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。
2025 年第 1 季 13F 持有人
Allegro Microsystems, Inc. 在 2025/3/31 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
- 292
- 較 2024 年第 4 季 +38 家
- 持有股數
- 1.58 億
- 較 2024 年第 4 季 +1,571 萬 (+11.1%)
- 總市值
- $39.6 億
- 較 2024 年第 4 季 +$8.59 億 (+27.7%)
- 新進機構
- 70
- 另有 105 家加碼
- 清倉機構
- 32
- 另有 82 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 26,921,116 | $6.77 億 | 0.04% | +4,146,625+18.2% | 加碼 |
| Vanguard Group Inc | 14,100,017 | $3.54 億 | 0.01% | +17,070+0.1% | 加碼 |
| BlackRock, Inc. | 11,671,558 | $2.93 億 | 0.01% | −86,050−0.7% | 減碼 |
| Capital Research Global Investors | 11,062,801 | $2.78 億 | 0.06% | +5,294,593+91.8% | 加碼 |
| JPMorgan Chase & Co | 8,995,806 | $2.26 億 | 0.02% | −1,535,701−14.6% | 減碼 |
| State Street Corp | 5,084,599 | $1.28 億 | 0.01% | −792,883−13.5% | 減碼 |
| Invesco Ltd. | 4,835,641 | $1.22 億 | 0.02% | +2,746,880+131.5% | 加碼 |
| Citadel Advisors LLC | 4,333,613 | $1.09 億 | 0.11% | +2,758,171+175.1% | 加碼 |
| Wellington Management Group LLP | 3,248,890 | $8,164 萬 | 0.02% | −744,792−18.6% | 減碼 |
| Clearbridge Investments, LLC | 3,161,587 | $7,945 萬 | 0.07% | −223,410−6.6% | 減碼 |
| Frontier Capital Management Co LLC | 2,909,737 | $7,312 萬 | 0.80% | +2,818,543+3,090.7% | 加碼 |
| Morgan Stanley | 2,648,371 | $6,655 萬 | 0.00% | −8,427−0.3% | 減碼 |
| Macquarie Group Ltd | 2,636,014 | $6,624 萬 | 0.08% | +1,157,239+78.3% | 加碼 |
| Principal Financial Group Inc | 2,416,102 | $6,072 萬 | 0.03% | +144,824+6.4% | 加碼 |
| Millennium Management LLC | 2,402,978 | $6,039 萬 | 0.06% | +1,078,025+81.4% | 加碼 |
| Geode Capital Management, LLC | 2,388,084 | $6,003 萬 | 0.00% | +23,502+1.0% | 加碼 |
| Balyasny Asset Management LLC | 2,326,464 | $5,846 萬 | 0.15% | +1,759,343+310.2% | 加碼 |
| Summit Partners Public Asset Management, LLC | 2,271,600 | $5,709 萬 | 2.74% | +1,377,600+154.1% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 2,108,423 | $5,298 萬 | 0.10% | −625,137−22.9% | 減碼 |
| Dimensional Fund Advisors LP | 1,968,079 | $4,946 萬 | 0.01% | +248,805+14.5% | 加碼 |
| Analog Century Management LP | 1,932,170 | $4,856 萬 | 3.93% | −69,268−3.5% | 減碼 |
| Kodai Capital Management LP | 1,655,806 | $4,161 萬 | 1.65% | +1,655,806 | 新進 |
| Freestone Grove Partners LP | 1,603,200 | $4,029 萬 | 0.42% | +1,230,709+330.4% | 加碼 |
| UBS Group AG | 1,460,418 | $3,670 萬 | 0.01% | +118,718+8.8% | 加碼 |
| Segall Bryant & Hamill, LLC | 1,311,526 | $3,296 萬 | 0.51% | +1,311,526 | 新進 |
| Bank of America Corp | 1,293,235 | $3,250 萬 | 0.00% | +953,785+281.0% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 1,280,246 | $3,217 萬 | 0.02% | −785,633−38.0% | 減碼 |
| Norges Bank | 1,266,048 | $3,182 萬 | 0.00% | +34,282+2.8% | 加碼 |
| Charles Schwab Investment Management Inc | 1,166,915 | $2,932 萬 | 0.01% | +31,568+2.8% | 加碼 |
| Northern Trust Corp | 1,089,779 | $2,739 萬 | 0.00% | +15,346+1.4% | 加碼 |
| GW&K Investment Management, LLC | 1,054,756 | $2,651 萬 | 0.25% | +24,434+2.4% | 加碼 |
| Loomis Sayles & Co L P | 1,040,582 | $2,615 萬 | 0.04% | +167,115+19.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 1,036,364 | $2,604 萬 | 0.18% | −584,524−36.1% | 減碼 |
| Bank of New York Mellon Corp | 996,573 | $2,504 萬 | 0.00% | −63,578−6.0% | 減碼 |
| Raymond James Financial Inc | 993,340 | $2,496 萬 | 0.01% | +300,505+43.4% | 加碼 |
| Alliancebernstein L.P. | 953,689 | $2,397 萬 | 0.01% | +425,516+80.6% | 加碼 |
| Cinctive Capital Management LP | 942,702 | $2,369 萬 | 1.89% | +942,702 | 新進 |
| Paloma Partners Management Co | 708,968 | $1,782 萬 | 3.34% | −1,394,832−66.3% | 減碼 |
| Voya Investment Management LLC | 669,012 | $1,681 萬 | 0.02% | +654,094+4,384.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 659,361 | $1,657 萬 | 0.12% | +21,790+3.4% | 加碼 |
| Massachusetts Financial Services Co | 610,167 | $1,533 萬 | 0.01% | −462,767−43.1% | 減碼 |
| First Trust Advisors LP | 546,947 | $1,374 萬 | 0.01% | −251,104−31.5% | 減碼 |
| Oasis Management Co Ltd. | 530,210 | $1,332 萬 | 4.48% | +530,210 | 新進 |
| FIFTHDELTA Ltd | 505,600 | $1,271 萬 | 3.18% | +505,600 | 新進 |
| Ameriprise Financial Inc | 503,226 | $1,265 萬 | 0.00% | +142,702+39.6% | 加碼 |
| Walleye Capital LLC | 489,300 | $1,230 萬 | 0.14% | −226,143−31.6% | 減碼 |
| Alyeska Investment Group, L.P. | 469,589 | $1,180 萬 | 0.05% | +44,588+10.5% | 加碼 |
| Neuberger Berman Group LLC | 457,770 | $1,150 萬 | 0.01% | +457,770 | 新進 |
| Talos Asset Management LP | 449,600 | $1,130 萬 | 4.79% | −293,544−39.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 394,572 | $1,033 萬 | 0.02% | +371,987+1,647.1% | 加碼 |
| S Squared Technology, LLC | 397,451 | $998.8 萬 | 5.11% | +30,000+8.2% | 加碼 |
| SEI Investments Co | 382,662 | $961.6 萬 | 0.01% | +9,267+2.5% | 加碼 |
| UBS Asset Management Americas Inc | 354,610 | $891.1 萬 | 0.00% | +85,607+31.8% | 加碼 |
| Rhumbline Advisers | 330,263 | $829.9 萬 | 0.01% | +4,428+1.4% | 加碼 |
| Trillium Asset Management, LLC | 326,592 | $820.8 萬 | 0.24% | +69,782+27.2% | 加碼 |
| Janus Henderson Group PLC | 327,192 | $813.3 萬 | 0.00% | +269,863+470.7% | 加碼 |
| Westfield Capital Management Co LP | 303,672 | $763.1 萬 | 0.04% | −1,944,000−86.5% | 減碼 |
| ArrowMark Colorado Holdings LLC | 288,366 | $724.7 萬 | 0.12% | +21,117+7.9% | 加碼 |
| Jain Global LLC | 284,953 | $716.1 萬 | 0.15% | +94,991+50.0% | 加碼 |
| Pier Capital, LLC | 284,767 | $715.6 萬 | 1.20% | −158,054−35.7% | 減碼 |
| Comerica Bank | 273,170 | $686.5 萬 | 0.03% | −376,565−58.0% | 減碼 |
| Peregrine Capital Management LLC | 268,416 | $674.5 萬 | 0.22% | +268,416 | 新進 |
| Lazard Asset Management LLC | 264,641 | $665.0 萬 | 0.01% | −140,061−34.6% | 減碼 |
| Meridiem Capital Partners LP | 249,920 | $628.0 萬 | 0.69% | −900,146−78.3% | 減碼 |
| Swiss National Bank | 249,500 | $627.0 萬 | 0.00% | −3,700−1.5% | 減碼 |
| Polar Asset Management Partners Inc. | 232,055 | $583.2 萬 | 0.19% | −146,649−38.7% | 減碼 |
| Retirement Systems of Alabama | 200,113 | $502.9 萬 | 0.02% | +279+0.1% | 加碼 |
| Legal & General Group Plc | 195,783 | $492.0 萬 | 0.00% | +6,380+3.4% | 加碼 |
| Lightrock Netherlands B.V. | 192,752 | $485.2 萬 | 1.28% | −10,681−5.3% | 減碼 |
| Goldman Sachs Group Inc | 189,914 | $477.3 萬 | 0.00% | −22,100−10.4% | 減碼 |
| Osterweis Capital Management Inc | 179,290 | $450.6 萬 | 0.22% | +179,290 | 新進 |
| Nuveen, LLC | 123,737 | $412.9 萬 | 0.00% | +123,737 | 新進 |
| TIG Advisors, LLC | 161,253 | $405.2 萬 | 0.26% | +161,253 | 新進 |
| Wells Fargo & Company | 161,038 | $404.7 萬 | 0.00% | +23,192+16.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 157,197 | $395.0 萬 | 0.01% | +16,952+12.1% | 加碼 |
| California State Teachers Retirement System | 155,436 | $390.6 萬 | 0.00% | +35,394+29.5% | 加碼 |
| State of Wisconsin Investment Board | 151,993 | $382.0 萬 | 0.01% | +36,158+31.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 150,574 | $378.4 萬 | 0.00% | −488,683−76.4% | 減碼 |
| Corebridge Financial, Inc. | 144,303 | $362.6 萬 | 0.02% | −3,453−2.3% | 減碼 |
| Susquehanna International Group, LLP | 138,760 | $348.7 萬 | 0.01% | +71,227+105.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 132,115 | $332.0 萬 | 0.00% | −124,752−48.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 131,250 | $329.8 萬 | 0.02% | +102,400+354.9% | 加碼 |
| Barclays PLC | 124,176 | $312.1 萬 | 0.00% | −32,149−20.6% | 減碼 |
| Polymer Capital Management (US) LLC | 122,807 | $308.6 萬 | 0.93% | +122,807 | 新進 |
| Kennedy Capital Management, Inc. | 119,450 | $300.2 萬 | 0.07% | −43,316−26.6% | 減碼 |
| Royal Bank of Canada | 117,923 | $296.4 萬 | 0.00% | +48,554+70.0% | 加碼 |
| Verition Fund Management LLC | 114,870 | $288.7 萬 | 0.02% | −4,681−3.9% | 減碼 |
| Two Sigma Investments, LP | 108,992 | $273.9 萬 | 0.01% | −1,325,196−92.4% | 減碼 |
| Jane Street Group, LLC | 105,698 | $265.6 萬 | 0.00% | +64,925+159.2% | 加碼 |
| Envestnet Asset Management Inc | 104,966 | $263.8 萬 | 0.00% | +28,179+36.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 101,635 | $255.4 萬 | 0.00% | −646−0.6% | 減碼 |
| Citigroup Inc | 99,014 | $248.8 萬 | 0.00% | −34,186−25.7% | 減碼 |
| Holocene Advisors, LP | 93,404 | $234.7 萬 | 0.01% | −116,814−55.6% | 減碼 |
| Kettle Hill Capital Management, LLC | 93,393 | $234.7 萬 | 0.64% | −729,608−88.7% | 減碼 |
| State of Tennessee, Treasury Department | 93,365 | $234.6 萬 | 0.01% | 00.0% | 不變 |
| Squarepoint Ops LLC | 87,580 | $220.1 萬 | 0.01% | +74,777+584.1% | 加碼 |
| New Age Alpha Advisors, LLC | 85,071 | $213.8 萬 | 0.10% | −35,552−29.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 84,393 | $212.1 萬 | 0.00% | +4,530+5.7% | 加碼 |
| Lisanti Capital Growth, LLC | 79,055 | $198.7 萬 | 0.59% | +79,055 | 新進 |
| Royce & Associates LP | 78,153 | $196.4 萬 | 0.02% | +78,153 | 新進 |