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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 93,651 | $320.2 萬 | 0.00% | −7,984−7.9% | 減碼 |
| Castleark Management LLC | 103,160 | $352.7 萬 | 0.11% | +103,160 | 新進 |
| Lisanti Capital Growth, LLC | 109,975 | $376.0 萬 | 1.04% | +30,920+39.1% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 115,830 | $396.0 萬 | 0.09% | +115,830 | 新進 |
| State of Wisconsin Investment Board | 116,652 | $398.8 萬 | 0.01% | −35,341−23.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 116,923 | $399.8 萬 | 0.00% | −15,192−11.5% | 減碼 |
| Lightrock Netherlands B.V. | 137,752 | $401.4 萬 | 1.10% | −55,000−28.5% | 減碼 |
| Barclays PLC | 117,759 | $402.6 萬 | 0.00% | −6,417−5.2% | 減碼 |
| California State Teachers Retirement System | 118,738 | $406.0 萬 | 0.00% | −36,698−23.6% | 減碼 |
| ExodusPoint Capital Management, LP | 128,830 | $440.5 萬 | 0.05% | +128,830 | 新進 |
| G2 Investment Partners Management LLC | 130,000 | $444.5 萬 | 0.97% | +130,000 | 新進 |
| HRT Financial LP | 130,831 | $447.3 萬 | 0.02% | +130,831 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 148,977 | $509.4 萬 | 0.01% | −8,220−5.2% | 減碼 |
| Susquehanna International Group, LLP | 154,114 | $526.9 萬 | 0.01% | +15,354+11.1% | 加碼 |
| Wells Fargo & Company | 165,489 | $565.8 萬 | 0.00% | +4,451+2.8% | 加碼 |
| Citigroup Inc | 176,538 | $603.6 萬 | 0.00% | +77,524+78.3% | 加碼 |
| Lazard Asset Management LLC | 177,822 | $607.9 萬 | 0.01% | −86,819−32.8% | 減碼 |
| Retirement Systems of Alabama | 200,781 | $686.5 萬 | 0.02% | +668+0.3% | 加碼 |
| Legal & General Group Plc | 202,481 | $692.3 萬 | 0.00% | +6,698+3.4% | 加碼 |
| ArrowMark Colorado Holdings LLC | 227,377 | $777.4 萬 | 0.14% | −60,989−21.1% | 減碼 |
| Peregrine Capital Management LLC | 234,925 | $803.2 萬 | 0.24% | −33,491−12.5% | 減碼 |
| Goldman Sachs Group Inc | 237,561 | $812.2 萬 | 0.00% | +47,647+25.1% | 加碼 |
| Nuveen, LLC | 245,629 | $839.8 萬 | 0.00% | +121,892+98.5% | 加碼 |
| Swiss National Bank | 246,200 | $841.8 萬 | 0.01% | −3,300−1.3% | 減碼 |
| Pier Capital, LLC | 262,153 | $896.3 萬 | 1.37% | −22,614−7.9% | 減碼 |
| Point72 Asset Management, L.P. | 294,555 | $1,007 萬 | 0.02% | +294,555 | 新進 |
| Trillium Asset Management, LLC | 310,829 | $1,063 萬 | 0.29% | −15,763−4.8% | 減碼 |
| Rhumbline Advisers | 329,870 | $1,128 萬 | 0.01% | −393−0.1% | 減碼 |
| Two Sigma Investments, LP | 346,806 | $1,186 萬 | 0.02% | +237,814+218.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 391,104 | $1,345 萬 | 0.02% | −3,468−0.9% | 減碼 |
| S Squared Technology, LLC | 397,451 | $1,359 萬 | 5.73% | 00.0% | 不變 |
| Ameriprise Financial Inc | 417,154 | $1,426 萬 | 0.00% | −86,072−17.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 435,308 | $1,488 萬 | 0.11% | −601,056−58.0% | 減碼 |
| Bank of America Corp | 458,769 | $1,569 萬 | 0.00% | −834,466−64.5% | 減碼 |
| UBS Asset Management Americas Inc | 483,323 | $1,652 萬 | 0.00% | +128,713+36.3% | 加碼 |
| Massachusetts Financial Services Co | 513,045 | $1,754 萬 | 0.01% | −97,122−15.9% | 減碼 |
| First Trust Advisors LP | 576,478 | $1,971 萬 | 0.02% | +29,531+5.4% | 加碼 |
| UBS Group AG | 659,640 | $2,255 萬 | 0.00% | −800,778−54.8% | 減碼 |
| Loomis Sayles & Co L P | 666,361 | $2,278 萬 | 0.03% | −374,221−36.0% | 減碼 |
| Millennium Management LLC | 679,618 | $2,324 萬 | 0.02% | −1,723,360−71.7% | 減碼 |
| Silvercrest Asset Management Group LLC | 690,365 | $2,360 萬 | 0.16% | +31,004+4.7% | 加碼 |
| GW&K Investment Management, LLC | 704,818 | $2,410 萬 | 0.22% | −349,938−33.2% | 減碼 |
| Voya Investment Management LLC | 716,443 | $2,450 萬 | 0.02% | +47,431+7.1% | 加碼 |
| Royal Bank of Canada | 848,511 | $2,901 萬 | 0.01% | +730,588+619.5% | 加碼 |
| Bank of New York Mellon Corp | 1,042,420 | $3,564 萬 | 0.01% | +45,847+4.6% | 加碼 |
| Northern Trust Corp | 1,058,724 | $3,620 萬 | 0.00% | −31,055−2.8% | 減碼 |
| Summit Partners Public Asset Management, LLC | 1,154,000 | $3,946 萬 | 1.54% | −1,117,600−49.2% | 減碼 |
| Charles Schwab Investment Management Inc | 1,239,325 | $4,237 萬 | 0.01% | +72,410+6.2% | 加碼 |
| Neuberger Berman Group LLC | 1,244,415 | $4,255 萬 | 0.03% | +786,645+171.8% | 加碼 |
| Raymond James Financial Inc | 1,255,182 | $4,291 萬 | 0.01% | +261,842+26.4% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 1,287,841 | $4,403 萬 | 0.03% | +7,595+0.6% | 加碼 |
| Segall Bryant & Hamill, LLC | 1,328,254 | $4,541 萬 | 0.64% | +16,728+1.3% | 加碼 |
| Analog Century Management LP | 1,371,590 | $4,689 萬 | 2.75% | −560,580−29.0% | 減碼 |
| Norges Bank | 1,407,943 | $4,814 萬 | 0.01% | +141,895+11.2% | 加碼 |
| Balyasny Asset Management LLC | 1,472,089 | $5,033 萬 | 0.11% | −854,375−36.7% | 減碼 |
| Citadel Advisors LLC | 1,519,408 | $5,195 萬 | 0.05% | −2,814,205−64.9% | 減碼 |
| Morgan Stanley | 2,076,352 | $7,099 萬 | 0.00% | −572,019−21.6% | 減碼 |
| Dimensional Fund Advisors LP | 2,107,804 | $7,207 萬 | 0.02% | +139,725+7.1% | 加碼 |
| Principal Financial Group Inc | 2,157,337 | $7,376 萬 | 0.04% | −258,765−10.7% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 2,177,560 | $7,445 萬 | 0.13% | +69,137+3.3% | 加碼 |
| Frontier Capital Management Co LLC | 2,365,957 | $8,089 萬 | 0.75% | −543,780−18.7% | 減碼 |
| Geode Capital Management, LLC | 2,405,986 | $8,227 萬 | 0.01% | +17,902+0.7% | 加碼 |
| Macquarie Group Ltd | 2,579,328 | $8,819 萬 | 0.11% | −56,686−2.2% | 減碼 |
| Wellington Management Group LLP | 2,636,839 | $9,015 萬 | 0.02% | −612,051−18.8% | 減碼 |
| Alliancebernstein L.P. | 2,759,872 | $9,436 萬 | 0.03% | +1,806,183+189.4% | 加碼 |
| Clearbridge Investments, LLC | 3,163,764 | $1.08 億 | 0.09% | +2,177+0.1% | 加碼 |
| State Street Corp | 5,193,001 | $1.78 億 | 0.01% | +108,402+2.1% | 加碼 |
| Invesco Ltd. | 6,254,575 | $2.14 億 | 0.04% | +1,418,934+29.3% | 加碼 |
| JPMorgan Chase & Co | 8,013,498 | $2.74 億 | 0.02% | −982,308−10.9% | 減碼 |
| BlackRock, Inc. | 11,789,868 | $4.03 億 | 0.01% | +118,310+1.0% | 加碼 |
| Vanguard Group Inc | 14,205,939 | $4.86 億 | 0.01% | +105,922+0.8% | 加碼 |
| Capital Research Global Investors | 15,904,357 | $5.44 億 | 0.11% | +4,841,556+43.8% | 加碼 |
| FMR LLC | 27,247,473 | $9.32 億 | 0.05% | +326,357+1.2% | 加碼 |
| Ecofi Investissements SA | 27,100 | – | – | −34,100−55.7% | 減碼 |
| Activest Wealth Management | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −1,603,200−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −942,702−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −708,968−100.0% | 清倉 |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −530,210−100.0% | 清倉 |
| FIFTHDELTA Ltd | 0 | $0 | 0.00% | −505,600−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −469,589−100.0% | 清倉 |
| Talos Asset Management LP | 0 | $0 | 0.00% | −449,600−100.0% | 清倉 |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −303,672−100.0% | 清倉 |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −249,920−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −232,055−100.0% | 清倉 |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −179,290−100.0% | 清倉 |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −161,253−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −144,303−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −105,698−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −93,404−100.0% | 清倉 |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −93,393−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −87,580−100.0% | 清倉 |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −85,071−100.0% | 清倉 |
| Royce & Associates LP | 0 | $0 | 0.00% | −78,153−100.0% | 清倉 |
| Credit Industriel Et Commercial | 0 | $0 | 0.00% | −56,206−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −46,016−100.0% | 清倉 |
| Groupe la Francaise | 0 | $0 | 0.00% | −37,137−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −34,676−100.0% | 清倉 |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −32,500−100.0% | 清倉 |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −31,956−100.0% | 清倉 |