Fund HoldingsLegato Capital Management LLC

Total Portfolio Value
$742.18M
Total Bought
$91.93M
Total Sold
$170.01M
Net Transaction
-$78.08M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VSE CORP(VSEC)6,35048,310+41,9605084,2650.57%+3,757
JACOBS SOLUTIONS INC016,923+16,92302,3640.32%+2,364
AUTOMATIC DATA PROCESS08,520+8,52002,0340.27%+2,034
DAILY JOURNAL CORP2,3326,993+4,6618432,7590.37%+1,915
INSMED INC(INSM)045,067+45,06703,0190.41%+3,019
MASCO CORP(MAS)024,837+24,83701,6560.22%+1,656
FTAI AVIATION LTD SHS(FTAI)022,683+22,68302,3420.32%+2,342
FABRINET06,518+6,51801,5960.21%+1,596
AGILYSYS INC(AGYS)073,825+73,82507,6881.04%+7,688
BROADSTONE NET LEASE INC COM(BNL)088,473+88,47301,4040.19%+1,404
KINIKSA PHARMACEUTICALS LTD C066,918+66,91801,2490.17%+1,249
LANTHEUS HOLDINGS INC(LNTH)015,117+15,11701,2140.16%+1,214
ESCO TECHNOLOGIES INC(ESE)011,380+11,38001,1950.16%+1,195
KIRBY CORP(KEX)09,511+9,51101,1390.15%+1,139
MYRIAD GENETICS INC045,916+45,91601,1230.15%+1,123
AMERICAN SUPERCONDUCTOR CORP098,787+98,78702,3110.31%+2,311
PROCEPT BIOROBOTICS CORP COM051,670+51,67003,1570.43%+3,157
TRANSMEDICS GROUP INC(TMDX)013,961+13,96102,1030.28%+2,103
FULTON FINANCIAL CORP(FULT)059,074+59,07401,0030.14%+1,003
ARLO TECHNOLOGIES INC(ARLO)0121,124+121,12401,5790.21%+1,579
AEROVIRONMENT INC05,421+5,42109870.13%+987
BUILDERS FIRSTSOURCE INC(BLDR)015,049+15,04902,0830.28%+2,083
DELCATH SYSTEMS INC NEW0115,463+115,46309660.13%+966
LIGAND PHARMACEUTICALS INC(LGND)014,120+14,12001,1900.16%+1,190
NOVOCURE LTD(NVCR)055,567+55,56709520.13%+952
KENNAMETAL INC(KMT)038,212+38,21209000.12%+900
EMBRAER SA(EMBJ)048,365+48,36501,2480.17%+1,248
AMICUS THERAPEUTICS INC0101,703+101,70301,0090.14%+1,009
HELIOS TECHNOLOGIES INC017,559+17,55908380.11%+838
HERON THERAPEAUTICS INC0239,239+239,23908370.11%+837
INTERFACE INC(TILE)055,448+55,44808140.11%+814
GOODRX HOLDINGS INC CL A0103,187+103,18708050.11%+805
LEMAITRE VASCULAR INC(LMAT)025,336+25,33602,0850.28%+2,085
AMBARELLA INC(AMBA)014,648+14,64807900.11%+790
UNIVERSAL INSURANCE HOLDINGS I042,081+42,08107890.11%+789
REVOLUTION MEDICINES INC(RVMD)020,199+20,19907840.11%+784
EVERQUOTE INC(EVER)037,199+37,19907760.10%+776
ORION ENGINEERED CARBONS SA035,089+35,08907700.10%+770
HALOZYME THERAPEUTICS INC014,613+14,61307650.10%+765
BEL FUSE INC CL B011,603+11,60307570.10%+757
PIPER JAFFRAY COS03,287+3,28707570.10%+757
RXSIGHT INC COM029,800+29,80001,7930.24%+1,793
ZETA GLOBAL HOLDINGS CORP CL A0105,318+105,31801,8590.25%+1,859
PRIMORIS SVCS CORP(PRIM)013,988+13,98806980.09%+698
CONMED CORP(CNMD)09,873+9,87306840.09%+684
INTRA CELLULAR THERAPIES INC024,582+24,58201,6840.23%+1,684
AAON INC07,561+7,56106600.09%+660
STERLING CONSTRUCTION CO(STRL)029,314+29,31403,4690.47%+3,469
ADVANCED ENERGY INDS INC05,913+5,91306430.09%+643
SKYWEST INC(SKYW)13,27118,895+5,6249171,5510.21%+634
PACIRA PHARMACEUTICALS INC(PCRX)30,41652,913+22,4978891,5140.20%+625
STEVEN MADDEN LTD(SHOO)014,632+14,63206190.08%+619
MERUS NV010,403+10,40306160.08%+616
HACKETT GROUP INC028,060+28,06006090.08%+609
PORTLAND GENERAL ELECTRIC CO(POR)048,924+48,92402,1150.29%+2,115
RED VIOLET INC(RDVT)023,435+23,43505950.08%+595
MIRION TECHNOLOGIES INC COM CL0181,968+181,96801,9540.26%+1,954
VERICEL CORPORATION(VCEL)029,190+29,19001,3390.18%+1,339
ARGAN INC120,35391,074-29,2796,0836,6630.90%+580
UPWORK INC(UPWK)053,485+53,48505750.08%+575
BLUEPRINT MEDICINES CORPORATIO05,165+5,16505570.08%+557
NERDWALLET INC CL A038,019+38,01905550.07%+555
UFP TECHNOLOGIES INC(UFPT)38,28338,660+3779,65510,2011.37%+546
OLLIES BARGAIN OUTLET HOLDINGS(OLLI)019,913+19,91301,9550.26%+1,955
UL SOLUTIONS INC CLASS A(ULS)012,650+12,65005340.07%+534
TANDEM DIABETES CARE INC(TNDM)028,870+28,87001,1630.16%+1,163
ARCUTIS BIOTHERAPEUTICS INC(ARQT)056,208+56,20805230.07%+523
ZOETIS INC(ZTS)09,365+9,36501,6240.22%+1,624
COHERENT CORP COM(COHR)33,55835,243+1,6852,0342,5540.34%+519
NELNET INC CL A(NNI)018,018+18,01801,8170.24%+1,817
MA COM TECHNOLOGY SOLUTIONS HO017,553+17,55301,9570.26%+1,957
COHU INC(COHU)015,452+15,45205110.07%+511
MASTEC INC(MTZ)013,409+13,40901,4350.19%+1,435
AXT INC0148,700+148,70005030.07%+503
WINNEBAGO INDUSTRIES(WGO)09,037+9,03704900.07%+490
RESEARCH SOLUTIONS INC0228,782+228,78205830.08%+583
CARPENTER TECHNOLOGY(CRS)04,260+4,26004670.06%+467
ITRON INC(ITRI)11,80615,618+3,8121,0921,5460.21%+453
SITIME CORP(SITM)03,600+3,60004480.06%+448
BGC GROUP INC CL A844,192844,19206,5597,0070.94%+447
FIRST WATCH RESTAURANT GROUP I025,382+25,38204460.06%+446
UNIVERSAL HEALTH RLTY023,987+23,98709390.13%+939
AMERICAN STATES WATER CO027,723+27,72302,0120.27%+2,012
INNOVID CORP COMMON STOCK0236,806+236,80604380.06%+438
LEONARDO DRS INC COM0126,734+126,73403,2330.44%+3,233
STONEX GROUP INC(SNEX)085,809+85,80906,4620.87%+6,462
MONOLITHIC POWER SYSTEMS INC(MPWR)02,961+2,96102,4330.33%+2,433
COMMVAULT SYSTEMS INC(CVLT)06,745+6,74508200.11%+820
GETTY REALTY CORP REIT(GTY)074,563+74,56301,9880.27%+1,988
KRYSTAL BIOTECH INC(KRYS)02,222+2,22204080.05%+408
COLUMBUS MCKINNON CORP011,658+11,65804030.05%+403
INARI MEDICAL INC08,235+8,23503970.05%+397
CORCEPT THERAPEUTICS INC(CORT)024,056+24,05607820.11%+782
AMN HEALTHCARE SVCS INC16,57627,905+11,3291,0361,4300.19%+393
CRINETICS PHARMACEUTICALS INC019,015+19,01508520.11%+852
RED ROCK RESORTS INC012,868+12,86807070.10%+707
UNI-PRESIDENT CHINA HOLDINGS L026,605+26,60503860.05%+386
MAXIMUS INC(MMS)027,983+27,98302,3980.32%+2,398
SILENCE THERAPEUTICS PLC ADS019,800+19,80003760.05%+376
BOOT BARN HOLDINGS INC05,575+5,57507190.10%+719
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