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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 9,392 | $23.6 萬 | 0.00% | −3,821−28.9% | 減碼 |
| 111 Capital | 9,443 | $23.7 萬 | 0.05% | +9,443 | 新進 |
| Cantor Fitzgerald, L. P. | 9,822 | $24.7 萬 | 0.01% | +9,822 | 新進 |
| Securian Asset Management, Inc | 9,875 | $24.8 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 9,946 | $25.0 萬 | 0.00% | +7,486+304.3% | 加碼 |
| Vident Advisory, LLC | 10,081 | $25.3 萬 | 0.00% | +10,081 | 新進 |
| Prudential Financial Inc | 12,644 | $26.3 萬 | 0.00% | +12,644 | 新進 |
| Fiduciary Trust Co | 10,768 | $27.1 萬 | 0.00% | +10,768 | 新進 |
| Commerce Bank | 10,930 | $27.5 萬 | 0.00% | −110−1.0% | 減碼 |
| Avantax Advisory Services, Inc. | 11,061 | $27.8 萬 | 0.00% | +11,061 | 新進 |
| Yorktown Management & Research Co Inc | 11,300 | $28.4 萬 | 0.31% | 00.0% | 不變 |
| Bailard, Inc. | 11,600 | $29.2 萬 | 0.01% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 11,762 | $29.6 萬 | 0.00% | +11,762 | 新進 |
| Russell Investments Group, Ltd. | 12,491 | $31.4 萬 | 0.00% | +1,892+17.9% | 加碼 |
| AQR Capital Management LLC | 13,763 | $32.5 萬 | 0.00% | +13,763 | 新進 |
| Pacer Advisors, Inc. | 13,043 | $32.8 萬 | 0.00% | −46,323−78.0% | 減碼 |
| Virginia Retirement Systems Et Al | 13,169 | $33.1 萬 | 0.00% | +13,169 | 新進 |
| Legato Capital Management LLC | 13,500 | $33.9 萬 | 0.05% | +13,500 | 新進 |
| CI Private Wealth, LLC | 13,554 | $34.1 萬 | 0.00% | +13,554 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,131 | $35.5 萬 | 0.00% | +14,131 | 新進 |
| Banque Pictet & Cie SA | 14,289 | $35.9 萬 | 0.00% | +14,289 | 新進 |
| Shay Capital LLC | 15,000 | $37.7 萬 | 0.11% | +15,000 | 新進 |
| Boothbay Fund Management, LLC | 15,011 | $37.7 萬 | 0.01% | +4,383+41.2% | 加碼 |
| State of Alaska, Department of Revenue | 15,062 | $37.8 萬 | 0.00% | −45,949−75.3% | 減碼 |
| Xponance, Inc. | 15,668 | $39.4 萬 | 0.00% | +806+5.4% | 加碼 |
| Wolverine Trading, LLC | 16,433 | $40.9 萬 | 0.01% | +16,433 | 新進 |
| The PNC Financial Services Group, Inc. | 16,353 | $41.1 萬 | 0.00% | +1,092+7.2% | 加碼 |
| Keybank National Association | 17,125 | $43.0 萬 | 0.00% | +5,365+45.6% | 加碼 |
| American Century Companies Inc | 17,982 | $45.2 萬 | 0.00% | −760−4.1% | 減碼 |
| Circle Wealth Management, LLC | 18,208 | $45.8 萬 | 0.01% | 00.0% | 不變 |
| Bank of Montreal | 18,251 | $45.9 萬 | 0.00% | +3,846+26.7% | 加碼 |
| Teacher Retirement System of Texas | 18,828 | $47.3 萬 | 0.00% | +18,828 | 新進 |
| Woodline Partners LP | 19,222 | $48.3 萬 | 0.00% | −1,814,483−99.0% | 減碼 |
| Pictet Asset Management Holding SA | 20,006 | $50.3 萬 | 0.00% | +2,353+13.3% | 加碼 |
| Ethic Inc. | 19,477 | $51.0 萬 | 0.01% | +19,477 | 新進 |
| Guggenheim Capital LLC | 20,945 | $52.6 萬 | 0.00% | −7,054−25.2% | 減碼 |
| ProShare Advisors LLC | 21,077 | $53.0 萬 | 0.00% | −2,114−9.1% | 減碼 |
| Van Eck Associates Corp | 21,343 | $53.6 萬 | 0.00% | −955−4.3% | 減碼 |
| Pathstone Holdings, LLC | 21,742 | $54.6 萬 | 0.00% | +2,416+12.5% | 加碼 |
| Prelude Capital Management, LLC | 22,160 | $55.7 萬 | 0.06% | +22,160 | 新進 |
| Advisors Asset Management, Inc. | 22,672 | $57.0 萬 | 0.01% | +3,523+18.4% | 加碼 |
| Synovus Financial Corp | 23,034 | $57.9 萬 | 0.01% | +23,034 | 新進 |
| Ensign Peak Advisors, Inc | 23,466 | $59.0 萬 | 0.00% | 00.0% | 不變 |
| ClearAlpha Technologies LP | 24,000 | $60.3 萬 | 0.54% | +24,000 | 新進 |
| Creative Planning | 24,819 | $62.4 萬 | 0.00% | +14,070+130.9% | 加碼 |
| KLP Kapitalforvaltning AS | 24,900 | $62.6 萬 | 0.00% | −2,700−9.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 26,164 | $65.8 萬 | 0.02% | 00.0% | 不變 |
| Deutsche Bank AG | 26,332 | $66.2 萬 | 0.00% | +95+0.4% | 加碼 |
| Simplex Trading, LLC | 26,468 | $66.5 萬 | 0.02% | +26,468 | 新進 |
| Oregon Public Employees Retirement Fund | 26,537 | $66.7 萬 | 0.01% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 26,883 | $66.8 萬 | 0.00% | +4,185+18.4% | 加碼 |
| JustInvest LLC | 26,967 | $67.8 萬 | 0.01% | +9,322+52.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 29,066 | $73.0 萬 | 0.01% | +33+0.1% | 加碼 |
| Bryce Point Capital, LLC | 29,971 | $75.4 萬 | 0.57% | −36,183−54.7% | 減碼 |
| Thrivent Financial for Lutherans | 30,651 | $77.0 萬 | 0.00% | −85−0.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 30,691 | $77.1 萬 | 0.00% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 31,200 | $78.4 萬 | 0.00% | −5,200−14.3% | 減碼 |
| State of Michigan Retirement System | 31,300 | $78.7 萬 | 0.00% | +400+1.3% | 加碼 |
| Alps Advisors Inc | 31,686 | $79.6 萬 | 0.00% | −11,685−26.9% | 減碼 |
| New Mexico Educational Retirement Board | 31,881 | $80.1 萬 | 0.03% | 00.0% | 不變 |
| Granahan Investment Management Inc | 31,956 | $80.3 萬 | 0.04% | −169,861−84.2% | 減碼 |
| SG Americas Securities, LLC | 32,030 | $80.5 萬 | 0.00% | +32,030 | 新進 |
| Ardsley Advisory Partners LP | 32,500 | $81.7 萬 | 0.19% | +32,500 | 新進 |
| New York State Teachers Retirement System | 33,800 | $84.9 萬 | 0.00% | +10,900+47.6% | 加碼 |
| IMC-Chicago, LLC | 34,676 | $87.1 萬 | 0.03% | +34,676 | 新進 |
| Victory Capital Management Inc | 34,716 | $87.2 萬 | 0.00% | −4,820−12.2% | 減碼 |
| Groupe la Francaise | 37,137 | $87.8 萬 | 0.02% | +37,137 | 新進 |
| HSBC Holdings PLC | 35,894 | $90.2 萬 | 0.00% | −17,999−33.4% | 減碼 |
| Louisiana State Employees Retirement System | 36,600 | $92.0 萬 | 0.02% | +300+0.8% | 加碼 |
| Public Employees Retirement System of Ohio | 36,705 | $92.2 萬 | 0.00% | −5,980−14.0% | 減碼 |
| Arizona State Retirement System | 36,893 | $92.7 萬 | 0.01% | −400−1.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,217 | $93.5 萬 | 0.00% | +4,366+13.3% | 加碼 |
| Moody National Bank Trust Division | 38,467 | $96.7 萬 | 0.10% | +38,467 | 新進 |
| Natixis Advisors, L.P. | 38,563 | $96.9 萬 | 0.00% | +12,392+47.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 39,633 | $99.6 萬 | 0.01% | +16,900+74.3% | 加碼 |
| Quantinno Capital Management LP | 39,762 | $99.9 萬 | 0.01% | +21,751+120.8% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 42,138 | $105.9 萬 | 0.01% | −2,953−6.5% | 減碼 |
| Group One Trading, L.P. | 44,285 | $111.3 萬 | 0.05% | +9,385+26.9% | 加碼 |
| Yousif Capital Management, LLC | 44,412 | $111.6 萬 | 0.01% | −1,236−2.7% | 減碼 |
| Atom Investors LP | 46,016 | $115.6 萬 | 0.14% | −18,700−28.9% | 減碼 |
| Needham Investment Management LLC | 50,000 | $125.7 萬 | 0.12% | −40,000−44.4% | 減碼 |
| Ecofi Investissements SA | 61,200 | $131.5 萬 | 0.84% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 53,578 | $134.6 萬 | 0.01% | −430−0.8% | 減碼 |
| New York State Common Retirement Fund | 54,138 | $136.0 萬 | 0.00% | −338,157−86.2% | 減碼 |
| Credit Industriel Et Commercial | 56,206 | $141.2 萬 | 0.26% | +56,206 | 新進 |
| Oak Thistle LLC | 58,618 | $147.3 萬 | 0.30% | +28,930+97.4% | 加碼 |
| LPL Financial LLC | 58,970 | $148.2 萬 | 0.00% | +19,471+49.3% | 加碼 |
| Amalgamated Bank | 60,294 | $151.5 萬 | 0.01% | −1,503−2.4% | 減碼 |
| Mutual of America Capital Management LLC | 67,283 | $169.1 萬 | 0.02% | −1,722−2.5% | 減碼 |
| MetLife Investment Management | 72,348 | $181.8 萬 | 0.01% | −1,150−1.6% | 減碼 |
| Price T Rowe Associates Inc | 77,289 | $194.3 萬 | 0.00% | −2,175−2.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 77,350 | $194.4 萬 | 0.01% | +77,350 | 新進 |
| Royce & Associates LP | 78,153 | $196.4 萬 | 0.02% | +78,153 | 新進 |
| Lisanti Capital Growth, LLC | 79,055 | $198.7 萬 | 0.59% | +79,055 | 新進 |
| State Board of Administration of Florida Retirement System | 84,393 | $212.1 萬 | 0.00% | +4,530+5.7% | 加碼 |
| New Age Alpha Advisors, LLC | 85,071 | $213.8 萬 | 0.10% | −35,552−29.5% | 減碼 |
| Squarepoint Ops LLC | 87,580 | $220.1 萬 | 0.01% | +74,777+584.1% | 加碼 |
| State of Tennessee, Treasury Department | 93,365 | $234.6 萬 | 0.01% | 00.0% | 不變 |
| Kettle Hill Capital Management, LLC | 93,393 | $234.7 萬 | 0.64% | −729,608−88.7% | 減碼 |
| Holocene Advisors, LP | 93,404 | $234.7 萬 | 0.01% | −116,814−55.6% | 減碼 |