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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 39
增持 49
减持 26
清仓 36
方向
标的
Δ市值
现股数(环比)
建仓
—
TE CONNECTIVITY PLC
+$3.5M
23,371
清仓
BBCP
CONCRETE PUMPING HOLDINGS INC
-$3.0M
0
-100%
清仓
—
TE CONNECTIVITY LTD
-$2.5M
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。
增持
—
ZETA GLOBAL HOLDINGS CORP CL A
+$2.5M
145,373
+38%
建仓
LKQ
LKQ CORP
+$2.3M
57,466
建仓
—
LINDE PLC
+$2.2M
4,711
减持
FIX
COMFORT SYS USA INC
-$2.2M
1,390
-85%
清仓
C
CITIGROUP INC
-$2.1M
0
-100%
减持
—
COHERENT CORP COM
-$2.1M
5,290
-85%
减持
CVS
CVS CAREMARK CORP
-$2.0M
25,444
-59%
增持
—
AVID BIOSERVICES INC
+$2.0M
339,501
+32%
减持
—
ARGAN INC
+$2.0M
85,560
-6%
清仓
—
TETRA TECH INC
-$2.0M
0
-100%
减持
—
WEATHERFORD INTL PLC ORD SHS
-$1.9M
13,501
-46%
减持
MPWR
MONOLITHIC POWER SYSTEMS INC
-$1.9M
607
-80%
建仓
—
PAYPAL HOLDINGS INC
+$1.9M
23,980
清仓
HUBS
HUBSPOT INC
-$1.8M
0
-100%
增持
DJCO
DAILY JOURNAL CORP
+$1.8M
9,305
+33%
建仓
CI
CIGNA CORP
+$1.8M
5,164
清仓
—
ARHAUS INC
-$1.7M
0
-100%
建仓
SIRI
SIRIUSXM HOLDINGS INC COMMON S
+$1.7M
70,158
清仓
AZO
AUTOZONE INC
-$1.6M
0
-100%
增持
MOD
MODINE MANUFACTURING CO
+$1.6M
23,448
+51%
减持
—
MEDPACE HOLDINGS INC
-$1.5M
1,225
-74%
建仓
—
TARSUS PHARMACEUTICALS INC
+$1.5M
44,160
增持
—
CSG SYSTEMS INTL INC
+$1.4M
46,731
+130%
建仓
—
CROWDSTRIKE HOLDINGS INC
+$1.4M
5,000
清仓
—
LIBERTY MEDIA CORP DEL COM LBT
-$1.4M
0
-100%
增持
—
FRESH DEL MONTE PRODUCE INC
+$1.4M
69,403
+122%
清仓
CXT
CRANE NXT CO COM
-$1.3M
0
-100%
增持
—
INTERCONTINENTALEXCHANGE INC
+$1.3M
34,819
+12%
建仓
INVX
INNOVEX INTERNATIONAL INC COM
+$1.3M
88,240
增持
CXDO
CREXENDO INC
+$1.3M
284,102
+2371%
增持
—
NOMAD FOODS LIMITED
+$1.3M
269,555
+14%
清仓
—
TALKSPACE INC COM
-$1.2M
0
-100%
建仓
ADMA
ADMA BIOLOGICS INC
+$1.2M
60,632
增持
—
BUILDERS FIRSTSOURCE INC
+$1.2M
16,952
+13%
建仓
SNPS
SYNOPSYS INC
+$1.2M
2,360
建仓
HP
HELMERICH & PAYNE INC
+$1.2M
39,236
减持
—
NELNET INC CL A
-$1.2M
5,550
-69%
建仓
—
KLAVIYO INC SER A
+$1.2M
32,890
增持
WAL
WESTERN ALLIANCE BANCORP
+$1.2M
21,352
+95%
清仓
—
BELLRING BRANDS INC COMMON STO
-$1.2M
0
-100%
建仓
PZZA
PAPA JOHNS INTL INC
+$1.2M
21,371
增持
HLIT
HARMONIC INC
+$1.1M
98,651
+284%
增持
BOOT
BOOT BARN HOLDINGS INC
+$1.1M
11,001
+97%
清仓
—
ALPHATEC HOLDINGS INC
-$1.1M
0
-100%
建仓
THFF
FIRST FINL CORP
+$1.1M
25,543
清仓
ALGN
ALIGN TECHNOLOGY INC
-$1.1M
0
-100%
清仓
—
PETIQ INC
-$1.1M
0
-100%
减持
ONT
MONTROSE ENVIRONMENTAL GROUP I
-$1.1M
33,796
-23%
清仓
WBD
WARNER BROS DISCOVERY INC COM
-$1.1M
0
-100%
建仓
—
DOUGLAS DYNAMICS INC
+$1.0M
38,036
清仓
—
E.L.F. BEAUTY INC
-$1.0M
0
-100%
建仓
—
LOGILITY SUPPLY CHAIN SOLUTION
+$1.0M
91,351
减持
UFPT
UFP TECHNOLOGIES INC
+$1.0M
35,438
-8%
增持
—
EVERCORE PARTNERS INC CL A
+$1.0M
15,709
+10%
清仓
—
SUPERIOR INDUSTRIES INTL
-$1.0M
0
-100%
增持
—
FIRSTSERVICE CORPORATION
+$1.0M
26,475
+6%
建仓
—
ACV AUCTIONS INC CL A
+$999.9K
49,182
建仓
—
KORNIT DIGITAL LTD
+$990.7K
38,348
清仓
—
DRIL QUIP INC
-$959.9K
0
-100%
建仓
—
LIQUIDITY SERVICES INC
+$943.2K
41,370
增持
—
MASTERCARD INC CLASS A
+$942.0K
6,564
+26%
建仓
—
SPS COMMERCE INC
+$935.5K
4,818
增持
CRI
CARTER INC
+$926.6K
24,368
+130%
减持
—
RXSIGHT INC COM
-$909.7K
17,871
-40%
增持
FC
FRANKLIN COVEY CO
+$904.1K
27,604
+354%
增持
SFNC
SIMMONS FIRST NATL CORP CL A
+$890.7K
53,826
+252%
建仓
—
DAY ONE BIOPHARMACEUTICALS INC
+$879.9K
63,167
减持
—
CISCO SYSTEMS INC
-$877.3K
46,250
-34%
建仓
—
MERITAGE HOMES CORP
+$876.7K
4,275
增持
—
LSI INDS INC
+$866.1K
387,421
+4%
增持
—
KRATOS DEFENSE & SECURITY SOLU
+$865.2K
115,280
+27%
建仓
—
ARTERIS INC
+$858.6K
111,220
减持
—
PRESTIGE BRANDS HOLDINGS INC
-$856.7K
5,832
-69%
增持
—
SWEETGREEN INC COM CL A
+$856.0K
75,201
+25%
建仓
—
AVITA MEDICAL INC
+$850.8K
79,370
建仓
HRMY
HARMONY BIOSCIENCES HLDGS INC
+$848.6K
21,214
清仓
—
CREDO TECHNOLOGY GROUP HOLDING
-$847.5K
0
-100%
清仓
—
ORION MARINE GROUP INC
-$842.0K
0
-100%
清仓
—
HELIOS TECHNOLOGIES INC
-$838.4K
0
-100%
清仓
HRTX
HERON THERAPEAUTICS INC
-$837.3K
0
-100%
清仓
—
LIBERTY OILFIELD SERVICES INC
-$833.7K
0
-100%
增持
AEIS
ADVANCED ENERGY INDS INC
+$833.3K
14,029
+137%
减持
POR
PORTLAND GENERAL ELECTRIC CO
-$826.9K
26,902
-45%
增持
HCKT
HACKETT GROUP INC
+$816.8K
54,292
+93%
减持
FULT
FULTON FINANCIAL CORP
-$810.1K
10,643
-82%
增持
—
SPARTAN STORES INC
+$807.6K
73,769
+64%
增持
MAS
MASCO CORP
+$806.3K
29,333
+18%
清仓
—
GOODRX HOLDINGS INC CL A
-$804.9K
0
-100%
建仓
SIBN
SI BONE INC
+$803.8K
57,498
清仓
FORM
FORMFACTOR INC
-$803.2K
0
-100%
减持
—
SPIRE INC
-$794.8K
24,744
-39%
增持
CORT
CORCEPT THERAPEUTICS INC
+$793.8K
34,041
+42%
清仓
—
PERFICIENT INC
-$793.3K
0
-100%
建仓
—
SHYFT GROUP INC
+$786.1K
62,635
减持
—
AVISTA CORP
-$778.2K
36,537
-42%
建仓
RUSHA
RUSH ENTERPRISES INC CL A
+$777.9K
14,724
增持
—
EMBRAER SA
+$771.7K
57,096
+18%
减持
AVAV
AEROVIRONMENT INC
-$763.9K
1,115
-79%
增持
CMCO
COLUMBUS MCKINNON CORP
+$760.7K
32,315
+177%
增持
ESE
ESCO TECHNOLOGIES INC
+$754.0K
15,114
+33%
减持
—
VERICEL CORPORATION
-$753.5K
13,864
-53%
建仓
—
OLO INC CL A
+$750.8K
151,369
增持
VIAV
VIAVI SOLUTIONS INC
+$744.8K
109,768
+207%
增持
—
UNIVERSAL INSURANCE HOLDINGS I
+$743.1K
69,156
+64%
增持
—
UNIVERSAL HEALTH RLTY
+$726.4K
36,398
+52%
建仓
—
PACS GROUP INC
+$724.7K
18,130
增持
—
TREEHOUSE FOODS INC
+$723.9K
38,326
+59%
增持
RGEN
REPLIGEN CORP
+$720.9K
11,570
+46%
清仓
—
AUDIOCODES LTD
-$718.4K
0
-100%
增持
—
ONE GAS INC
+$713.3K
31,219
+24%
增持
CNMD
CONMED CORP
+$711.1K
19,403
+97%
清仓
—
WHITE MOUTAINS INSURANCE GROUP
-$710.6K
0
-100%
建仓
—
BRIGHTSPRING HEALTH SERVICES I
+$701.6K
47,790
增持
—
REVOLVE GROUP INC
+$699.9K
50,225
+47%
清仓
—
CAMTEK LTD
-$698.8K
0
-100%
增持
—
AIR TRANS SVCS GROUP INC
+$695.6K
82,199
+79%
清仓
—
LIFETIME BRANDS INC
-$693.7K
0
-100%
建仓
—
HEALTH CATALYST INC
+$690.4K
84,821
增持
BELFB
BEL FUSE INC CL B
+$689.3K
18,422
+59%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$689.3K
13,721
-41%
减持
FHI
FEDERATED INVS INC PA CL B
-$689.2K
23,906
-50%
增持
PCRX
PACIRA PHARMACEUTICALS INC
-$687.6K
54,903
+4%
清仓
—
AZEK COMPANY INC
-$682.3K
0
-100%
建仓
MWA
MUELLER WATER PRODUCTS INC A
+$675.7K
31,139
增持
BMY
BRISTOL MYERS SQUIBB CO
+$674.9K
42,146
+16%
减持
AMN
AMN HEALTHCARE SVCS INC
-$671.5K
17,883
-36%
增持
WGO
WINNEBAGO INDUSTRIES
+$670.8K
19,973
+121%
清仓
HAE
HAEMONETICS CORP
-$669.1K
0
-100%
减持
SEB
SEABOARD CORP DEL COM
-$668.4K
462
-31%
减持
—
JPMORGAN CHASE & CO
-$661.0K
10,985
-25%
清仓
—
LEGALZOOMCOM INC
-$660.3K
0
-100%
建仓
INSP
INSPIRE MEDICAL SYSTEMS INC
+$659.5K
3,125
建仓
—
DYNEX CAPITAL INC
+$657.6K
51,534
清仓
VECO
VEECO INSTRUMENTS INC
-$655.1K
0
-100%
增持
—
WILLDAN GROUP INC
+$654.0K
53,777
+0%
减持
ADUS
ADDUS HOMESCARE CORP
-$653.3K
10,517
-41%
建仓
—
PLANET FITNESS INC
+$653.0K
8,040
清仓
—
DYNAVAX TECHNOLOGIES
-$652.0K
0
-100%
增持
—
BANCORP INC
+$640.2K
31,411
+14%
增持
RHI
ROBERT HALF INTL INC
+$639.9K
25,508
+51%
建仓
—
INSTALLED BUILDING PRODUCTS IN
+$639.1K
2,595
减持
—
MA COM TECHNOLOGY SOLUTIONS HO
-$637.9K
11,853
-32%
增持
—
AGILYSYS INC
+$635.5K
76,385
+3%
清仓
—
ELASTIC NV
-$629.2K
0
-100%
增持
—
CLEAR SECURE INC COM CL A
+$627.9K
26,540
+97%
建仓
—
GENEDX HOLDINGS CORP CL A
+$625.1K
14,730
增持
—
GUIDEWIRE SOFTWARE INC
+$622.4K
4,740
+167%