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。
2026 年第 1 季 13F 持有人
Allegro Microsystems, Inc. 在 2026/3/31 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
- 322
- 較 2025 年第 4 季 +33 家
- 持有股數
- 1.38 億
- 較 2025 年第 4 季 +1,750 萬 (+14.5%)
- 總市值
- $43.2 億
- 較 2025 年第 4 季 +$11.3 億 (+35.5%)
- 新進機構
- 69
- 另有 126 家加碼
- 清倉機構
- 36
- 另有 86 家減碼
另有 5 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 36,541 | $115.2 萬 | 0.01% | −383,059−91.3% | 減碼 |
| Public Employees Retirement System of Ohio | 36,618 | $115.5 萬 | 0.00% | −1,275−3.4% | 減碼 |
| Tudor Investment Corp Et Al | 37,128 | $117.1 萬 | 0.01% | +11,463+44.7% | 加碼 |
| Jones Financial Companies LLLP | 39,942 | $120.3 萬 | 0.00% | +39,564+10,466.7% | 加碼 |
| Handelsbanken Fonder AB | 40,000 | $126.1 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 40,342 | $127.2 萬 | 0.00% | −47,958−54.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 40,633 | $128.1 萬 | 0.01% | +1,000+2.5% | 加碼 |
| Van Eck Associates Corp | 41,766 | $131.7 萬 | 0.00% | −13,730−24.7% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 42,224 | $133.1 萬 | 0.02% | +42,224 | 新進 |
| ExodusPoint Capital Management, LP | 44,900 | $141.6 萬 | 0.01% | +44,900 | 新進 |
| Envestnet Asset Management Inc | 44,940 | $141.7 萬 | 0.00% | +8,131+22.1% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 45,132 | $142.3 萬 | 0.03% | +45,132 | 新進 |
| New York State Common Retirement Fund | 46,338 | $146.1 萬 | 0.00% | −4,600−9.0% | 減碼 |
| Gsa Capital Partners LLP | 46,767 | $147.5 萬 | 0.09% | +46,767 | 新進 |
| Natixis Advisors, L.P. | 47,380 | $149.4 萬 | 0.00% | +8,050+20.5% | 加碼 |
| Mutual of America Capital Management LLC | 47,575 | $150.0 萬 | 0.02% | −4,043−7.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,604 | $153.2 萬 | 0.00% | +5,872+13.7% | 加碼 |
| Summit Trail Advisors, LLC | 50,223 | $158.4 萬 | 0.02% | −42,283−45.7% | 減碼 |
| Vanguard Global Advisers, LLC | 50,746 | $160.0 萬 | 0.00% | +50,746 | 新進 |
| Boothbay Fund Management, LLC | 51,418 | $162.1 萬 | 0.04% | +51,418 | 新進 |
| Treasurer of the State of North Carolina | 52,687 | $166.1 萬 | 0.01% | +1,122+2.2% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 53,322 | $168.1 萬 | 0.01% | +1,045+2.0% | 加碼 |
| Guggenheim Capital LLC | 53,690 | $169.3 萬 | 0.01% | +8,119+17.8% | 加碼 |
| Summit Partners Public Asset Management, LLC | 54,000 | $170.3 萬 | 0.08% | +54,000 | 新進 |
| Needham Investment Management LLC | 55,000 | $173.4 萬 | 0.09% | +15,000+37.5% | 加碼 |
| BW Gestao de Investimentos Ltda. | 55,000 | $173.4 萬 | 0.08% | +55,000 | 新進 |
| Amalgamated Bank | 55,796 | $175.9 萬 | 0.01% | +1,471+2.7% | 加碼 |
| Sphera Management Technology Funds Ltd | 57,150 | $180.2 萬 | 1.02% | +17,150+42.9% | 加碼 |
| Janus Henderson Group PLC | 57,329 | $180.7 萬 | 0.00% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 57,977 | $182.8 萬 | 0.00% | −61,764−51.6% | 減碼 |
| MetLife Investment Management | 61,051 | $192.5 萬 | 0.01% | +463+0.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 62,022 | $195.6 萬 | 0.01% | −30,906−33.3% | 減碼 |
| Entropy Technologies, LP | 67,719 | $213.5 萬 | 0.10% | +31,824+88.7% | 加碼 |
| XTX Topco Ltd | 68,567 | $216.2 萬 | 0.04% | +42,929+167.4% | 加碼 |
| Massachusetts Financial Services Co | 69,297 | $218.5 萬 | 0.00% | −10,860−13.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 70,956 | $223.7 萬 | 0.00% | −3,410−4.6% | 減碼 |
| Wells Fargo & Company | 73,461 | $231.6 萬 | 0.00% | +8,088+12.4% | 加碼 |
| State of Tennessee, Treasury Department | 79,237 | $249.8 萬 | 0.01% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 81,072 | $255.6 萬 | 0.00% | −1,178−1.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 86,073 | $271.4 萬 | 0.01% | −1,815−2.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 92,797 | $292.6 萬 | 0.01% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 94,953 | $299.4 萬 | 0.01% | −2,656−2.7% | 減碼 |
| Brevan Howard Capital Management LP | 95,099 | $299.8 萬 | 0.03% | +95,099 | 新進 |
| Russell Investments Group, Ltd. | 96,083 | $302.9 萬 | 0.00% | +74,834+352.2% | 加碼 |
| Citigroup Inc | 106,154 | $334.7 萬 | 0.00% | −147−0.1% | 減碼 |
| Price T Rowe Associates Inc | 113,799 | $358.9 萬 | 0.00% | +12,433+12.3% | 加碼 |
| Susquehanna International Group, LLP | 115,383 | $363.8 萬 | 0.00% | −18,897−14.1% | 減碼 |
| Vanguard Asset Management, Ltd | 116,069 | $366.0 萬 | 0.00% | +116,069 | 新進 |
| ArrowMark Colorado Holdings LLC | 120,784 | $380.8 萬 | 0.10% | −18,977−13.6% | 減碼 |
| Canada Pension Plan Investment Board | 122,000 | $384.7 萬 | 0.00% | +104,000+577.8% | 加碼 |
| Renaissance Technologies LLC | 123,900 | $390.7 萬 | 0.01% | −312,300−71.6% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 127,393 | $401.7 萬 | 0.01% | +43,583+52.0% | 加碼 |
| Walleye Capital LLC | 130,668 | $412.0 萬 | 0.03% | +127,063+3,524.6% | 加碼 |
| Trexquant Investment LP | 133,800 | $421.9 萬 | 0.03% | +54,314+68.3% | 加碼 |
| Quantinno Capital Management LP | 133,902 | $422.2 萬 | 0.01% | +68,549+104.9% | 加碼 |
| Trillium Asset Management, LLC | 127,557 | $443.6 萬 | 0.15% | −8,464−6.2% | 減碼 |
| Castleark Management LLC | 147,420 | $464.8 萬 | 0.15% | +147,420 | 新進 |
| California State Teachers Retirement System | 149,826 | $472.4 萬 | 0.00% | +26,828+21.8% | 加碼 |
| Legal & General Group Plc | 164,671 | $519.2 萬 | 0.00% | −20,977−11.3% | 減碼 |
| Roubaix Capital, LLC | 169,993 | $536.0 萬 | 2.50% | +169,993 | 新進 |
| Kettle Hill Capital Management, LLC | 181,531 | $572.4 萬 | 1.43% | +181,531 | 新進 |
| Retirement Systems of Alabama | 193,195 | $609.1 萬 | 0.02% | +3,340+1.8% | 加碼 |
| G2 Investment Partners Management LLC | 208,569 | $657.6 萬 | 1.62% | +208,569 | 新進 |
| Granahan Investment Management Inc | 215,001 | $677.9 萬 | 0.33% | +125,144+139.3% | 加碼 |
| SEI Investments Co | 218,976 | $690.4 萬 | 0.01% | +122,065+126.0% | 加碼 |
| Pier Capital, LLC | 226,566 | $714.4 萬 | 1.18% | −4,618−2.0% | 減碼 |
| Balyasny Asset Management LLC | 245,910 | $775.4 萬 | 0.02% | −564,550−69.7% | 減碼 |
| Swiss National Bank | 256,400 | $808.4 萬 | 0.00% | +1,000+0.4% | 加碼 |
| Peregrine Capital Management LLC | 259,764 | $819.0 萬 | 0.30% | −11,124−4.1% | 減碼 |
| HRT Financial LP | 261,772 | $825.3 萬 | 0.02% | +171,428+189.8% | 加碼 |
| Frontier Capital Management Co LLC | 264,031 | $832.5 萬 | 0.09% | −260,900−49.7% | 減碼 |
| Sirios Capital Management L P | 298,421 | $940.9 萬 | 1.14% | +298,421 | 新進 |
| Man Group plc | 306,349 | $965.9 萬 | 0.02% | −80,756−20.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 308,102 | $971.4 萬 | 0.04% | +308,102 | 新進 |
| Rhumbline Advisers | 308,407 | $972.4 萬 | 0.01% | +8,192+2.7% | 加碼 |
| Gotham Asset Management, LLC | 312,246 | $984.5 萬 | 0.03% | +239,153+327.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 307,624 | $1,024 萬 | 0.02% | −48,402−13.6% | 減碼 |
| AQR Capital Management LLC | 345,126 | $1,034 萬 | 0.00% | +17,153+5.2% | 加碼 |
| UBS Asset Management Americas Inc | 345,057 | $1,088 萬 | 0.00% | +14,348+4.3% | 加碼 |
| Ameriprise Financial Inc | 359,282 | $1,133 萬 | 0.00% | −14,208−3.8% | 減碼 |
| Citadel Advisors LLC | 399,444 | $1,259 萬 | 0.01% | −2,161,076−84.4% | 減碼 |
| First Trust Advisors LP | 414,897 | $1,308 萬 | 0.01% | −34,083−7.6% | 減碼 |
| UBS Group AG | 435,381 | $1,373 萬 | 0.00% | +161,082+58.7% | 加碼 |
| S Squared Technology, LLC | 457,451 | $1,442 萬 | 5.46% | 00.0% | 不變 |
| Talos Asset Management LP | 493,173 | $1,555 萬 | 2.66% | −67,027−12.0% | 減碼 |
| Lightrock Netherlands B.V. | 507,990 | $1,602 萬 | 3.61% | +153,600+43.3% | 加碼 |
| Lord, Abbett & Co. LLC | 530,455 | $1,673 萬 | 0.05% | +530,455 | 新進 |
| T. Rowe Price Investment Management, Inc. | 561,344 | $1,770 萬 | 0.01% | +211,995+60.7% | 加碼 |
| Two Sigma Investments, LP | 639,841 | $2,017 萬 | 0.02% | +328,916+105.8% | 加碼 |
| GW&K Investment Management, LLC | 659,576 | $2,080 萬 | 0.18% | −9,570−1.4% | 減碼 |
| Wellington Management Group LLP | 673,096 | $2,122 萬 | 0.00% | −433,241−39.2% | 減碼 |
| Silvercrest Asset Management Group LLC | 707,891 | $2,232 萬 | 0.16% | +32,188+4.8% | 加碼 |
| Aperture Investors, LLC | 709,674 | $2,238 萬 | 2.83% | +709,674 | 新進 |
| Marshall Wace, LLP | 739,780 | $2,333 萬 | 0.02% | +25,201+3.5% | 加碼 |
| Bank of New York Mellon Corp | 743,292 | $2,344 萬 | 0.00% | −7,294−1.0% | 減碼 |
| Vanguard Fiduciary Trust Co | 765,886 | $2,415 萬 | 0.01% | +765,886 | 新進 |
| Bank of America Corp | 855,453 | $2,697 萬 | 0.00% | +278,798+48.3% | 加碼 |
| Kennedy Capital Management, Inc. | 910,039 | $2,869 萬 | 0.61% | +865,179+1,928.6% | 加碼 |
| Nuveen, LLC | 947,502 | $2,987 萬 | 0.01% | +705,575+291.6% | 加碼 |
| Raymond James Financial Inc | 995,753 | $3,140 萬 | 0.01% | +87,312+9.6% | 加碼 |