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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 26
增持 48
减持 44
清仓 32
方向
标的
Δ市值
现股数(环比)
减持
—
AGILYSYS INC
-$4.8M
73,825
-5%
减持
—
KORNIT DIGITAL LTD
-$4.3M
30,027
-81%
清仓
—
AVID BIOSERVICES INC
-$4.2M
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
—
MERCADOLIBRE INC
+$3.4M
2,980
+111%
减持
—
EVERCORE PARTNERS INC CL A
-$3.3M
6,453
-61%
减持
—
ASTERA LABORATORIES INC
-$3.1M
5,117
-80%
增持
—
REGENERON PHARMACEUTICALS INC
+$3.0M
9,784
+117%
增持
—
SPOTIFY TECHNOLOGY SA
+$3.0M
11,000
+60%
增持
—
NETFLIX COM INC
+$2.9M
7,500
+65%
清仓
—
INTRA CELLULAR THERAPIES INC
-$2.5M
0
-100%
建仓
TRIP
TRIPADVISOR INC
+$2.4M
172,890
增持
—
PALOMAR HOLDINGS INC
+$2.4M
22,216
+275%
减持
MOD
MODINE MANUFACTURING CO
-$2.3M
11,411
-59%
减持
—
IES HOLDINGS INC
-$2.3M
35,003
-13%
增持
—
CROWDSTRIKE HOLDINGS INC
+$2.2M
11,000
+120%
清仓
FRPT
FRESHPET INC
-$2.1M
0
-100%
增持
SNPS
SYNOPSYS INC
+$2.1M
7,700
+208%
增持
—
COSTCO WHOLESALE CORP
+$2.0M
4,300
+92%
增持
VSEC
VSE CORP
+$2.0M
59,605
+10%
增持
—
AMERICAN TOWER CORP REIT
+$1.9M
14,300
+126%
清仓
CW
CURTISS WRIGHT CORP
-$1.9M
0
-100%
建仓
—
DROPBOX INC CL A
+$1.9M
72,104
增持
QCOM
QUALCOMM INC
+$1.9M
22,329
+125%
建仓
CWST
CASELLA WASTE SYS INC CL A
+$1.9M
16,911
增持
—
I3 VERTICALS INC
+$1.8M
246,184
+34%
减持
—
PROCEPT BIOROBOTICS CORP COM
-$1.8M
12,056
-61%
增持
—
CHUBB LTD
+$1.8M
10,200
+121%
增持
DE
DEERE & CO
+$1.8M
8,714
+60%
增持
—
NVIDIA CORP
+$1.8M
50,000
+84%
减持
SHAK
SHAKE SHACK INC
-$1.7M
13,914
-38%
清仓
—
CORE SCIENTIFIC INC
-$1.7M
0
-100%
清仓
—
SKYWORKS SOLUTIONS INC
-$1.7M
0
-100%
增持
VEEV
VEEVA SYSTEMS INC
+$1.7M
12,300
+116%
减持
STRL
STERLING CONSTRUCTION CO
-$1.6M
20,706
-13%
清仓
—
META PLATFORMS INC CL A
-$1.6M
0
-100%
减持
CORT
CORCEPT THERAPEUTICS INC
+$1.6M
27,975
-13%
增持
—
TRIUMPH BANCORP INC
-$1.6M
74,123
+15%
增持
—
INTUITIVE SURGICAL INC
+$1.6M
9,500
+57%
增持
AMZN
AMAZON.COM INC
+$1.5M
25,275
+70%
增持
ROST
ROSS STORES INC
+$1.5M
27,600
+111%
建仓
—
GUARDANT HEALTH INC
+$1.5M
35,749
建仓
—
UNITED THERAPEUTICS CORP
+$1.5M
4,904
清仓
—
CRINETICS PHARMACEUTICALS INC
-$1.5M
0
-100%
减持
—
FTAI AVIATION LTD SHS
-$1.5M
6,309
-59%
增持
SNEX
STONEX GROUP INC
+$1.4M
128,713
+50%
清仓
—
TFI INTERNATIONAL INC
-$1.4M
0
-100%
清仓
FSS
FEDERAL SIGNAL CORP
-$1.4M
0
-100%
增持
ADI
ANALOG DEVICES INC
+$1.4M
22,643
+50%
增持
—
SERVICENOW INC
+$1.4M
5,200
+98%
增持
—
ALPHABET INC CLASS A
+$1.3M
33,577
+65%
减持
SAM
BOSTON BEER COMPANY INC CL A
-$1.3M
2,654
-60%
清仓
FIX
COMFORT SYS USA INC
-$1.3M
0
-100%
减持
—
XOMETRY INC CLASS A COM
-$1.3M
11,235
-70%
减持
—
MA COM TECHNOLOGY SOLUTIONS HO
-$1.3M
10,091
-44%
清仓
—
WARBY PARKER INC
-$1.3M
0
-100%
减持
CLH
CLEAN HARBORS INC
-$1.3M
3,367
-61%
建仓
—
CATALYST PHARMACEUTICAL PARTNE
+$1.3M
53,652
清仓
AAON
AAON INC
-$1.3M
0
-100%
建仓
CAKE
CHEESECAKE FACTORY INC
+$1.3M
26,511
减持
—
CREDO TECHNOLOGY GROUP HOLDING
-$1.3M
6,599
-71%
减持
—
ALKAMI TECHNOLOGY INC COM
-$1.3M
16,746
-64%
增持
UFPT
UFP TECHNOLOGIES INC
-$1.2M
37,725
+4%
减持
—
SWEETGREEN INC COM CL A
-$1.2M
22,726
-60%
减持
BOOT
BOOT BARN HOLDINGS INC
-$1.2M
13,912
-23%
增持
ADMA
ADMA BIOLOGICS INC
+$1.2M
99,918
+131%
增持
MTD
METTLER-TOLEDO INTL INC
+$1.2M
2,050
+108%
增持
—
BROADSTONE NET LEASE INC COM
+$1.2M
105,209
+188%
增持
FSLR
FIRST SOLAR INC
+$1.2M
20,000
+166%
增持
HUBS
HUBSPOT INC
+$1.2M
5,500
+96%
清仓
MTG
MGIC INVT CORP
-$1.2M
0
-100%
减持
—
ZETA GLOBAL HOLDINGS CORP CL A
-$1.2M
49,633
-52%
增持
CLX
CLOROX COMPANY
+$1.2M
17,100
+106%
减持
FHI
FEDERATED INVS INC PA CL B
-$1.2M
15,820
-64%
建仓
—
AXSOME THERAPEUTICS INC
+$1.2M
9,981
减持
—
MERCK CO INC
-$1.2M
15,403
-40%
减持
ITRI
ITRON INC
-$1.1M
7,789
-57%
清仓
—
WISDOMTREE INVESTMENS INC
-$1.1M
0
-100%
增持
—
WORKDAY INC
+$1.1M
10,900
+94%
清仓
—
REMITLY GLOBAL INC COM
-$1.1M
0
-100%
增持
—
ARIS WATER SOLUTIONS INC CLASS
+$1.1M
102,813
+10%
清仓
TBCH
TURTLE BEACH CORPORATION
-$1.1M
0
-100%
清仓
—
CONOCOPHILLIPS
-$1.1M
0
-100%
减持
—
RH
-$1.1M
1,640
-55%
减持
KMT
KENNAMETAL INC
-$1.0M
24,268
-63%
增持
ADSK
AUTODESK INCORPORATED
+$1.0M
13,775
+59%
清仓
—
CHART INDS INC
-$1.0M
0
-100%
建仓
—
WEC ENERGY GROUP INC
+$1.0M
9,268
清仓
—
LOAR HOLDINGS INC
-$1.0M
0
-100%
清仓
—
AVITA MEDICAL INC
-$1.0M
0
-100%
增持
—
ARS PHARMACEUTICALS INC
+$988.7K
96,591
+350%
建仓
—
POWERFLEET INC
+$979.8K
178,477
建仓
—
BIRKENSTOCK HOLDING PLC
+$971.9K
21,198
建仓
LNTH
LANTHEUS HOLDINGS INC
+$971.6K
9,955
减持
—
REV GROUP INC
-$964.7K
81,742
-27%
减持
—
REVOLVE GROUP INC
-$961.5K
25,678
-43%
增持
PLUS
EPLUS INC
-$948.9K
89,541
+3%
减持
—
Q2 HOLDINGS INC
-$938.6K
10,830
-40%
建仓
KRYS
KRYSTAL BIOTECH INC
+$935.8K
5,190
清仓
—
E.L.F. BEAUTY INC
-$925.9K
0
-100%
建仓
—
GENIUS SPORTS LIMITED SHARES C
+$917.4K
91,650
减持
GKOS
GLAUKOS CORPORATION
-$916.1K
4,984
-47%
增持
—
RBC BEARINGS INC
+$902.4K
7,158
+53%
减持
—
LSI INDS INC
-$894.2K
361,782
-0%
增持
RGEN
REPLIGEN CORP
+$893.0K
16,000
+102%
减持
—
CONSTRUCTION PARTNERS INC
-$891.9K
11,800
-40%
减持
—
TARSUS PHARMACEUTICALS INC
-$886.3K
31,958
-30%
建仓
—
SPORTRADAR GROUP AG CLASS A OR
+$875.9K
40,515
增持
—
ANI PHARMACEUTICALS INC
+$874.6K
18,050
+199%
建仓
—
MASIMO CORPORATION
+$873.8K
5,245
建仓
BMRC
BANK MARIN BANCORP
+$871.2K
39,475
增持
—
DATADOG INC CL A COM
+$870.7K
27,500
+112%
增持
—
SPIRE INC
+$868.2K
24,640
+58%
建仓
—
LIFE TIME GROUP HOLDINGS INC C
+$856.8K
28,370
建仓
—
PENGUIN SOLUTIONS INC
+$845.3K
48,667
减持
COHU
COHU INC
-$842.6K
22,265
-49%
增持
ON
ON SEMICONDUCTOR CORP
+$834.4K
60,000
+135%
清仓
BILL
BILL.COM HOLDINGS INC
-$828.5K
0
-100%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS
+$824.4K
10,776
增持
—
EVERQUOTE INC
+$818.3K
55,308
+75%
减持
WGO
WINNEBAGO INDUSTRIES
-$817.9K
9,765
-60%
清仓
HD
HOME DEPOT INC
-$816.9K
0
-100%
清仓
—
COMCAST CORP CLASS A
-$815.8K
0
-100%
减持
—
CERAGON NETWORKS LTDREG SHS
-$812.0K
309,031
-6%
减持
—
GOLDMAN SACHS GROUP INC
-$809.6K
3,978
-24%
建仓
MMSI
MERIT MEDICAL SYSTEMS INC
+$808.7K
7,650
减持
—
EXPEDIA INC
-$807.2K
11,232
-22%
建仓
NDAQ
NASDAQ OMX GROUP/THE
+$799.1K
10,534
建仓
HURN
HURON CONSULTING GROUP INC
+$794.0K
5,535
建仓
CHEF
CHEFS' WAREHOUSE HOLDINGS INC
+$788.9K
14,485
增持
ABT
ABBOTT LABORATORIES
+$787.4K
10,011
+109%
清仓
—
DAY ONE BIOPHARMACEUTICALS INC
-$785.9K
0
-100%
清仓
—
LOGILITY SUPPLY CHAIN SOLUTION
-$779.4K
0
-100%
清仓
—
TECNOGLASS INC
-$776.5K
0
-100%
增持
—
SPARTAN STORES INC
+$769.2K
54,036
+204%
减持
MTZ
MASTEC INC
-$768.4K
13,858
-21%
减持
—
WIX COM LTD
-$764.9K
6,583
-23%
清仓
—
WEATHERFORD INTL PLC ORD SHS
-$762.3K
0
-100%
减持
HCSG
HEALTHCARE SERVICES GROUP
-$761.6K
84,915
-39%
减持
MTX
MINERALS TECHNOLOGIES INC
-$755.0K
15,262
-33%
增持
CMCO
COLUMBUS MCKINNON CORP
-$746.7K
75,322
+39%
增持
EEFT
EURONET WORLDWIDE INC
+$746.7K
10,635
+181%
建仓
—
AMPRIUS TECHNOLOGIES INC COMMO
+$743.8K
277,553
建仓
—
NATIONAL VISION HOLDINGS INC
+$743.3K
58,160
减持
—
SITIME CORP
-$741.2K
2,800
-49%
清仓
WWW
WOLVERINE WORLD WIDE INC
-$738.7K
0
-100%
清仓
TNDM
TANDEM DIABETES CARE INC
-$732.5K
0
-100%
清仓
—
CONFLUENT INC
-$723.9K
0
-100%
减持
—
CLEARPOINT NEURO INC
-$721.7K
97,189
-20%
增持
APH
AMPHENOL CORP CL A
+$719.5K
33,564
+57%
减持
—
LUMENTUM HOLDINGS INC
-$718.3K
7,540
-47%