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。
2024 年第 1 季 13F 持有人
Allegro Microsystems, Inc. 在 2024/3/31 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
- 277
- 較 2023 年第 4 季 −9 家
- 持有股數
- 1.04 億
- 較 2023 年第 4 季 +765.3 萬 (+7.9%)
- 總市值
- $28.0 億
- 較 2023 年第 4 季 −$1.10 億 (−3.8%)
- 新進機構
- 43
- 另有 105 家加碼
- 清倉機構
- 52
- 另有 93 家減碼
另有 2 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 | $36.0 億 |
| 2025 年第 3 季 | 296 | $39.7 億 |
| 2025 年第 2 季 | 274 | $49.9 億 |
| 2025 年第 1 季 | 292 | $39.6 億 |
| 2024 年第 4 季 | 256 | $31.1 億 |
| 2024 年第 3 季 | 248 | $33.2 億 |
| 2024 年第 2 季 | 268 | $30.3 億 |
| 2024 年第 1 季 | 277 | $28.0 億 |
| 2023 年第 4 季 | 288 | $29.1 億 |
| 2023 年第 3 季 | 312 | $29.9 億 |
| 2023 年第 2 季 | 353 | $44.1 億 |
| 2023 年第 1 季 | 314 | $46.7 億 |
| 2022 年第 4 季 | 219 | $28.9 億 |
| 2022 年第 3 季 | 170 | $19.7 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 | 129 | $22.2 億 |
| 2021 年第 1 季 | 123 | $19.8 億 |
2024 年第 1 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 14,300 | $38.6 萬 | 0.00% | −3,417−19.3% | 減碼 |
| Truist Financial Corp | 14,544 | $39.2 萬 | 0.00% | +14,544 | 新進 |
| HSBC Holdings PLC | 14,674 | $39.6 萬 | 0.00% | −13,984−48.8% | 減碼 |
| Global X Japan Co., Ltd. | 14,716 | $39.7 萬 | 0.08% | +9,783+198.3% | 加碼 |
| MML Investors Services, LLC | 14,894 | $40.2 萬 | 0.00% | +857+6.1% | 加碼 |
| Victory Capital Management Inc | 15,052 | $40.6 萬 | 0.00% | −122−0.8% | 減碼 |
| Axq Capital, LP | 15,299 | $41.2 萬 | 0.10% | +15,299 | 新進 |
| Xponance, Inc. | 15,358 | $41.4 萬 | 0.00% | −735−4.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,807 | $42.6 萬 | 0.00% | +93+0.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 15,938 | $43.0 萬 | 0.01% | +94+0.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 15,964 | $43.0 萬 | 0.01% | 00.0% | 不變 |
| American Century Companies Inc | 16,456 | $44.4 萬 | 0.00% | +669+4.2% | 加碼 |
| State of Michigan Retirement System | 17,500 | $47.2 萬 | 0.00% | +400+2.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 17,697 | $47.7 萬 | 0.01% | −2,442−12.1% | 減碼 |
| Thrivent Financial for Lutherans | 17,907 | $48.3 萬 | 0.00% | +116+0.7% | 加碼 |
| Handelsbanken Fonder AB | 18,500 | $49.9 萬 | 0.00% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 19,378 | $52.2 萬 | 0.00% | +4,001+26.0% | 加碼 |
| BNP Paribas | 19,415 | $52.3 萬 | 0.02% | +19,415 | 新進 |
| Nissay Asset Management Corp | 19,517 | $52.6 萬 | 0.00% | +19,517 | 新進 |
| Scientech Research LLC | 19,557 | $52.7 萬 | 0.28% | +19,557 | 新進 |
| Landscape Capital Management, L.L.C. | 19,687 | $53.1 萬 | 0.05% | +6,520+49.5% | 加碼 |
| Algert Global LLC | 20,300 | $54.7 萬 | 0.02% | −83,271−80.4% | 減碼 |
| Merlin Capital LLC | 20,573 | $55.5 萬 | 1.65% | +312+1.5% | 加碼 |
| Jump Financial, LLC | 20,592 | $55.5 萬 | 0.02% | −20,803−50.3% | 減碼 |
| Louisiana State Employees Retirement System | 20,600 | $55.5 萬 | 0.01% | +600+3.0% | 加碼 |
| CI Private Wealth, LLC | 20,939 | $56.5 萬 | 0.00% | +20,939 | 新進 |
| Hussman Strategic Advisors, Inc. | 21,000 | $56.6 萬 | 0.13% | −42,000−66.7% | 減碼 |
| Cresset Asset Management, LLC | 21,064 | $56.8 萬 | 0.00% | +8,028+61.6% | 加碼 |
| Arizona State Retirement System | 21,159 | $57.0 萬 | 0.00% | −353−1.6% | 減碼 |
| Juncture Wealth Strategies, LLC | 21,620 | $58.3 萬 | 0.25% | +21,620 | 新進 |
| Qsemble Capital Management, LP | 21,641 | $58.3 萬 | 0.13% | +21,641 | 新進 |
| Prelude Capital Management, LLC | 21,737 | $58.6 萬 | 0.04% | +21,737 | 新進 |
| Illinois Municipal Retirement Fund | 22,032 | $59.4 萬 | 0.01% | 00.0% | 不變 |
| M&T Bank Corp | 22,347 | $60.2 萬 | 0.00% | −28,674−56.2% | 減碼 |
| Two Sigma Securities, LLC | 22,687 | $61.2 萬 | 0.03% | +13,264+140.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 22,733 | $61.3 萬 | 0.01% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 22,854 | $61.6 萬 | 0.01% | +22,854 | 新進 |
| Ensign Peak Advisors, Inc | 23,466 | $63.3 萬 | 0.00% | −1,184−4.8% | 減碼 |
| Simplex Trading, LLC | 24,040 | $64.8 萬 | 0.02% | +24,040 | 新進 |
| Pathstone Holdings, LLC | 25,069 | $67.6 萬 | 0.00% | +2,566+11.4% | 加碼 |
| Mackenzie Financial Corp | 26,646 | $71.8 萬 | 0.00% | +19,574+276.8% | 加碼 |
| Bank of Montreal | 23,645 | $75.7 萬 | 0.00% | +23,645 | 新進 |
| Public Employees Retirement System of Ohio | 28,780 | $77.6 萬 | 0.00% | −2,613−8.3% | 減碼 |
| Aquatic Capital Management LLC | 29,000 | $78.2 萬 | 0.03% | +8,600+42.2% | 加碼 |
| Comerica Bank | 29,579 | $79.7 萬 | 0.00% | −642−2.1% | 減碼 |
| Renaissance Technologies LLC | 31,000 | $83.6 萬 | 0.00% | −71,785−69.8% | 減碼 |
| Guggenheim Capital LLC | 31,087 | $83.8 萬 | 0.01% | +2,970+10.6% | 加碼 |
| Calamos Advisors LLC | 31,475 | $84.9 萬 | 0.00% | +12,975+70.1% | 加碼 |
| Yousif Capital Management, LLC | 32,459 | $87.5 萬 | 0.01% | −492−1.5% | 減碼 |
| Alps Advisors Inc | 32,966 | $88.9 萬 | 0.01% | −15,005−31.3% | 減碼 |
| Gotham Asset Management, LLC | 33,252 | $89.6 萬 | 0.01% | +3,026+10.0% | 加碼 |
| Treasurer of the State of North Carolina | 33,477 | $90.3 萬 | 0.00% | +230+0.7% | 加碼 |
| Rockefeller Capital Management L.P. | 33,976 | $91.6 萬 | 0.00% | −32,216−48.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 34,394 | $92.7 萬 | 0.00% | −3,418−9.0% | 減碼 |
| State of Tennessee, Treasury Department | 35,000 | $94.4 萬 | 0.00% | +18,000+105.9% | 加碼 |
| Verition Fund Management LLC | 36,366 | $98.0 萬 | 0.01% | +8,196+29.1% | 加碼 |
| Price T Rowe Associates Inc | 36,818 | $99.3 萬 | 0.00% | +2,353+6.8% | 加碼 |
| Amalgamated Bank | 39,993 | $107.8 萬 | 0.01% | −9,661−19.5% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 40,930 | $110.3 萬 | 0.02% | −6,500−13.7% | 減碼 |
| MetLife Investment Management | 42,420 | $114.4 萬 | 0.01% | −894−2.1% | 減碼 |
| Mutual of America Capital Management LLC | 42,579 | $114.8 萬 | 0.01% | −1,342−3.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 44,656 | $120.4 萬 | 0.00% | +26,766+149.6% | 加碼 |
| Needham Investment Management LLC | 45,000 | $121.3 萬 | 0.11% | 00.0% | 不變 |
| Covea Finance | 45,000 | $121.3 萬 | 0.06% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 45,514 | $122.7 萬 | 0.12% | +31,300+220.2% | 加碼 |
| Sherbrooke Park Advisers LLC | 52,932 | $142.7 萬 | 0.28% | +21,334+67.5% | 加碼 |
| Voya Investment Management LLC | 53,144 | $143.3 萬 | 0.00% | −41,827−44.0% | 減碼 |
| TD Asset Management Inc | 53,400 | $144.0 萬 | 0.00% | +6,600+14.1% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 54,110 | $145.9 萬 | 0.07% | +54,110 | 新進 |
| State Board of Administration of Florida Retirement System | 30,633 | $147.0 萬 | 0.00% | −13,190−30.1% | 減碼 |
| Russell Investments Group, Ltd. | 55,734 | $150.3 萬 | 0.00% | +39,289+238.9% | 加碼 |
| Centiva Capital, LP | 56,854 | $153.3 萬 | 0.09% | +33,413+142.5% | 加碼 |
| Vontobel Holding Ltd. | 56,982 | $153.6 萬 | 0.01% | −18,432−24.4% | 減碼 |
| Susquehanna International Group, LLP | 57,196 | $154.2 萬 | 0.00% | +45,481+388.2% | 加碼 |
| Aurora Investment Counsel | 57,448 | $154.9 萬 | 0.89% | +312+0.5% | 加碼 |
| LPL Financial LLC | 59,064 | $159.2 萬 | 0.00% | +10,398+21.4% | 加碼 |
| Dynamic Technology Lab Private Ltd | 59,123 | $159.4 萬 | 0.17% | +21,705+58.0% | 加碼 |
| Alyeska Investment Group, L.P. | 60,000 | $161.8 萬 | 0.01% | +60,000 | 新進 |
| Texas Permanent School Fund | 62,538 | $168.6 萬 | 0.01% | +1,019+1.7% | 加碼 |
| Citigroup Inc | 69,036 | $186.1 萬 | 0.00% | −11,160−13.9% | 減碼 |
| Jane Street Group, LLC | 74,918 | $202.0 萬 | 0.00% | −50,604−40.3% | 減碼 |
| Kornitzer Capital Management Inc | 75,000 | $202.2 萬 | 0.04% | +75,000 | 新進 |
| California State Teachers Retirement System | 77,639 | $209.3 萬 | 0.00% | −3,842−4.7% | 減碼 |
| Voloridge Investment Management, LLC | 77,669 | $209.4 萬 | 0.01% | −188,255−70.8% | 減碼 |
| Barclays PLC | 78,398 | $211.4 萬 | 0.00% | +11,436+17.1% | 加碼 |
| Credit Suisse AG | 79,796 | $215.1 萬 | 0.00% | 00.0% | 不變 |
| Raymond James & Associates | 80,174 | $216.1 萬 | 0.00% | +21,864+37.5% | 加碼 |
| Walleye Capital LLC | 82,308 | $221.9 萬 | 0.02% | +53,287+183.6% | 加碼 |
| Redwood Investments, LLC | 88,919 | $236.2 萬 | 0.69% | −17,622−16.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 91,566 | $246.9 萬 | 0.01% | 00.0% | 不變 |
| AQR Capital Management LLC | 93,700 | $252.6 萬 | 0.00% | −257,053−73.3% | 減碼 |
| Envestnet Asset Management Inc | 95,068 | $256.3 萬 | 0.00% | +33,039+53.3% | 加碼 |
| American International Group, Inc. | 95,250 | $256.8 萬 | 0.01% | −1,629−1.7% | 減碼 |
| Squarepoint Ops LLC | 102,338 | $275.9 萬 | 0.01% | +94,602+1,222.9% | 加碼 |
| Robbins Farley LLC | 104,384 | $281.4 萬 | 1.55% | +45,378+76.9% | 加碼 |
| Atom Investors LP | 108,038 | $291.3 萬 | 0.37% | −34,294−24.1% | 減碼 |
| Quantinno Capital Management LP | 108,148 | $291.6 萬 | 0.06% | +89,855+491.2% | 加碼 |
| Alliancebernstein L.P. | 108,479 | $292.5 萬 | 0.00% | −782,495−87.8% | 減碼 |
| State of Alaska, Department of Revenue | 109,740 | $295.8 萬 | 0.03% | 00.0% | 不變 |
| Man Group plc | 110,511 | $297.9 萬 | 0.01% | −12,899−10.5% | 減碼 |