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 13F 持有人
Allegro Microsystems, Inc. 在 2025/6/30 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
- 274
- 較 2025 年第 1 季 −15 家
- 持有股數
- 1.46 億
- 較 2025 年第 1 季 −986.8 萬 (−6.3%)
- 總市值
- $49.9 億
- 較 2025 年第 1 季 +$10.7 億 (+27.4%)
- 新進機構
- 53
- 另有 95 家加碼
- 清倉機構
- 68
- 另有 103 家減碼
另有 3 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | $36.0 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 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Amundi | 10,011 | $35.8 萬 | 0.00% | +10,011 | 新進 |
| Commerce Bank | 10,930 | $37.4 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 11,019 | $37.7 萬 | 0.01% | −743−6.3% | 減碼 |
| Wolverine Trading, LLC | 11,087 | $37.9 萬 | 0.01% | −5,346−32.5% | 減碼 |
| Yorktown Management & Research Co Inc | 11,300 | $38.6 萬 | 0.37% | 00.0% | 不變 |
| Prudential Financial Inc | 15,684 | $39.2 萬 | 0.00% | +3,040+24.0% | 加碼 |
| Summit Trail Advisors, LLC | 11,530 | $39.4 萬 | 0.01% | +11,530 | 新進 |
| Russell Investments Group, Ltd. | 11,643 | $39.8 萬 | 0.00% | −848−6.8% | 減碼 |
| Vident Advisory, LLC | 11,823 | $40.4 萬 | 0.00% | +1,742+17.3% | 加碼 |
| Federated Hermes, Inc. | 12,204 | $41.7 萬 | 0.00% | +4,712+62.9% | 加碼 |
| Banque Pictet & Cie SA | 13,389 | $45.8 萬 | 0.00% | −900−6.3% | 減碼 |
| Deutsche Bank AG | 13,906 | $47.5 萬 | 0.00% | −12,426−47.2% | 減碼 |
| Virginia Retirement Systems Et Al | 14,069 | $48.1 萬 | 0.00% | +900+6.8% | 加碼 |
| JustInvest LLC | 14,223 | $48.6 萬 | 0.01% | −12,744−47.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 14,332 | $49.0 萬 | 0.00% | −2,021−12.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,342 | $49.0 萬 | 0.00% | +211+1.5% | 加碼 |
| State of Alaska, Department of Revenue | 14,672 | $50.1 萬 | 0.01% | −390−2.6% | 減碼 |
| Caption Management, LLC | 15,000 | $51.3 萬 | 0.05% | +11,900+383.9% | 加碼 |
| Bank of Montreal | 15,011 | $51.3 萬 | 0.00% | −3,240−17.8% | 減碼 |
| Aigen Investment Management, LP | 16,921 | $57.9 萬 | 0.08% | +16,921 | 新進 |
| Xponance, Inc. | 17,179 | $58.7 萬 | 0.00% | +1,511+9.6% | 加碼 |
| Quantbot Technologies LP | 17,180 | $58.7 萬 | 0.02% | +17,180 | 新進 |
| CI Private Wealth, LLC | 17,239 | $58.9 萬 | 0.00% | +3,685+27.2% | 加碼 |
| Pictet Asset Management Holding SA | 17,400 | $59.5 萬 | 0.00% | −2,606−13.0% | 減碼 |
| Oak Thistle LLC | 17,410 | $59.5 萬 | 0.09% | −41,208−70.3% | 減碼 |
| Circle Wealth Management, LLC | 17,717 | $60.6 萬 | 0.01% | −491−2.7% | 減碼 |
| Lecap Asset Management Ltd | 18,423 | $63.0 萬 | 0.22% | +18,423 | 新進 |
| Creative Planning | 18,592 | $63.6 萬 | 0.00% | −6,227−25.1% | 減碼 |
| SG Americas Securities, LLC | 18,654 | $63.8 萬 | 0.00% | −13,376−41.8% | 減碼 |
| Guggenheim Capital LLC | 18,701 | $63.9 萬 | 0.01% | −2,244−10.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 18,717 | $64.0 萬 | 0.00% | −131,857−87.6% | 減碼 |
| Entropy Technologies, LP | 18,838 | $64.4 萬 | 0.05% | +18,838 | 新進 |
| Bayforest Capital Ltd | 19,000 | $65.0 萬 | 0.28% | +19,000 | 新進 |
| Keybank National Association | 19,415 | $66.4 萬 | 0.00% | +2,290+13.4% | 加碼 |
| Teacher Retirement System of Texas | 19,573 | $66.9 萬 | 0.00% | +745+4.0% | 加碼 |
| Occudo Quantitative Strategies LP | 19,753 | $67.5 萬 | 0.08% | +19,753 | 新進 |
| Pathstone Holdings, LLC | 20,125 | $68.8 萬 | 0.00% | −1,617−7.4% | 減碼 |
| AQR Capital Management LLC | 20,729 | $69.8 萬 | 0.00% | +6,966+50.6% | 加碼 |
| Legato Capital Management LLC | 20,860 | $71.3 萬 | 0.08% | +7,360+54.5% | 加碼 |
| ProShare Advisors LLC | 21,372 | $73.1 萬 | 0.00% | +295+1.4% | 加碼 |
| Advisors Asset Management, Inc. | 22,033 | $75.3 萬 | 0.01% | −639−2.8% | 減碼 |
| Bridgefront Capital, LLC | 22,310 | $76.3 萬 | 0.20% | +22,310 | 新進 |
| Victory Capital Management Inc | 22,435 | $76.7 萬 | 0.00% | −12,281−35.4% | 減碼 |
| Ensign Peak Advisors, Inc | 23,466 | $80.2 萬 | 0.00% | 00.0% | 不變 |
| Synovus Financial Corp | 23,747 | $81.2 萬 | 0.01% | +713+3.1% | 加碼 |
| Ethic Inc. | 23,758 | $81.2 萬 | 0.01% | +4,281+22.0% | 加碼 |
| Picton Mahoney Asset Management | 23,992 | $82.1 萬 | 0.01% | +23,992 | 新進 |
| Sora Investors LLC | 25,000 | $85.5 萬 | 0.08% | +25,000 | 新進 |
| Ameritas Investment Partners, Inc. | 25,382 | $86.8 萬 | 0.03% | −782−3.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 26,737 | $91.4 萬 | 0.02% | +200+0.8% | 加碼 |
| Boothbay Fund Management, LLC | 26,794 | $91.6 萬 | 0.03% | +11,783+78.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 26,883 | $91.9 萬 | 0.00% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 27,500 | $94.0 萬 | 0.00% | +2,600+10.4% | 加碼 |
| Nkcfo LLC | 28,000 | $95.7 萬 | 0.40% | +28,000 | 新進 |
| Alps Advisors Inc | 28,138 | $96.2 萬 | 0.01% | −3,548−11.2% | 減碼 |
| STRS Ohio | 29,122 | $99.6 萬 | 0.00% | +29,122 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 29,188 | $99.8 萬 | 0.02% | +122+0.4% | 加碼 |
| Van Eck Associates Corp | 29,817 | $101.9 萬 | 0.00% | +8,474+39.7% | 加碼 |
| Thrivent Financial for Lutherans | 30,781 | $105.2 萬 | 0.00% | +130+0.4% | 加碼 |
| State of Michigan Retirement System | 31,400 | $107.4 萬 | 0.01% | +100+0.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 31,652 | $108.2 萬 | 0.00% | +961+3.1% | 加碼 |
| New Mexico Educational Retirement Board | 31,881 | $109.0 萬 | 0.04% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,588 | $114.8 萬 | 0.01% | −97,662−74.4% | 減碼 |
| New York State Teachers Retirement System | 33,600 | $114.9 萬 | 0.00% | −200−0.6% | 減碼 |
| Handelsbanken Fonder AB | 34,000 | $116.2 萬 | 0.00% | +2,800+9.0% | 加碼 |
| LPL Financial LLC | 36,095 | $123.4 萬 | 0.00% | −22,875−38.8% | 減碼 |
| Louisiana State Employees Retirement System | 36,800 | $125.8 萬 | 0.02% | +200+0.5% | 加碼 |
| Arizona State Retirement System | 37,608 | $128.6 萬 | 0.01% | +715+1.9% | 加碼 |
| HSBC Holdings PLC | 37,940 | $129.7 萬 | 0.00% | +2,046+5.7% | 加碼 |
| Moody National Bank Trust Division | 38,467 | $131.5 萬 | 0.12% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 38,956 | $133.2 萬 | 0.00% | +2,251+6.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 39,633 | $135.5 萬 | 0.01% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 42,126 | $144.0 萬 | 0.09% | +42,126 | 新進 |
| Natixis Advisors, L.P. | 42,730 | $146.1 萬 | 0.00% | +4,167+10.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,732 | $146.1 萬 | 0.00% | +5,515+14.8% | 加碼 |
| Yousif Capital Management, LLC | 43,651 | $149.2 萬 | 0.02% | −761−1.7% | 減碼 |
| Robeco Schweiz AG | 45,000 | $153.9 萬 | 0.04% | +45,000 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 45,882 | $156.9 萬 | 0.01% | +3,744+8.9% | 加碼 |
| Quantinno Capital Management LP | 46,939 | $160.5 萬 | 0.01% | +7,177+18.0% | 加碼 |
| Needham Investment Management LLC | 50,000 | $170.9 萬 | 0.14% | 00.0% | 不變 |
| Polymer Capital Management (US) LLC | 50,300 | $172.0 萬 | 0.28% | −72,507−59.0% | 減碼 |
| Envestnet Asset Management Inc | 52,656 | $180.0 萬 | 0.00% | −52,310−49.8% | 減碼 |
| Group One Trading, L.P. | 52,861 | $180.7 萬 | 0.06% | +8,576+19.4% | 加碼 |
| New York State Common Retirement Fund | 54,138 | $185.1 萬 | 0.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 57,329 | $196.0 萬 | 0.00% | −269,863−82.5% | 減碼 |
| Treasurer of the State of North Carolina | 57,486 | $196.5 萬 | 0.01% | +3,908+7.3% | 加碼 |
| Verition Fund Management LLC | 58,786 | $201.0 萬 | 0.01% | −56,084−48.8% | 減碼 |
| Amalgamated Bank | 59,267 | $202.6 萬 | 0.02% | −1,027−1.7% | 減碼 |
| Mutual of America Capital Management LLC | 65,011 | $222.3 萬 | 0.02% | −2,272−3.4% | 減碼 |
| Itau Unibanco Holding S.A. | 70,000 | $239.3 萬 | 0.09% | +70,000 | 新進 |
| MetLife Investment Management | 70,267 | $240.2 萬 | 0.01% | −2,081−2.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 72,692 | $248.5 萬 | 0.01% | −4,658−6.0% | 減碼 |
| Kennedy Capital Management, Inc. | 73,395 | $250.9 萬 | 0.06% | −46,055−38.6% | 減碼 |
| Bridgewater Associates, LP | 77,321 | $264.4 萬 | 0.01% | +77,321 | 新進 |
| Comerica Bank | 78,990 | $270.1 萬 | 0.01% | −194,180−71.1% | 減碼 |
| Jain Global LLC | 81,812 | $279.7 萬 | 0.04% | −203,141−71.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 84,583 | $289.2 萬 | 0.01% | +190+0.2% | 加碼 |
| SEI Investments Co | 86,352 | $295.2 萬 | 0.00% | −296,310−77.4% | 減碼 |
| Price T Rowe Associates Inc | 89,327 | $305.5 萬 | 0.00% | +12,038+15.6% | 加碼 |
| State of Tennessee, Treasury Department | 93,365 | $319.2 萬 | 0.01% | 00.0% | 不變 |