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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 50
减持 54
清仓 35
方向
标的
Δ市值
现股数(环比)
减持
—
ARGAN INC
+$5.7M
33,117
-16%
增持
STRL
STERLING CONSTRUCTION CO
+$5.0M
21,702
+72%
增持
MOD
MODINE MANUFACTURING CO
+$5.0M
35,224
+77%
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。
减持
—
MIRION TECHNOLOGIES INC COM CL
-$4.7M
97,366
-65%
建仓
ODC
OIL DRI CORP OF AMERICA
+$4.6M
70,512
清仓
—
PIPER JAFFRAY COS
-$4.2M
0
-100%
减持
SHOO
STEVEN MADDEN LTD
-$4.2M
50,716
-64%
清仓
—
SERVICENOW INC
-$4.1M
0
-100%
增持
LINC
LINCOLN EDUCATIONAL SERVICES
+$4.0M
173,558
+38%
清仓
FSLR
FIRST SOLAR INC
-$4.0M
0
-100%
建仓
—
EVERSOURCE ENERGY
+$3.8M
55,000
减持
MSFT
MICROSOFT CORP
-$3.7M
21,109
-11%
增持
OMC
OMNICOM GROUP
+$3.6M
55,205
+771%
减持
ANF
ABERCROMBIE & FITCH CO CL A
-$3.5M
4,050
-87%
清仓
HUBS
HUBSPOT INC
-$3.3M
0
-100%
清仓
—
EXACT SCIENCES CORP
-$3.3M
0
-100%
增持
—
UBER TECHNOLOGIES INC COM
+$3.0M
44,430
+1416%
增持
—
AGILYSYS INC
-$2.7M
85,875
+16%
减持
—
GOLDMAN SACHS GROUP INC
-$2.7M
1,396
-68%
清仓
—
GUARDANT HEALTH INC
-$2.7M
0
-100%
清仓
—
BETA BIONICS INC
-$2.6M
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$2.5M
0
-100%
减持
WFC
WELLS FARGO & CO
-$2.4M
11,837
-78%
增持
—
NB BANCORP INC
+$2.4M
276,070
+61%
减持
—
EXPEDIA INC
-$2.3M
4,421
-63%
清仓
WING
WINGSTOP INC
-$2.3M
0
-100%
清仓
WGO
WINNEBAGO INDUSTRIES
-$2.3M
0
-100%
增持
—
CLOUDFLARE INC
+$2.3M
13,238
+443%
减持
—
NEWAMSTERDAM PHARMA COMPANY NV
-$2.3M
21,570
-74%
减持
—
ALPHABET INC CLASS A
-$2.2M
32,804
-12%
增持
—
AMPRIUS TECHNOLOGIES INC COMMO
+$2.2M
228,498
+12%
建仓
—
GUARDIAN PHARMACY SERVICES INC
+$2.2M
58,890
减持
—
CAPITAL ONE FINL CORP
-$2.2M
4,701
-63%
清仓
HURN
HURON CONSULTING GROUP INC
-$2.2M
0
-100%
建仓
CALY
CALLAWAY GOLF COMPANY
+$2.2M
156,542
清仓
—
ALPHATEC HOLDINGS INC
-$2.2M
0
-100%
减持
—
REGENERON PHARMACEUTICALS INC
-$2.2M
6,004
-32%
建仓
—
ALNYLAM PHARMACEUTICALS INC
+$2.2M
6,514
减持
—
ADOBE SYSTEMS INC
-$2.1M
2,858
-65%
增持
—
ULTRA CLEAN HLDGS INC
+$2.1M
38,911
+256%
减持
—
JANUS INTERNATIONAL GROUP INC
-$2.1M
12,761
-96%
增持
—
NAYAX LTD
+$2.1M
56,567
+167%
减持
—
UNITED THERAPEUTICS CORP
-$2.1M
1,864
-71%
减持
—
CREDO TECHNOLOGY GROUP HOLDING
-$2.1M
16,658
-34%
清仓
—
BAKER HUGHES CO
-$2.0M
0
-100%
减持
—
ACUITY INC COM
-$2.0M
2,902
-63%
增持
PSX
PHILLIPS 66
+$2.0M
20,000
+55%
增持
ONTO
ONTO INNOVATION INC
+$2.0M
16,425
+85%
清仓
—
TRANSMEDICS GROUP INC
-$1.9M
0
-100%
增持
SNEX
STONEX GROUP INC
+$1.9M
168,304
+37%
减持
SYY
SYSCO CORP
-$1.9M
14,684
-63%
清仓
PEGA
PEGASYSTEMS INC
-$1.9M
0
-100%
减持
—
EVERQUOTE INC
-$1.8M
33,485
-61%
增持
—
ENSIGN GROUP INC
+$1.8M
14,686
+118%
减持
—
BUILDERS FIRSTSOURCE INC
-$1.8M
7,256
-69%
减持
DJCO
DAILY JOURNAL CORP
-$1.8M
10,679
-25%
增持
C
CITIGROUP INC
+$1.8M
37,979
+75%
减持
—
PAYPAL HOLDINGS INC
-$1.8M
15,808
-63%
减持
—
ADAPTIVE BIOTECHNOLOGIES CORPO
-$1.8M
152,339
-36%
清仓
—
NORWEGIAN CRUISE LINE HOLDINGS
-$1.8M
0
-100%
增持
POWL
POWELL INDS INC
+$1.8M
5,126
+60%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$1.8M
38,612
+55%
增持
BBY
BEST BUY CO INC
+$1.7M
58,655
+91%
增持
—
HEWLETT PACKARD ENTERPRISE COM
+$1.7M
172,000
+72%
减持
—
DROPBOX INC CL A
-$1.7M
26,738
-68%
增持
OKE
ONEOK INC
+$1.7M
43,000
+43%
减持
—
NVIDIA CORP
-$1.7M
78,859
-5%
减持
—
AMDCOS LIMITED
-$1.7M
9,292
-67%
清仓
WMT
WAL-MART STORES INC
-$1.7M
0
-100%
减持
BOOT
BOOT BARN HOLDINGS INC
-$1.7M
10,235
-43%
减持
—
UNIVERSAL INSURANCE HOLDINGS I
-$1.6M
23,014
-68%
增持
CVX
CHEVRON CORP
+$1.6M
19,000
+27%
减持
LKQ
LKQ CORP
-$1.6M
42,455
-56%
增持
MSI
MOTOROLA SOLUTIONS INC
+$1.6M
4,493
+403%
清仓
—
HERC HOLDINGS INC
-$1.6M
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHINE
+$1.6M
15,100
+116%
增持
BAC
BANK OF AMERICA CORP
+$1.6M
79,472
+91%
减持
MRCY
MERCURY COMPUTER SYS INC
-$1.6M
19,740
-52%
减持
JNJ
JOHNSON & JOHNSON
-$1.6M
3,006
-73%
增持
PKG
PACKAGING CORP AMER
+$1.6M
17,000
+72%
增持
KLAC
KLA TENCOR CORPORATION
+$1.6M
2,543
+42%
清仓
—
APPFOLIO INC
-$1.6M
0
-100%
增持
—
VERIZON COMMUNICATIONS INC
+$1.6M
85,821
+27%
增持
—
FABRINET
+$1.6M
9,297
+29%
建仓
—
ADTRAN HOLDINGS INC
+$1.5M
123,100
减持
ELV
ANTHEM INC
-$1.5M
2,331
-63%
建仓
WAY
WAYSTAR HOLDING CORP
+$1.5M
62,650
减持
—
UNITEDHEALTH GROUP INC
-$1.5M
2,435
-63%
增持
—
APOGEE THERAPEUTICS INC
+$1.5M
29,968
+121%
清仓
—
ANGIODYNAMICS INC
-$1.5M
0
-100%
增持
HD
HOME DEPOT INC
+$1.5M
12,000
+67%
减持
—
RAYTHEON TECHNOLOGIES CORPORAT
-$1.5M
11,253
-43%
增持
—
SITEONE LANDSCAPE SUPPLY INC
+$1.5M
14,892
+251%
增持
LEN
LENNAR CORP CL A
+$1.4M
38,000
+111%
减持
—
TRAVERE THERAPEUTICS INC
-$1.4M
64,110
-27%
增持
—
TARGET CORP
+$1.4M
31,100
+30%
清仓
—
XOMETRY INC CLASS A COM
-$1.4M
0
-100%
增持
—
NEXTERA ENERGY INC
+$1.4M
37,000
+48%
清仓
—
INNOVIVA INC
-$1.4M
0
-100%
减持
GMED
GLOBUS MEDICAL INC
-$1.4M
7,009
-70%
减持
—
TRANSMISSION HOLDINGS INC
-$1.4M
7,965
-67%
增持
STT
STATE STREET CORPORATION
+$1.4M
19,033
+148%
清仓
—
CALIX NETWORKS INC
-$1.4M
0
-100%
清仓
—
TE CONNECTIVITY PLC
-$1.4M
0
-100%
增持
PEP
PEPSICO INC
+$1.4M
13,786
+161%
减持
CI
CIGNA CORP
-$1.4M
3,144
-61%
清仓
—
COASTAL FINANCIAL CORPORATION
-$1.4M
0
-100%
增持
WMB
WILLIAMS COS INC
+$1.4M
31,016
+113%
减持
—
NETAPP INC
-$1.4M
7,397
-63%
增持
MCD
MCDONALD S CORP
+$1.4M
11,300
+61%
减持
EXLS
EXL SERVICE HLDGS INC
-$1.4M
16,492
-63%
减持
RGEN
REPLIGEN CORP
-$1.4M
16,500
-18%
增持
PFE
PFIZER INC
+$1.4M
144,782
+33%
减持
CCK
CROWN HLDGS INC
-$1.4M
8,454
-60%
减持
—
ZETA GLOBAL HOLDINGS CORP CL A
-$1.4M
69,593
-42%
增持
KO
COCA COLA CO
+$1.4M
52,853
+38%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$1.3M
0
-100%
增持
—
MERCK CO INC
+$1.3M
33,924
+30%
减持
JBTM
JBT MAREL CORPORATION COM
-$1.3M
8,498
-47%
减持
AMZN
AMAZON.COM INC
-$1.3M
38,636
-5%
清仓
—
MAXLINEAR INC
-$1.3M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC CL B
-$1.3M
1,524
-63%
清仓
—
GENEDX HOLDINGS CORP CL A
-$1.3M
0
-100%
增持
MITK
MITEK SYSTEMS INC
+$1.3M
135,517
+187%
减持
—
MATCH GROUP INC
-$1.3M
34,137
-54%
增持
KRYS
KRYSTAL BIOTECH INC
+$1.3M
6,973
+265%
清仓
—
WAYFAIR INC
-$1.3M
0
-100%
清仓
PI
IMPINJ INC EAM INVESTORS LLC N
-$1.3M
0
-100%
增持
—
TRUIST FINL CORP COM
+$1.3M
78,830
+67%
增持
DIOD
DIODES INC
+$1.3M
28,378
+117%
减持
—
EVERCORE PARTNERS INC CL A
-$1.3M
4,535
-42%
建仓
—
MKS INC. COM
+$1.3M
5,605
减持
—
CYTOKINETICS INC
-$1.3M
11,334
-65%
建仓
PIPR
PIPER SANDLER COMPANIES
+$1.3M
16,748
减持
—
IES HOLDINGS INC
+$1.3M
27,456
-9%
清仓
—
ARS PHARMACEUTICALS INC
-$1.3M
0
-100%
清仓
GLDD
GREAT LAKES DREDGE & DOCK CORP
-$1.3M
0
-100%
减持
VIAV
VIAVI SOLUTIONS INC
+$1.3M
112,033
-19%
清仓
ABT
ABBOTT LABORATORIES
-$1.3M
0
-100%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.2M
10,000
+33%
增持
KEY
KEYCORP NEW
+$1.2M
185,000
+55%
减持
CECO
CECO ENVIRONMENTAL CORP
-$1.2M
60,626
-25%
建仓
—
MISTRAS GROUP
+$1.2M
83,945
清仓
THG
HANOVER INSURANCE GROUP INC
-$1.2M
0
-100%
清仓
—
ON HOLDING AG
-$1.2M
0
-100%
增持
—
ORACLE CORP
+$1.2M
29,634
+84%
增持
ADI
ANALOG DEVICES INC
+$1.2M
19,765
+6%
建仓
—
ENLIVEN THERAPEUTICS INC
+$1.2M
31,174
减持
—
ITURAN LOCATION AND CONTROL LT
-$1.2M
5,707
-84%
减持
—
LENDINGCLUB CORP NEW
-$1.2M
46,087
-53%
