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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 2 季與 2025 年第 1 季比較

持有 Allegro Microsystems, Inc. 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

ALGM 的 13F 持有人：2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數2923274−15
股數1.58 億165.6 萬1.46 億−986.8 萬 (−6.3%)
市值$39.6 億$4,163 萬$49.9 億+$10.7 億 (+27.4%)

3 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（53 家）

2025 年第 2 季季末持有 Allegro Microsystems, Inc.、2025 年第 1 季季末沒有持有的機構。

2025 年第 2 季新進 ALGM 的機構
機構股數市值佔組合 %
Point72 Asset Management, L.P.294,555$1,007 萬0.02%
HRT Financial LP130,831$447.3 萬0.02%
G2 Investment Partners Management LLC130,000$444.5 萬0.97%
ExodusPoint Capital Management, LP128,830$440.5 萬0.05%
Susquehanna Portfolio Strategies, LLC115,830$396.0 萬0.09%
Castleark Management LLC103,160$352.7 萬0.11%
Bridgewater Associates, LP77,321$264.4 萬0.01%
Itau Unibanco Holding S.A.70,000$239.3 萬0.09%
Robeco Schweiz AG45,000$153.9 萬0.04%
Campbell & CO Investment Adviser LLC42,126$144.0 萬0.09%
STRS Ohio29,122$99.6 萬0.00%
Nkcfo LLC28,000$95.7 萬0.40%
Sora Investors LLC25,000$85.5 萬0.08%
Picton Mahoney Asset Management23,992$82.1 萬0.01%
Bridgefront Capital, LLC22,310$76.3 萬0.20%
Occudo Quantitative Strategies LP19,753$67.5 萬0.08%
Bayforest Capital Ltd19,000$65.0 萬0.28%
Entropy Technologies, LP18,838$64.4 萬0.05%
Lecap Asset Management Ltd18,423$63.0 萬0.22%
Quantbot Technologies LP17,180$58.7 萬0.02%
Aigen Investment Management, LP16,921$57.9 萬0.08%
Summit Trail Advisors, LLC11,530$39.4 萬0.01%
Amundi10,011$35.8 萬0.00%
Readystate Asset Management LP9,486$32.4 萬0.01%
XTX Topco Ltd9,451$32.3 萬0.01%
Gotham Asset Management, LLC8,350$28.5 萬0.00%
Quest Partners LLC7,758$26.5 萬0.03%
Johnson Investment Counsel Inc7,659$26.2 萬0.00%
Claret Asset Management Corp6,805$23.3 萬0.03%
Maryland State Retirement & Pension System6,797$23.2 萬0.01%
Everence Capital Management Inc6,590$22.5 萬0.01%
Utah Retirement Systems6,505$22.2 萬0.00%
CIBC Asset Management Inc6,132$21.0 萬0.00%
Graham Capital Management, L.P.6,047$20.7 萬0.01%
Newbridge Financial Services Group, Inc.5,000$17.1 萬0.03%
Wexford Capital LP4,070$13.9 萬0.04%
LGT Financial Advisors LLC157$5,3680.01%
Twin Peaks Wealth Advisors, LLC148$4,7200.00%
Global Retirement Partners, LLC121$4,1370.00%
GeoWealth Management, LLC108$3,6930.00%
MAI Capital Management70$2,3940.00%
Kilter Group LLC64$2,1890.00%
Ronald Blue Trust, Inc.46$1,5730.00%
Cullen/Frost Bankers, Inc.37$1,2650.00%
Fortitude Family Office, LLC35$1,1970.00%
Bogart Wealth, LLC23$7860.00%
Versant Capital Management, Inc20$6840.00%
Cromwell Holdings LLC19$6500.00%
Kayne Anderson Rudnick Investment Management LLC9$3080.00%
CIBC Private Wealth Group, LLC9$3080.00%
IMA Wealth, Inc.8$2740.00%
Creative Financial Designs Inc5$1710.00%
Atlantic Union Bankshares Corp5$1710.00%

清倉機構（68 家）

2025 年第 1 季季末持有 Allegro Microsystems, Inc.、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 ALGM 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Freestone Grove Partners LP1,603,200$4,029 萬
Cinctive Capital Management LP942,702$2,369 萬
Paloma Partners Management Co708,968$1,782 萬
Oasis Management Co Ltd.530,210$1,332 萬
FIFTHDELTA Ltd505,600$1,271 萬
Alyeska Investment Group, L.P.469,589$1,180 萬
Talos Asset Management LP449,600$1,130 萬
Westfield Capital Management Co LP303,672$763.1 萬
Meridiem Capital Partners LP249,920$628.0 萬
Polar Asset Management Partners Inc.232,055$583.2 萬
Osterweis Capital Management Inc179,290$450.6 萬
TIG Advisors, LLC161,253$405.2 萬
Corebridge Financial, Inc.144,303$362.6 萬
Jane Street Group, LLC105,698$265.6 萬
Holocene Advisors, LP93,404$234.7 萬
Kettle Hill Capital Management, LLC93,393$234.7 萬
Squarepoint Ops LLC87,580$220.1 萬
New Age Alpha Advisors, LLC85,071$213.8 萬
Royce & Associates LP78,153$196.4 萬
Credit Industriel Et Commercial56,206$141.2 萬
Atom Investors LP46,016$115.6 萬
Groupe la Francaise37,137$87.8 萬
IMC-Chicago, LLC34,676$87.1 萬
Ardsley Advisory Partners LP32,500$81.7 萬
Granahan Investment Management Inc31,956$80.3 萬
Bryce Point Capital, LLC29,971$75.4 萬
Simplex Trading, LLC26,468$66.5 萬
ClearAlpha Technologies LP24,000$60.3 萬
Prelude Capital Management, LLC22,160$55.7 萬
Woodline Partners LP19,222$48.3 萬
Shay Capital LLC15,000$37.7 萬
Pacer Advisors, Inc.13,043$32.8 萬
Bailard, Inc.11,600$29.2 萬
Fiduciary Trust Co10,768$27.1 萬
Cantor Fitzgerald, L. P.9,822$24.7 萬
111 Capital9,443$23.7 萬
Cetera Investment Advisers9,392$23.6 萬
Cresset Asset Management, LLC8,058$20.2 萬
West Tower Group, LLC8,000$20.1 萬
DekaBank Deutsche Girozentrale2,909$7.10 萬
Coldstream Capital Management Inc2,730$6.86 萬
Quent Capital, LLC1,023$2.57 萬
Quadrant Capital Group LLC935$2.35 萬
Riverview Trust Co808$2.03 萬
Cloud Capital Management, LLC513$1.20 萬
Larson Financial Group LLC190$4,775
Sachetta, LLC137$3,443
Mather Group, LLC.125$3,141
Boston Private Wealth LLC125$3,141
Hexagon Capital Partners LLC65$1,633
St. Johns Investment Management Company, LLC50$1,257
Northwestern Mutual Wealth Management Co41$1,030
Golden State Wealth Management, LLC33$829
Private Wealth Management Group, LLC25$629
Smartleaf Asset Management LLC25$621
Riggs Asset Managment Co. Inc.21$528
CVA Family Office, LLC20$503
Hughes Financial Services, LLC18$471
TD Capital Management LLC12$302
Global Financial Private Client, LLC10$251
Highline Wealth Partners LLC8$201
True Wealth Design, LLC5$126
DiNuzzo Private Wealth, Inc.4$101
Bay Harbor Wealth Management, LLC3$75
Activest Wealth Management3$75
JFS Wealth Advisors, LLC1$26
HFM Investment Advisors, LLC1$26
Hemington Wealth Management24$0

尚未申報 2025 年第 2 季的機構（3 家）

2025 年第 1 季季末持有 Allegro Microsystems, Inc.、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 1 季持有 ALGM、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Kodai Capital Management LP1,655,806$4,161 萬
Lindbrook Capital, LLC677$1.70 萬
Sandy Spring Bank5$126