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 4 季 13F 持有人
Allegro Microsystems, Inc. 在 2025/12/31 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
- 294
- 較 2025 年第 3 季 +5 家
- 持有股數
- 1.37 億
- 較 2025 年第 3 季 +106.9 萬 (+0.8%)
- 總市值
- $36.0 億
- 較 2025 年第 3 季 −$3.52 億 (−8.9%)
- 新進機構
- 56
- 另有 79 家加碼
- 清倉機構
- 51
- 另有 122 家減碼
另有 7 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 8,809 | $23.6 萬 | 0.00% | −876−9.0% | 減碼 |
| Securian Asset Management, Inc | 9,027 | $23.8 萬 | 0.01% | −258−2.8% | 減碼 |
| Profund Advisors LLC | 9,244 | $24.4 萬 | 0.01% | +288+3.2% | 加碼 |
| Federated Hermes, Inc. | 9,973 | $26.3 萬 | 0.00% | −1,102−10.0% | 減碼 |
| Stifel Financial Corp | 10,050 | $26.5 萬 | 0.00% | +62+0.6% | 加碼 |
| Commerce Bank | 10,255 | $27.1 萬 | 0.00% | −110−1.1% | 減碼 |
| American Century Companies Inc | 10,274 | $27.1 萬 | 0.00% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 10,502 | $27.7 萬 | 0.00% | +1,977+23.2% | 加碼 |
| IMC-Chicago, LLC | 10,618 | $28.0 萬 | 0.00% | −112,219−91.4% | 減碼 |
| State of Wyoming | 10,669 | $28.1 萬 | 0.03% | −5,340−33.4% | 減碼 |
| Banque Pictet & Cie SA | 10,770 | $28.4 萬 | 0.00% | −2,533−19.0% | 減碼 |
| Yorktown Management & Research Co Inc | 11,300 | $29.8 萬 | 0.24% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 11,812 | $31.2 萬 | 0.00% | −3,634−23.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 11,820 | $31.2 萬 | 0.00% | −2,893−19.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,895 | $31.4 萬 | 0.00% | −497−4.0% | 減碼 |
| Cetera Investment Advisers | 11,901 | $31.4 萬 | 0.00% | −3,075−20.5% | 減碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 12,050 | $31.8 萬 | 0.07% | +12,050 | 新進 |
| State of Alaska, Department of Revenue | 12,136 | $32.0 萬 | 0.00% | −1,345−10.0% | 減碼 |
| Teacher Retirement System of Texas | 12,705 | $33.5 萬 | 0.00% | −11,401−47.3% | 減碼 |
| Xponance, Inc. | 12,736 | $33.6 萬 | 0.00% | −2,278−15.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 12,752 | $33.6 萬 | 0.00% | +12,752 | 新進 |
| Inceptionr LLC | 12,939 | $34.1 萬 | 0.09% | +3,057+30.9% | 加碼 |
| Holocene Advisors, LP | 12,962 | $34.2 萬 | 0.00% | +12,962 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 11,081 | $34.9 萬 | 0.00% | +11,081 | 新進 |
| Keybank National Association | 13,565 | $35.8 萬 | 0.00% | −853−5.9% | 減碼 |
| Walleye Trading LLC | 13,875 | $36.6 萬 | 0.01% | −16,050−53.6% | 減碼 |
| Circle Wealth Management, LLC | 14,002 | $36.9 萬 | 0.01% | −3,715−21.0% | 減碼 |
| CWM, LLC | 14,053 | $37.1 萬 | 0.00% | −2,993−17.6% | 減碼 |
| Bank of Montreal | 14,075 | $37.1 萬 | 0.00% | +770+5.8% | 加碼 |
| Vident Advisory, LLC | 14,220 | $37.5 萬 | 0.00% | −49−0.3% | 減碼 |
| JustInvest LLC | 14,268 | $37.6 萬 | 0.00% | +419+3.0% | 加碼 |
| SG Americas Securities, LLC | 14,754 | $38.9 萬 | 0.00% | −11,369−43.5% | 減碼 |
| CI Private Wealth, LLC | 14,457 | $40.8 萬 | 0.00% | +4,423+44.1% | 加碼 |
| Virginia Retirement Systems Et Al | 16,169 | $42.7 萬 | 0.00% | −1,100−6.4% | 減碼 |
| Altfest L J & Co Inc | 16,287 | $43.0 萬 | 0.05% | +16,287 | 新進 |
| Vontobel Holding Ltd. | 16,413 | $43.3 萬 | 0.00% | −1,311−7.4% | 減碼 |
| Rockefeller Capital Management L.P. | 16,876 | $44.5 萬 | 0.00% | +13,918+470.5% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 17,085 | $45.1 萬 | 0.00% | +5,581+48.5% | 加碼 |
| TSG Advice Partners, LLC | 17,167 | $45.3 萬 | 0.07% | +17,167 | 新進 |
| Parallax Volatility Advisers, L.P. | 17,291 | $45.6 萬 | 0.01% | −9,007−34.2% | 減碼 |
| Integrated Wealth Concepts LLC | 17,976 | $47.4 萬 | 0.01% | +17,976 | 新進 |
| Canada Pension Plan Investment Board | 18,000 | $47.5 萬 | 0.00% | +11,800+190.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 18,255 | $48.2 萬 | 0.02% | +18,255 | 新進 |
| Victory Capital Management Inc | 18,721 | $49.4 萬 | 0.00% | +29+0.2% | 加碼 |
| Ethic Inc. | 19,069 | $50.3 萬 | 0.01% | −531−2.7% | 減碼 |
| Deutsche Bank AG | 20,182 | $53.2 萬 | 0.00% | +5,189+34.6% | 加碼 |
| ProShare Advisors LLC | 20,773 | $54.8 萬 | 0.00% | +4,069+24.4% | 加碼 |
| Pictet Asset Management Holding SA | 20,787 | $54.8 萬 | 0.00% | +3,387+19.5% | 加碼 |
| Russell Investments Group, Ltd. | 21,249 | $56.1 萬 | 0.00% | +6,753+46.6% | 加碼 |
| Graham Capital Management, L.P. | 22,533 | $59.4 萬 | 0.02% | +6,197+37.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 22,731 | $60.0 萬 | 0.02% | −509−2.2% | 減碼 |
| Toroso Investments, LLC | 23,135 | $61.0 萬 | 0.00% | +23,135 | 新進 |
| Amundi | 23,256 | $61.3 萬 | 0.00% | +13,214+131.6% | 加碼 |
| Lazard Asset Management LLC | 23,712 | $62.6 萬 | 0.00% | −7,940−25.1% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 23,712 | $62.6 萬 | 0.00% | −7,940−25.1% | 減碼 |
| Advisors Asset Management, Inc. | 23,744 | $62.6 萬 | 0.01% | +1,245+5.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 24,737 | $65.3 萬 | 0.01% | −200−0.8% | 減碼 |
| Prentiss Smith & Co Inc | 25,060 | $66.1 萬 | 0.39% | 00.0% | 不變 |
| Creative Planning | 25,406 | $67.0 萬 | 0.00% | +2,729+12.0% | 加碼 |
| XTX Topco Ltd | 25,638 | $67.6 萬 | 0.02% | −24,720−49.1% | 減碼 |
| Tudor Investment Corp Et Al | 25,665 | $67.7 萬 | 0.00% | +25,665 | 新進 |
| New Mexico Educational Retirement Board | 27,081 | $71.4 萬 | 0.02% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 27,500 | $72.5 萬 | 0.00% | 00.0% | 不變 |
| PEAK6 LLC | 27,542 | $72.7 萬 | 0.02% | +27,542 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 27,750 | $73.2 萬 | 0.01% | +116+0.4% | 加碼 |
| Thrivent Financial for Lutherans | 27,929 | $73.7 萬 | 0.00% | −554−1.9% | 減碼 |
| Bridgefront Capital, LLC | 28,801 | $76.0 萬 | 0.19% | +28,801 | 新進 |
| State of Michigan Retirement System | 29,300 | $77.3 萬 | 0.00% | −200−0.7% | 減碼 |
| Lecap Asset Management Ltd | 29,696 | $78.3 萬 | 0.31% | +29,696 | 新進 |
| Alps Advisors Inc | 29,789 | $78.6 萬 | 0.00% | +806+2.8% | 加碼 |
| Comerica Bank | 29,905 | $78.9 萬 | 0.00% | −2,042−6.4% | 減碼 |
| MML Investors Services, LLC | 30,892 | $81.5 萬 | 0.00% | +30,892 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,037 | $81.9 萬 | 0.00% | −781−2.5% | 減碼 |
| New York State Teachers Retirement System | 32,200 | $84.9 萬 | 0.00% | −100−0.3% | 減碼 |
| Pacer Advisors, Inc. | 32,313 | $85.2 萬 | 0.00% | +16,003+98.1% | 加碼 |
| LPL Financial LLC | 32,473 | $85.7 萬 | 0.00% | −5,037−13.4% | 減碼 |
| Pinnacle Financial Partners, Inc. | 32,476 | $85.7 萬 | 0.01% | +32,476 | 新進 |
| Fox Run Management, L.L.C. | 32,747 | $86.4 萬 | 0.13% | −14,843−31.2% | 減碼 |
| Louisiana State Employees Retirement System | 34,300 | $90.5 萬 | 0.02% | −200−0.6% | 減碼 |
| Entropy Technologies, LP | 35,895 | $94.7 萬 | 0.05% | +35,895 | 新進 |
| Arizona State Retirement System | 36,039 | $95.1 萬 | 0.01% | −2,254−5.9% | 減碼 |
| Intech Investment Management LLC | 36,173 | $95.4 萬 | 0.01% | +36,173 | 新進 |
| Envestnet Asset Management Inc | 36,809 | $97.1 萬 | 0.00% | −574−1.5% | 減碼 |
| Royal Bank of Canada | 37,534 | $99.0 萬 | 0.00% | −604,940−94.2% | 減碼 |
| Public Employees Retirement System of Ohio | 37,893 | $100.0 萬 | 0.00% | −1,354−3.4% | 減碼 |
| Moody National Bank Trust Division | 38,467 | $101.5 萬 | 0.10% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 39,330 | $103.8 萬 | 0.00% | −2,357−5.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 39,633 | $104.5 萬 | 0.01% | 00.0% | 不變 |
| HSBC Holdings PLC | 39,811 | $105.3 萬 | 0.00% | −47,040−54.2% | 減碼 |
| Handelsbanken Fonder AB | 40,000 | $105.5 萬 | 0.00% | 00.0% | 不變 |
| Needham Investment Management LLC | 40,000 | $105.5 萬 | 0.07% | 00.0% | 不變 |
| Sphera Management Technology Funds Ltd | 40,000 | $105.5 萬 | 0.55% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,732 | $112.7 萬 | 0.00% | 00.0% | 不變 |
| Kennedy Capital Management, Inc. | 44,860 | $118.3 萬 | 0.03% | −11,753−20.8% | 減碼 |
| Guggenheim Capital LLC | 45,571 | $120.2 萬 | 0.01% | +25,337+125.2% | 加碼 |
| Yousif Capital Management, LLC | 38,286 | $126.2 萬 | 0.01% | −463−1.2% | 減碼 |
| Qube Research & Technologies Ltd | 48,097 | $126.9 萬 | 0.00% | +48,097 | 新進 |
| New York State Common Retirement Fund | 50,938 | $134.4 萬 | 0.00% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 51,565 | $136.0 萬 | 0.00% | −3,772−6.8% | 減碼 |
| Mutual of America Capital Management LLC | 51,618 | $136.2 萬 | 0.01% | −5,638−9.8% | 減碼 |