LUXFER HOLDINGS PLC
-$2.2M
0
-100%
清仓
—
CHAMPIONX CORP
-$2.2M
0
-100%
减持
—
BROADCOM INC
+$2.1M
8,240
-3%
建仓
SYY
SYSCO CORP
+$2.1M
28,572
增持
—
NORTHWEST NATURAL HOLDING CO
+$1.9M
55,722
+639%
增持
—
JANUS INTERNATIONAL GROUP INC
+$1.9M
304,484
+55%
清仓
—
M & T BK CORP
-$1.8M
0
-100%
增持
—
AGILYSYS INC
+$1.7M
78,265
+5%
清仓
—
PHYSICIANS REALTY TRUST
-$1.6M
0
-100%
建仓
—
ENPHASE ENERGY INC
+$1.5M
11,670
建仓
COLM
COLUMBIA SPORTSWEAR CO
+$1.5M
18,726
清仓
—
NEXTGEN HEALTHCARE INC
-$1.5M
0
-100%
清仓
—
FASTLY INC
-$1.5M
0
-100%
清仓
CASY
CASEY'S GENERAL STORES INC
-$1.4M
0
-100%
减持
BGC
BGC GROUP INC CL A
+$1.4M
742,021
-0%
建仓
—
CYTOKINETICS INC
+$1.3M
15,636
增持
—
CAPITAL ONE FINL CORP
+$1.3M
22,193
+32%
减持
—
IES HOLDINGS INC
+$1.3M
95,240
-0%
减持
PLUS
EPLUS INC
+$1.2M
77,473
-0%
清仓
—
PAYONEER GLOBAL INC COM
-$1.2M
0
-100%
增持
MMS
MAXIMUS INC
+$1.2M
23,521
+134%
增持
—
ACUITY BRANDS INC
+$1.2M
14,943
+38%
清仓
SKY
SKYLINE CORP
-$1.2M
0
-100%
增持
CVS
CVS CAREMARK CORP
+$1.2M
67,505
+13%
建仓
LEG
LEGGETT & PLATT INC
+$1.1M
42,029
清仓
—
IRIDIUM COMMUNICATIONS
-$1.1M
0
-100%
清仓
—
ATRICURE INC
-$1.1M
0
-100%
增持
MOD
MODINE MANUFACTURING CO
+$1.1M
24,317
+194%
减持
—
ARLO TECHNOLOGIES INC
-$1.1M
40,371
-71%
减持
—
EXPEDIA INC
+$1.0M
21,926
-1%
增持
—
TRANSMEDICS GROUP INC
+$1.0M
17,927
+163%
减持
AAPL
APPLE INC
+$1.0M
57,263
-2%
建仓
ROCK
GIBRALTAR INDUSTRIES INC.
+$1.0M
12,760
减持
CACI
CACI INTERNATIONAL INC CL A
-$994.7K
1,812
-64%
增持
—
LSI INDS INC
+$965.6K
376,457
+38%
减持
—
AEHR TEST SYSTEMS
-$957.9K
32,874
-18%
建仓
—
XOMETRY INC CLASS A COM
+$946.7K
26,362
增持
—
SERVICENOW INC
+$946.2K
2,625
+62%
清仓
—
BIGCOMMERCE HLDGS INC COM SER
-$931.6K
0
-100%
建仓
—
ZETA GLOBAL HOLDINGS CORP CL A
+$928.9K
105,318
减持
ACLS
AXCELIS TECHNOLOGIES INC
-$919.6K
10,533
-25%
增持
CW
CURTISS WRIGHT CORP
+$905.1K
11,789
+34%
清仓
—
TRANSOCEAN LTD
-$898.4K
0
-100%
增持
AJG
GALLAGHER ARTHUR J & CO
+$893.8K
13,495
+44%
建仓
—
LEGALZOOMCOM INC
+$889.3K
78,702
建仓
—
WINTRUST FINANCIAL CORP
+$864.9K
9,325
建仓
—
COGNYTE SOFTWARE LTD
+$864.2K
134,407
增持
—
AUDIOCODES LTD
+$858.8K
81,142
+580%
清仓
—
EVERCOMMERCE INC
-$858.7K
0
-100%
建仓
EGHT
8X8 INC
+$854.9K
226,174
增持
—
PROCEPT BIOROBOTICS CORP COM
+$846.5K
41,969
+51%
建仓
—
ARHAUS INC
+$845.7K
71,370
建仓
—
TOPBUILD CORP
+$840.2K
2,245
建仓
ONT
MONTROSE ENVIRONMENTAL GROUP I
+$823.2K
25,621
建仓
—
DYNAVAX TECHNOLOGIES
+$811.7K
58,062
清仓
—
BABCOCK & WILCOX ENTERPRISES I
-$799.9K
0
-100%
清仓
—
SOLAREDGE TECHNOLOGIES INC
-$782.2K
0
-100%
减持
—
TAYLOR MORRISON HOME CORPORATI
-$774.8K
8,210
-71%
增持
SNEX
STONEX GROUP INC
+$768.5K
85,909
+49%
清仓
—
KINSALE CAPITAL GROUP INC
-$768.2K
0
-100%
清仓
—
HEALTHEQUITY INC COM
-$765.2K
0
-100%
增持
—
ARGAN INC
+$759.5K
116,613
+13%
减持
—
EYEPOINT PHARMACEUTICALS INC
+$753.1K
59,347
-23%
减持
ASYS
AMTECH SYS INC
-$752.2K
56,824
-56%
建仓
—
PINNACLE FINANCIAL PARTNERS
+$749.2K
8,590
清仓
—
OPTION CARE HEALTH INC COM NEW
-$744.7K
0
-100%
清仓
—
AMERICAN SOFTWARE INC CL A
-$738.6K
0
-100%
清仓
—
TECHNIPFMC PLC COM
-$731.5K
0
-100%
清仓
—
ORTHOFIX MEDICAL INC
-$729.6K
0
-100%
建仓
TXRH
TEXAS ROADHOUSE INC
+$709.1K
5,801
增持
—
EVERCORE PARTNERS INC CL A
+$707.9K
20,108
+1%
增持
ADUS
ADDUS HOMESCARE CORP
+$701.0K
13,435
+109%
建仓
BILL
BILL.COM HOLDINGS INC
+$696.9K
8,542
建仓
—
AQUESTIVE THERAPEUTICS INC
+$687.9K
340,564
清仓
—
IMMUNOGEN INC
-$684.7K
0
-100%
建仓
KNF
KNIFE RIVER CORP COMMON STOCK
+$673.1K
10,170
建仓
WBS
WEBSTER FINANCIAL CORP
+$667.2K
13,145
建仓
—
OCULAR THERAPEUTIX INC
+$666.8K
149,515
增持
—
RBC BEARINGS INC
+$662.2K
6,173
+32%
增持
WERN
WERNER ENTERPRISES INC
+$654.4K
44,853
+40%
减持
—
DRIL QUIP INC
-$649.9K
46,333
-24%
增持
—
CYMABAY THERAPEUTICS INC COM
+$648.0K
40,393
+97%
清仓
CVGI
COMMERCIAL VEH GROUP INC
-$645.9K
0
-100%
减持
—
CHART INDS INC
-$641.9K
2,065
-62%
减持
KRYS
KRYSTAL BIOTECH INC
-$636.5K
5,099
-53%
建仓
—
AXONICS MODULATION TECHNOLOGIE
+$628.8K
10,105
增持
ZBRA
ZEBRA TECHNOLOGIES CORP CL A
+$621.4K
8,544
+18%
减持
—
SWEETGREEN INC COM CL A
-$621.4K
69,012
-42%
减持
—
EVOLENT HEALTH INC
-$619.0K
6,310
-79%
减持
WINA
WINMARK CORP
+$616.7K
15,395
-1%
建仓
—
VIKING THERAPEUTICS INC COM
+$611.4K
32,855
建仓
—
WAYFAIR INC
+$610.4K
9,893
清仓
—
INSULET CORP
-$606.1K
0
-100%
清仓
KEX
KIRBY CORP
-$604.4K
0
-100%
清仓
—
BROOKLINE BANCORP INC
-$600.5K
0
-100%
建仓
—
LIVERAMP HOLDINGS INC
+$599.1K
15,817
建仓
—
SL GREEN REALTY CORP
+$596.4K
13,204
清仓
ACA
ARCOSA INC
-$594.3K
0
-100%
建仓
—
SPROUT SOCIAL INC
+$592.9K
9,650
增持
—
BELLRING BRANDS INC COMMON STO
+$584.6K
18,205
+77%
增持
—
AMPHASTAR PHARMACEUTICALS INC
+$583.1K
15,217
+95%
增持
—
PRESTIGE BRANDS HOLDINGS INC
+$582.8K
36,167
+27%
清仓
—
SEMLER SCIENTIFIC INC
-$580.5K
0
-100%
减持
MTRX
MATRIX SVC CO
-$579.8K
81,354
-30%
清仓
—
ENCOMPASS HEALTH CORPORATION
-$577.9K
0
-100%
清仓
—
VUZIX CORPORATION
-$567.4K
0
-100%
增持
—
INTRA CELLULAR THERAPIES INC
+$562.0K
11,462
+131%
增持
FSS
FEDERAL SIGNAL CORP
+$560.9K
13,924
+64%
减持
—
ROIVANT SCIENCES LTD SHS
-$554.3K
18,000
-72%
清仓
—
LEGEND BIOTECH CORP SPONSORED
-$552.3K
0
-100%
建仓
—
FRONTDOOR
+$549.9K
15,614
清仓
—
TENABLE HLDGS INC COM
-$549.9K
0
-100%
建仓
—
CORE & MAIN INC CL A
+$548.4K
13,570
清仓
—
TRI POINTE HOMES, INC
-$545.9K
0
-100%
建仓
—
LIFETIME BRANDS INC
+$541.9K
80,757
建仓
—
BRAINSWAY LTD
+$541.9K
83,619
清仓
—
NEXTERA ENERGY INC
-$540.2K
0
-100%
增持
ANF
ABERCROMBIE & FITCH CO CL A
+$539.8K
13,739
+15%
建仓
PI
IMPINJ INC EAM INVESTORS LLC N
+$539.3K
5,990
增持
—
NUTANIX INC
+$530.8K
17,530
+100%
清仓
—
BOX INC
-$522.0K
0
-100%
建仓
INOD
INNODATA ISOGEN INC
+$520.1K
63,899
增持
—
BWX TECHNOLOGIES INC
+$519.2K
27,367
+30%
建仓
—
COVENANT TRANPORTATION GROUP I
+$509.5K
11,067
清仓
—
POWERSCHOOL HOLDINGS INC COM C
-$508.7K
0
-100%
增持
—
SPARTAN STORES INC
+$506.8K
46,874
+81%
增持
—
SENTINELONE INC CL A
+$505.2K
27,976
+80%
减持
—
PJT PARTNERS INC
+$500.0K
23,007
-1%
减持
HAE
HAEMONETICS CORP
-$497.1K
3,708
-59%
建仓
—
PLANET FITNESS INC
+$496.8K
6,805
清仓
—
CROWN CASTLE INTERNATIONAL COR
-$483.6K
0
-100%
清仓
—
MGP INGREDIENTA INC
-$479.6K
0
-100%
减持
—
HCI GROUP INC
+$477.8K
19,384
-13%
清仓
—
SAIA INC
-$476.4K
0
-100%
增持
—
SPIRE INC
+$471.9K
36,787
+14%
增持
—
AVISTA CORP
+$469.4K
49,981
+23%
建仓
—
BIOHAVEN LTD COM
+$469.1K
10,960
清仓
—
ARRAY TECHNOLOGIES INC
-$465.2K
0
-100%
增持
SHAK
SHAKE SHACK INC
+$463.3K
13,162
+49%
清仓
TEX
TEREX CORP
-$463.3K
0
-100%
减持
—
SPRINKLR INC CL A
-$459.0K
30,167
-49%
增持
—
RXSIGHT INC COM
+$458.8K
20,320
+57%
减持
HURN
HURON CONSULTING GROUP INC
-$457.8K
3,820
-53%
减持
—
INARI MEDICAL INC
-$456.0K
15,479
-31%