Allegro Microsystems, Inc.
ALGM- 交易所
- Nasdaq
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0000866291
近 90 天，Allegro Microsystems, Inc. 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 375 家機構在 13F 申報持有，市值合計 $102.3 億；大師中只有Maverick 資本持有。
2026 年第 2 季 13F 持有人
Allegro Microsystems, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 375
- 較 2026 年第 1 季 +58 家
- 持有股數
- 1.48 億
- 較 2026 年第 1 季 +997.4 萬 (+7.2%)
- 總市值
- $102.3 億
- 較 2026 年第 1 季 +$59.1 億 (+136.7%)
- 新進機構
- 101
- 另有 117 家加碼
- 清倉機構
- 43
- 另有 107 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 ALGM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 375 | $102.3 億 |
| 2026 年第 1 季 | 322 | $43.2 億 |
| 2025 年第 4 季 | 294 | $36.1 億 |
| 2025 年第 3 季 | 296 | $41.9 億 |
| 2025 年第 2 季 | 274 | $50.2 億 |
| 2025 年第 1 季 | 292 | $39.8 億 |
| 2024 年第 4 季 | 256 | $31.1 億 |
| 2024 年第 3 季 | 248 | $35.8 億 |
| 2024 年第 2 季 | 268 | $32.9 億 |
| 2024 年第 1 季 | 277 | $31.5 億 |
| 2023 年第 4 季 | 288 | $30.8 億 |
| 2023 年第 3 季 | 312 | $30.1 億 |
| 2023 年第 2 季 | 353 | $44.7 億 |
| 2023 年第 1 季 | 314 | $51.1 億 |
| 2022 年第 4 季 | 219 | $28.9 億 |
| 2022 年第 3 季 | 170 | $19.8 億 |
| 2022 年第 2 季 | 172 | $18.3 億 |
| 2022 年第 1 季 | 173 | $25.4 億 |
| 2021 年第 4 季 | 165 | $31.8 億 |
| 2021 年第 3 季 | 153 | $27.1 億 |
| 2021 年第 2 季 | 128 | $22.2 億 |
| 2021 年第 1 季 | 123 | $19.8 億 |
2026 年第 2 季持有機構
每家機構持有 Allegro Microsystems, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 25,581,021 | $17.8 億 | 0.08% | −1,840,185−6.7% | 減碼 |
| BlackRock, Inc. | 13,889,324 | $9.67 億 | 0.01% | +1,394,456+11.2% | 加碼 |
| Invesco Ltd. | 13,678,393 | $9.52 億 | 0.08% | +4,926,912+56.3% | 加碼 |
| JPMorgan Chase & Co | 12,723,790 | $8.45 億 | 0.05% | +4,071,722+47.1% | 加碼 |
| Capital Research Global Investors | 12,006,396 | $8.36 億 | 0.12% | −429,162−3.5% | 減碼 |
| Vanguard Portfolio Management LLC | 7,668,472 | $5.34 億 | 0.02% | −251,570−3.2% | 減碼 |
| State Street Corp | 5,676,421 | $3.95 億 | 0.01% | +448,317+8.6% | 加碼 |
| Vanguard Capital Management LLC | 5,508,806 | $3.84 億 | 0.01% | +44,088+0.8% | 加碼 |
| Price T Rowe Associates Inc | 3,710,288 | $2.58 億 | 0.03% | +3,596,489+3,160.4% | 加碼 |
| Clearbridge Investments, LLC | 2,946,239 | $2.05 億 | 0.17% | +82,529+2.9% | 加碼 |
| Geode Capital Management, LLC | 2,644,929 | $1.84 億 | 0.01% | +188,109+7.7% | 加碼 |
| Dimensional Fund Advisors LP | 2,123,963 | $1.48 億 | 0.03% | −46,524−2.1% | 減碼 |
| Morgan Stanley | 1,809,335 | $1.26 億 | 0.01% | −465,950−20.5% | 減碼 |
| Loomis Sayles & Co L P | 1,619,931 | $1.13 億 | 0.14% | −54,177−3.2% | 減碼 |
| Goldman Sachs Group Inc | 1,575,057 | $1.10 億 | 0.01% | +137,842+9.6% | 加碼 |
| Principal Financial Group Inc | 1,489,791 | $1.04 億 | 0.05% | −300,675−16.8% | 減碼 |
| Massachusetts Financial Services Co | 1,443,495 | $1.00 億 | 0.03% | +1,374,198+1,983.1% | 加碼 |
| Charles Schwab Investment Management Inc | 1,360,525 | $9,472 萬 | 0.01% | −30,081−2.2% | 減碼 |
| Norges Bank | 1,294,958 | $9,015 萬 | 0.01% | +1,294,958 | 新進 |
| Northern Trust Corp | 1,167,135 | $8,126 萬 | 0.01% | +121,594+11.6% | 加碼 |
| Nomura Asset Management International Inc. | 1,159,503 | $8,073 萬 | 0.12% | −921,138−44.3% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,121,950 | $7,811 萬 | 0.11% | −342,787−23.4% | 減碼 |
| Voya Investment Management LLC | 966,871 | $6,731 萬 | 0.06% | −492,400−33.7% | 減碼 |
| Raymond James Financial Inc | 928,060 | $6,461 萬 | 0.02% | −67,693−6.8% | 減碼 |
| Bank of America Corp | 921,728 | $6,417 萬 | 0.00% | +66,275+7.7% | 加碼 |
| Wellington Management Group LLP | 814,937 | $5,674 萬 | 0.01% | +141,841+21.1% | 加碼 |
| Vanguard Fiduciary Trust Co | 800,030 | $5,570 萬 | 0.01% | +34,144+4.5% | 加碼 |
| UBS Group AG | 780,945 | $5,437 萬 | 0.01% | +345,564+79.4% | 加碼 |
| Nuveen, LLC | 722,645 | $5,031 萬 | 0.01% | −224,857−23.7% | 減碼 |
| Bank of New York Mellon Corp | 716,952 | $4,991 萬 | 0.01% | −26,340−3.5% | 減碼 |
| Kennedy Capital Management, Inc. | 689,668 | $4,801 萬 | 0.85% | −220,371−24.2% | 減碼 |
| First Trust Advisors LP | 684,022 | $4,762 萬 | 0.03% | +269,125+64.9% | 加碼 |
| GW&K Investment Management, LLC | 666,812 | $4,642 萬 | 0.36% | +7,236+1.1% | 加碼 |
| Ameriprise Financial Inc | 608,793 | $4,295 萬 | 0.01% | +249,511+69.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 620,540 | $3,922 萬 | 0.06% | +312,916+101.7% | 加碼 |
| Alliancebernstein L.P. | 1,201,203 | $3,787 萬 | 0.01% | −522,167−30.3% | 減碼 |
| Silvercrest Asset Management Group LLC | 537,082 | $3,739 萬 | 0.25% | −170,809−24.1% | 減碼 |
| Lord, Abbett & Co. LLC | 525,863 | $3,661 萬 | 0.10% | −4,592−0.9% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 517,648 | $3,604 萬 | 0.02% | −43,696−7.8% | 減碼 |
| AQR Capital Management LLC | 493,753 | $3,342 萬 | 0.01% | +148,627+43.1% | 加碼 |
| Aperture Investors, LLC | 443,427 | $3,087 萬 | 3.28% | −266,247−37.5% | 減碼 |
| Braun Stacey Associates Inc | 366,493 | $2,552 萬 | 0.72% | +366,493 | 新進 |
| Two Sigma Investments, LP | 343,994 | $2,395 萬 | 0.02% | −295,847−46.2% | 減碼 |
| Rhumbline Advisers | 333,507 | $2,322 萬 | 0.02% | +25,100+8.1% | 加碼 |
| S Squared Technology, LLC | 332,451 | $2,315 萬 | 7.18% | −125,000−27.3% | 減碼 |
| Segall Bryant & Hamill, LLC | 332,440 | $2,314 萬 | 0.27% | −712,544−68.2% | 減碼 |
| Frontier Capital Management Co LLC | 330,904 | $2,304 萬 | 0.21% | +66,873+25.3% | 加碼 |
| CIBC Bancorp USA Inc. | 327,536 | $2,281 萬 | 0.03% | +327,536 | 新進 |
| Gotham Asset Management, LLC | 325,436 | $2,266 萬 | 0.05% | +13,190+4.2% | 加碼 |
| UBS Asset Management Americas Inc | 323,297 | $2,251 萬 | 0.00% | −21,760−6.3% | 減碼 |
| HRT Financial LP | 316,439 | $2,203 萬 | 0.04% | +54,667+20.9% | 加碼 |
| Russell Investments Group, Ltd. | 272,403 | $1,896 萬 | 0.02% | +176,320+183.5% | 加碼 |
| Balyasny Asset Management LLC | 267,283 | $1,861 萬 | 0.03% | +21,373+8.7% | 加碼 |
| Swiss National Bank | 250,900 | $1,747 萬 | 0.01% | −5,500−2.1% | 減碼 |
| Federated Hermes, Inc. | 237,367 | $1,653 萬 | 0.02% | +227,499+2,305.4% | 加碼 |
| Pier Capital, LLC | 227,777 | $1,586 萬 | 2.10% | +1,211+0.5% | 加碼 |
| Granite Investment Partners, LLC | 215,679 | $1,502 萬 | 0.77% | +215,679 | 新進 |
| Lightrock Netherlands B.V. | 206,490 | $1,438 萬 | 2.84% | −301,500−59.4% | 減碼 |
| Peregrine Capital Management LLC | 200,422 | $1,395 萬 | 0.45% | −59,342−22.8% | 減碼 |
| Granahan Investment Management Inc | 185,461 | $1,291 萬 | 0.46% | −29,540−13.7% | 減碼 |
| Talos Asset Management LP | 182,600 | $1,271 萬 | 1.87% | −310,573−63.0% | 減碼 |
| Susquehanna International Group, LLP | 178,568 | $1,243 萬 | 0.01% | +63,185+54.8% | 加碼 |
| SEI Investments Co | 169,643 | $1,181 萬 | 0.01% | −49,333−22.5% | 減碼 |
| Retirement Systems of Alabama | 169,402 | $1,179 萬 | 0.04% | −23,793−12.3% | 減碼 |
| Quantinno Capital Management LP | 166,217 | $1,157 萬 | 0.01% | +32,315+24.1% | 加碼 |
| Legal & General Group Plc | 164,734 | $1,147 萬 | 0.00% | +630.0% | 加碼 |
| Citigroup Inc | 148,210 | $1,032 萬 | 0.00% | +42,056+39.6% | 加碼 |
| California State Teachers Retirement System | 144,618 | $1,007 萬 | 0.01% | −5,208−3.5% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 143,870 | $1,002 萬 | 0.40% | +143,870 | 新進 |
| Trillium Asset Management, LLC | 143,348 | $998.0 萬 | 0.31% | +15,791+12.4% | 加碼 |
| Castleark Management LLC | 141,900 | $987.9 萬 | 0.27% | −5,520−3.7% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 133,903 | $932.2 萬 | 0.01% | +6,510+5.1% | 加碼 |
| Vanguard Asset Management, Ltd | 119,149 | $829.5 萬 | 0.01% | +3,080+2.7% | 加碼 |
| Royal Bank of Canada | 108,497 | $755.4 萬 | 0.00% | +78,160+257.6% | 加碼 |
| Lisanti Capital Growth, LLC | 107,865 | $751.0 萬 | 1.65% | +107,865 | 新進 |
| State Board of Administration of Florida Retirement System | 96,177 | $669.6 萬 | 0.01% | +3,380+3.6% | 加碼 |
| Man Group plc | 95,101 | $662.1 萬 | 0.01% | −211,248−69.0% | 減碼 |
| Wells Fargo & Company | 94,917 | $660.8 萬 | 0.00% | +21,456+29.2% | 加碼 |
| Edgestream Partners, L.P. | 92,188 | $641.8 萬 | 0.19% | +92,188 | 新進 |
| Manufacturers Life Insurance Company, The | 91,616 | $637.8 萬 | 0.00% | +10,544+13.0% | 加碼 |
| New York State Common Retirement Fund | 89,119 | $620.4 萬 | 0.01% | +42,781+92.3% | 加碼 |
| Deutsche Bank AG | 88,759 | $617.9 萬 | 0.00% | +64,639+268.0% | 加碼 |
| State of Wisconsin Investment Board | 88,089 | $613.3 萬 | 0.01% | −6,864−7.2% | 減碼 |
| Envestnet Asset Management Inc | 85,884 | $597.9 萬 | 0.00% | +40,944+91.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 84,708 | $589.2 萬 | 0.03% | −1,365−1.6% | 減碼 |
| ArrowMark Colorado Holdings LLC | 83,361 | $580.4 萬 | 0.24% | −37,423−31.0% | 減碼 |
| Natixis Advisors, L.P. | 76,653 | $533.6 萬 | 0.01% | +29,273+61.8% | 加碼 |
| LPL Financial LLC | 71,589 | $498.4 萬 | 0.00% | +35,511+98.4% | 加碼 |
| Van Eck Associates Corp | 70,504 | $490.8 萬 | 0.00% | +28,738+68.8% | 加碼 |
| Algert Global LLC | 65,240 | $454.2 萬 | 0.05% | +58,500+868.0% | 加碼 |
| MetLife Investment Management | 64,638 | $450.0 萬 | 0.02% | +3,587+5.9% | 加碼 |
| Holocene Advisors, LP | 63,010 | $438.7 萬 | 0.01% | +63,010 | 新進 |
| State of Tennessee, Treasury Department | 62,389 | $434.4 萬 | 0.01% | −16,848−21.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,148 | $425.7 萬 | 0.01% | +12,544+25.8% | 加碼 |
| Handelsbanken Fonder AB | 59,900 | $417.0 萬 | 0.01% | +19,900+49.8% | 加碼 |
| EAM Investors, LLC | 59,485 | $414.1 萬 | 0.37% | +59,485 | 新進 |
| Guggenheim Capital LLC | 59,349 | $413.2 萬 | 0.03% | +5,659+10.5% | 加碼 |
| Neuberger Berman Group LLC | 59,204 | $412.2 萬 | 0.00% | +1,227+2.1% | 加碼 |
| Amalgamated Bank | 58,401 | $406.6 萬 | 0.03% | +2,605+4.7% | 加碼 |
| Jupiter Topco LLC | 57,329 | $399.1 萬 | 0.00% | +57,329 | 新進 |