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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 51
增持 52
减持 29
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$7.3M
57,019
+77%
增持
MSFT
MICROSOFT CORP
+$6.9M
23,722
+167%
增持
—
BROADCOM INC
+$5.9M
43,935
+56%
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
—
NVIDIA CORP
+$4.2M
82,757
+38%
减持
—
ARGAN INC
-$4.0M
39,319
-35%
减持
ADSK
AUTODESK INCORPORATED
-$4.0M
1,306
-91%
增持
SHOO
STEVEN MADDEN LTD
+$3.9M
142,647
+135%
增持
AMZN
AMAZON.COM INC
+$3.8M
40,669
+61%
建仓
ANF
ABERCROMBIE & FITCH CO CL A
+$3.8M
30,412
建仓
—
META PLATFORMS INC CL A
+$3.5M
5,279
增持
BMY
BRISTOL MYERS SQUIBB CO
+$3.5M
99,584
+136%
建仓
—
NB BANCORP INC
+$3.4M
171,361
建仓
—
EXACT SCIENCES CORP
+$3.3M
32,650
清仓
—
REV GROUP INC
-$3.3M
0
-100%
建仓
—
ORACLE CORP
+$3.1M
16,063
减持
—
SPOTIFY TECHNOLOGY SA
-$3.0M
8,000
-27%
增持
LLY
ELI LILLY AND CO
+$3.0M
3,404
+283%
增持
—
TRIUMPH BANCORP INC
+$2.9M
132,714
+22%
减持
STRL
STERLING CONSTRUCTION CO
-$2.8M
12,588
-35%
清仓
—
AMERICAN TOWER CORP REIT
-$2.8M
0
-100%
建仓
—
VERIZON COMMUNICATIONS INC
+$2.7M
67,480
建仓
AMGN
AMGEN INC
+$2.7M
8,328
建仓
PFE
PFIZER INC
+$2.7M
108,724
建仓
KO
COCA COLA CO
+$2.7M
38,177
清仓
—
WORKDAY INC
-$2.6M
0
-100%
减持
ESE
ESCO TECHNOLOGIES INC
-$2.6M
1,551
-89%
增持
—
NETFLIX COM INC
-$2.6M
68,582
+814%
建仓
C
CITIGROUP INC
+$2.5M
21,700
建仓
—
FREEPORT MCMORAN COPPER
+$2.5M
49,650
增持
CECO
CECO ENVIRONMENTAL CORP
+$2.5M
81,123
+78%
增持
—
CISCO SYSTEMS INC
+$2.5M
53,337
+129%
建仓
UPS
UNITED PARCEL SERVICE CL B
+$2.5M
25,000
建仓
HD
HOME DEPOT INC
+$2.5M
7,176
建仓
KEY
KEYCORP NEW
+$2.5M
119,300
建仓
SWK
STANLEY BLACK AND DECKER INC
+$2.4M
32,800
增持
CRS
CARPENTER TECHNOLOGY
+$2.4M
14,373
+66%
建仓
—
HEWLETT PACKARD ENTERPRISE COM
+$2.4M
100,100
增持
—
SITIME CORP
+$2.4M
9,788
+171%
建仓
—
TARGET CORP
+$2.3M
23,880
减持
LFUS
LITTELFUSE INC
-$2.3M
2,232
-80%
建仓
—
TRUIST FINL CORP COM
+$2.3M
47,230
减持
AMSC
AMERICAN SUPERCONDUCTOR CORP
-$2.3M
40,687
-31%
增持
—
JPMORGAN CHASE & CO
+$2.3M
16,344
+75%
减持
SYK
STRYKER CORP
-$2.3M
2,580
-70%
建仓
BAC
BANK OF AMERICA CORP
+$2.3M
41,600
建仓
CVX
CHEVRON CORP
+$2.3M
15,000
增持
—
NEWAMSTERDAM PHARMA COMPANY NV
+$2.3M
83,833
+259%
增持
—
REVOLUTION MEDICINES INC
+$2.3M
48,751
+41%
建仓
POR
PORTLAND GENERAL ELECTRIC CO
+$2.3M
46,900
建仓
OKE
ONEOK INC
+$2.2M
30,000
减持
—
IES HOLDINGS INC
-$2.2M
30,333
-14%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$2.2M
7,500
建仓
HURN
HURON CONSULTING GROUP INC
+$2.2M
12,580
减持
—
VISTEON CORP
-$2.2M
5,247
-76%
增持
—
RAYTHEON TECHNOLOGIES CORPORAT
+$2.2M
19,788
+125%
建仓
MCD
MCDONALD S CORP
+$2.1M
7,000
增持
—
MIRION TECHNOLOGIES INC COM CL
+$2.1M
276,501
+47%
增持
—
LIGAND PHARMACEUTICALS INC
+$2.1M
26,241
+61%
建仓
IBM
INTERNATIONAL BUSINESS MACHINE
+$2.1M
7,000
建仓
KNX
KNIGHT SWIFT TRANSPORTATION HO
+$2.1M
39,660
建仓
BBY
BEST BUY CO INC
+$2.1M
30,655
建仓
PKG
PACKAGING CORP AMER
+$2.0M
9,862
建仓
—
BAKER HUGHES CO
+$2.0M
44,605
增持
—
BRIDGEBIO PHARMA INC
+$2.0M
45,225
+64%
建仓
—
NEXTERA ENERGY INC
+$2.0M
25,000
增持
—
GUARDANT HEALTH INC
+$2.0M
26,076
+141%
增持
INSM
INSMED INC
+$1.9M
40,006
+15%
减持
WMT
WAL-MART STORES INC
-$1.9M
14,917
-57%
增持
WING
WINGSTOP INC
+$1.9M
9,534
+472%
建仓
—
ENOVA INTERNATIONAL INC
+$1.9M
11,775
建仓
LEN
LENNAR CORP CL A
+$1.9M
18,000
建仓
CPK
CHESAPEAKE UTILITIES CORP
+$1.8M
14,697
增持
WFC
WELLS FARGO & CO
+$1.8M
53,214
+42%
减持
—
MALIBU BOATS INC
-$1.8M
8,760
-86%
清仓
FAST
FASTENAL CO
-$1.8M
0
-100%
增持
—
KLAVIYO INC SER A
+$1.8M
65,865
+403%
减持
MOD
MODINE MANUFACTURING CO
-$1.8M
19,899
-36%
建仓
—
CUSHMAN AND WAKEFIELD LTD COMM
+$1.8M
108,937
减持
JOUT
JOHNSON OUTDOORS INC
-$1.8M
18,729
-70%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$1.8M
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$1.7M
9,200
-46%
清仓
—
LINDE PLC
-$1.7M
0
-100%
建仓
PSX
PHILLIPS 66
+$1.7M
12,940
增持
—
TRAVERE THERAPEUTICS INC
+$1.6M
87,536
+23%
增持
—
EVERQUOTE INC
+$1.6M
86,717
+180%
减持
—
MERCADOLIBRE INC
-$1.6M
2,650
-11%
清仓
EXPD
EXPEDITORS INTL OF WASHINGTON
-$1.6M
0
-100%
增持
—
BRIGHTSPRING HEALTH SERVICES I
+$1.6M
56,180
+242%
建仓
CENX
CENTURY ALUMINUM COMPANY
+$1.6M
40,973
减持
ASTE
ASTEC INDUSTRIES INC
-$1.6M
23,425
-57%
增持
—
ALPHATEC HOLDINGS INC
+$1.6M
102,945
+162%
建仓
TNDM
TANDEM DIABETES CARE INC
+$1.6M
72,580
建仓
—
HERC HOLDINGS INC
+$1.6M
10,750
清仓
DHR
DANAHER CORP
-$1.6M
0
-100%
清仓
—
CHECKPOINT SOFTWARE TECH
-$1.6M
0
-100%
清仓
FISV
FISERV INC
-$1.6M
0
-100%
增持
WGO
WINNEBAGO INDUSTRIES
+$1.6M
56,108
+162%
减持
MMS
MAXIMUS INC
-$1.5M
16,952
-48%
减持
APH
AMPHENOL CORP CL A
-$1.5M
19,573
-42%
增持
VSEC
VSE CORP
+$1.5M
64,382
+12%
增持
—
KRATOS DEFENSE & SECURITY SOLU
-$1.5M
105,817
+1%
减持
JNJ
JOHNSON & JOHNSON
-$1.5M
11,173
-46%
减持
RSI
RUSH STREET INTERACTIVE INC
-$1.5M
74,959
-49%
清仓
CVLT
COMMVAULT SYSTEMS INC
-$1.5M
0
-100%
增持
—
PLANET LABORATORIES PBC CL A
+$1.5M
111,347
+115%
减持
—
INTERCONTINENTALEXCHANGE INC
-$1.5M
9,174
-48%
清仓
CORT
CORCEPT THERAPEUTICS INC
-$1.5M
0
-100%
减持
INDB
INDEPENDENT BANK CORP
-$1.5M
12,093
-65%
建仓
—
EXZEO GROUP INC
+$1.5M
60,828
建仓
INTU
INTUIT COM
+$1.5M
2,211
清仓
—
CLEARPOINT NEURO INC
-$1.5M
0
-100%
减持
—
CENTRUS ENERGY CORP
-$1.5M
3,436
-54%
清仓
CHD
CHURCH & DWIGHT INC
-$1.5M
0
-100%
清仓
ROP
ROPER INDS INC
-$1.4M
0
-100%
减持
PLUS
EPLUS INC
+$1.4M
90,759
-1%
增持
—
PRESTIGE BRANDS HOLDINGS INC
+$1.4M
27,774
+532%
减持
—
CROWDSTRIKE HOLDINGS INC
-$1.4M
8,446
-23%
建仓
—
INNOVIVA INC
+$1.4M
71,269
增持
—
TOWER SEMICONDUCTOR LTD
+$1.4M
27,318
+10%
增持
—
GENTHERM INC
+$1.4M
60,874
+157%
减持
VEEV
VEEVA SYSTEMS INC
-$1.4M
10,200
-17%
增持
—
JFROG LTD
+$1.4M
39,975
+70%
增持
—
MASTERCARD INC CLASS A
+$1.4M
5,511
+77%
清仓
—
BANCORP INC
-$1.4M
0
-100%
建仓
—
DIGITALOCEAN HOLDINGS INC
+$1.4M
28,370
减持
—
VERRA MOBILITY CORP
-$1.3M
18,605
-74%
增持
—
BETA BIONICS INC
+$1.3M
85,660
+35%
增持
—
LSI INDS INC
-$1.3M
394,103
+9%
增持
DJCO
DAILY JOURNAL CORP
+$1.3M
14,217
+18%
建仓
—
WAYFAIR INC
+$1.3M
13,215
建仓
—
AXOGEN INC
+$1.3M
40,435
建仓
ORA
ORMAT TECHNOLOGIES INC
+$1.3M
11,936
增持
QCOM
QUALCOMM INC
+$1.3M
34,943
+25%
增持
—
LENDINGCLUB CORP NEW
+$1.3M
98,927
+161%
增持
SBCF
SEACOAST BANKING CORPORATION O
+$1.3M
65,599
+160%
增持
—
ITURAN LOCATION AND CONTROL LT
+$1.3M
34,739
+510%
清仓
—
HARSCO CORP
-$1.3M
0
-100%
建仓
ALNT
ALLIED MOTION TECHNOLOGIES INC
+$1.3M
23,997
增持
—
MERCK CO INC
+$1.3M
25,999
+51%
增持
—
FIVE BELOW INC
+$1.3M
11,570
+100%
清仓
PENG
PENGUIN SOLUTIONS INC
-$1.3M
0
-100%
减持
—
ENSIGN GROUP INC
-$1.3M
6,730
-52%
建仓
—
VERA THERAPEUTICS INC CL A
+$1.3M
24,704
增持
—
TFI INTERNATIONAL INC
+$1.2M
16,106
+234%
建仓
THG
HANOVER INSURANCE GROUP INC
+$1.2M
6,774
建仓
SANM
Sanmina Corp
+$1.2M
8,213
建仓
—
ON HOLDING AG
+$1.2M
26,445
增持
CLMB
CLIMB GLOBAL SOLUTIONS INC
+$1.2M
40,416
+86%
增持
—
PIPER JAFFRAY COS
+$1.2M
12,483
+43%
增持
—
ABIVAX SA SP ADS
+$1.2M
10,648
+317%
