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 2 季 13F 持有人
Allegro Microsystems, Inc. 在 2026/6/30 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
- 375
- 較 2026 年第 1 季 +58 家
- 持有股數
- 1.48 億
- 較 2026 年第 1 季 +997.4 萬 (+7.2%)
- 總市值
- $102.3 億
- 較 2026 年第 1 季 +$59.1 億 (+136.7%)
- 新進機構
- 101
- 另有 117 家加碼
- 清倉機構
- 43
- 另有 107 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 14,339 | $99.8 萬 | 0.00% | −893−5.9% | 減碼 |
| Pacer Advisors, Inc. | 14,748 | $102.7 萬 | 0.00% | −4,996−25.3% | 減碼 |
| ExodusPoint Capital Management, LP | 15,279 | $106.4 萬 | 0.01% | −29,621−66.0% | 減碼 |
| Sig Brokerage, LP | 15,306 | $106.6 萬 | 0.17% | +15,306 | 新進 |
| Alps Advisors Inc | 15,476 | $107.7 萬 | 0.01% | −7,116−31.5% | 減碼 |
| Commerce Bank | 15,646 | $108.9 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 16,456 | $114.6 萬 | 0.00% | +2,507+18.0% | 加碼 |
| Toroso Investments, LLC | 16,729 | $116.5 萬 | 0.00% | −11,733−41.2% | 減碼 |
| Csenge Advisory Group | 17,210 | $119.8 萬 | 0.05% | +17,210 | 新進 |
| IMC-Chicago, LLC | 17,227 | $119.9 萬 | 0.01% | +17,227 | 新進 |
| JustInvest LLC | 17,438 | $121.4 萬 | 0.01% | +1,940+12.5% | 加碼 |
| Barclays PLC | 17,736 | $123.5 萬 | 0.00% | −22,606−56.0% | 減碼 |
| Rockefeller Capital Management L.P. | 17,975 | $125.1 萬 | 0.00% | +851+5.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 18,094 | $126.0 萬 | 0.03% | +12,378+216.6% | 加碼 |
| Vontobel Holding Ltd. | 18,267 | $127.2 萬 | 0.00% | −1,065−5.5% | 減碼 |
| CI Private Wealth, LLC | 19,425 | $135.2 萬 | 0.00% | +5,526+39.8% | 加碼 |
| Pictet Asset Management Holding SA | 19,570 | $136.2 萬 | 0.00% | −2,807−12.5% | 減碼 |
| Circle Wealth Management, LLC | 19,735 | $137.4 萬 | 0.02% | −79−0.4% | 減碼 |
| Victory Capital Management Inc | 20,176 | $140.5 萬 | 0.00% | +362+1.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 20,813 | $144.9 萬 | 0.01% | +2,018+10.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 20,888 | $145.4 萬 | 0.00% | +114+0.5% | 加碼 |
| TriaGen Wealth Management LLC | 21,186 | $147.5 萬 | 0.37% | +21,186 | 新進 |
| Ethic Inc. | 22,295 | $155.2 萬 | 0.02% | +3,673+19.7% | 加碼 |
| Intech Investment Management LLC | 22,670 | $157.8 萬 | 0.01% | +22,670 | 新進 |
| Ameritas Investment Partners, Inc. | 22,847 | $159.1 萬 | 0.04% | +116+0.5% | 加碼 |
| American Century Companies Inc | 23,247 | $161.8 萬 | 0.00% | +7,649+49.0% | 加碼 |
| Sirios Capital Management L P | 23,438 | $163.2 萬 | 0.20% | −274,983−92.1% | 減碼 |
| Virginia Retirement Systems Et Al | 23,469 | $163.4 萬 | 0.01% | +8,400+55.7% | 加碼 |
| Lazard Asset Management LLC | 23,712 | $165.1 萬 | 0.00% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 23,712 | $165.1 萬 | 0.00% | 00.0% | 不變 |
| Prentiss Smith & Co Inc | 23,960 | $166.8 萬 | 0.92% | −325−1.3% | 減碼 |
| Advisors Asset Management, Inc. | 25,476 | $177.4 萬 | 0.03% | +872+3.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 25,637 | $178.5 萬 | 0.02% | +200+0.8% | 加碼 |
| Prudential Financial Inc | 25,795 | $179.6 萬 | 0.00% | +18,400+248.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 26,357 | $183.5 萬 | 0.00% | +26,357 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,785 | $186.5 萬 | 0.00% | −4,078−13.2% | 減碼 |
| Jacobs Levy Equity Management, Inc | 26,833 | $186.8 萬 | 0.01% | −281,269−91.3% | 減碼 |
| HSBC Holdings PLC | 26,862 | $187.0 萬 | 0.00% | +8,507+46.3% | 加碼 |
| New Mexico Educational Retirement Board | 27,081 | $188.5 萬 | 0.05% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 27,568 | $191.9 萬 | 0.00% | −403−1.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 27,925 | $194.4 萬 | 0.02% | +113+0.4% | 加碼 |
| Xponance, Inc. | 27,992 | $194.9 萬 | 0.01% | +11,655+71.3% | 加碼 |
| KLP Kapitalforvaltning AS | 28,500 | $198.4 萬 | 0.01% | 00.0% | 不變 |
| State of Michigan Retirement System | 29,000 | $201.9 萬 | 0.01% | −900−3.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,721 | $206.9 萬 | 0.01% | −1,384−4.4% | 減碼 |
| Pathstone Holdings, LLC | 29,838 | $207.7 萬 | 0.01% | +5,484+22.5% | 加碼 |
| Fifth Third Bancorp | 30,449 | $212.0 萬 | 0.00% | +1,386+4.8% | 加碼 |
| SG Americas Securities, LLC | 31,235 | $217.5 萬 | 0.00% | +25,990+495.5% | 加碼 |
| New York State Teachers Retirement System | 32,200 | $224.2 萬 | 0.00% | +4,022+14.3% | 加碼 |
| State of Wyoming | 32,269 | $224.7 萬 | 0.23% | +18,435+133.3% | 加碼 |
| Vanguard Investments Australia, Ltd. | 32,878 | $228.9 萬 | 0.01% | +1,036+3.3% | 加碼 |
| BW Gestao de Investimentos Ltda. | 34,106 | $237.4 萬 | 0.06% | −20,894−38.0% | 減碼 |
| Yousif Capital Management, LLC | 34,160 | $237.8 萬 | 0.03% | −2,083−5.7% | 減碼 |
| Arizona State Retirement System | 34,511 | $240.3 萬 | 0.01% | −1,082−3.0% | 減碼 |
| Public Employees Retirement System of Ohio | 36,089 | $251.3 萬 | 0.01% | −529−1.4% | 減碼 |
| Louisiana State Employees Retirement System | 36,300 | $252.7 萬 | 0.04% | +300+0.8% | 加碼 |
| Gateway Investment Advisers LLC | 37,110 | $258.4 萬 | 0.03% | +37,110 | 新進 |
| Cetera Investment Advisers | 39,149 | $272.6 萬 | 0.00% | +27,493+235.9% | 加碼 |
| Legato Capital Management LLC | 39,195 | $272.9 萬 | 0.23% | +39,195 | 新進 |
| Creative Planning | 39,966 | $278.2 萬 | 0.00% | +7,412+22.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 40,441 | $281.6 萬 | 0.01% | −21,581−34.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 40,633 | $282.9 萬 | 0.02% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 41,752 | $290.7 萬 | 0.04% | −8,471−16.9% | 減碼 |
| Stifel Financial Corp | 42,037 | $292.7 萬 | 0.00% | +42,037 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43,188 | $300.7 萬 | 0.00% | −27,768−39.1% | 減碼 |
| Canada Pension Plan Investment Board | 44,000 | $306.3 萬 | 0.00% | −78,000−63.9% | 減碼 |
| Mutual of America Capital Management LLC | 46,126 | $321.1 萬 | 0.03% | −1,449−3.0% | 減碼 |
| Sphera Management Technology Funds Ltd | 47,550 | $331.0 萬 | 1.16% | −9,600−16.8% | 減碼 |
| Vanguard Global Advisers, LLC | 48,314 | $336.4 萬 | 0.00% | −2,432−4.8% | 減碼 |
| Amundi | 49,273 | $343.0 萬 | 0.00% | +49,273 | 新進 |
| Munro Partners | 49,800 | $346.7 萬 | 0.08% | +49,800 | 新進 |
| Treasurer of the State of North Carolina | 52,807 | $367.6 萬 | 0.01% | +120+0.2% | 加碼 |
| Jones Financial Companies LLLP | 64,921 | $375.8 萬 | 0.00% | +24,979+62.5% | 加碼 |
| Needham Investment Management LLC | 55,000 | $382.9 萬 | 0.12% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 56,462 | $393.1 萬 | 0.03% | +3,140+5.9% | 加碼 |
| Jupiter Topco LLC | 57,329 | $399.1 萬 | 0.00% | +57,329 | 新進 |
| Amalgamated Bank | 58,401 | $406.6 萬 | 0.03% | +2,605+4.7% | 加碼 |
| Neuberger Berman Group LLC | 59,204 | $412.2 萬 | 0.00% | +1,227+2.1% | 加碼 |
| Guggenheim Capital LLC | 59,349 | $413.2 萬 | 0.03% | +5,659+10.5% | 加碼 |
| EAM Investors, LLC | 59,485 | $414.1 萬 | 0.37% | +59,485 | 新進 |
| Handelsbanken Fonder AB | 59,900 | $417.0 萬 | 0.01% | +19,900+49.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,148 | $425.7 萬 | 0.01% | +12,544+25.8% | 加碼 |
| State of Tennessee, Treasury Department | 62,389 | $434.4 萬 | 0.01% | −16,848−21.3% | 減碼 |
| Holocene Advisors, LP | 63,010 | $438.7 萬 | 0.01% | +63,010 | 新進 |
| MetLife Investment Management | 64,638 | $450.0 萬 | 0.02% | +3,587+5.9% | 加碼 |
| Algert Global LLC | 65,240 | $454.2 萬 | 0.05% | +58,500+868.0% | 加碼 |
| Van Eck Associates Corp | 70,504 | $490.8 萬 | 0.00% | +28,738+68.8% | 加碼 |
| LPL Financial LLC | 71,589 | $498.4 萬 | 0.00% | +35,511+98.4% | 加碼 |
| Natixis Advisors, L.P. | 76,653 | $533.6 萬 | 0.01% | +29,273+61.8% | 加碼 |
| ArrowMark Colorado Holdings LLC | 83,361 | $580.4 萬 | 0.24% | −37,423−31.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 84,708 | $589.2 萬 | 0.03% | −1,365−1.6% | 減碼 |
| Envestnet Asset Management Inc | 85,884 | $597.9 萬 | 0.00% | +40,944+91.1% | 加碼 |
| State of Wisconsin Investment Board | 88,089 | $613.3 萬 | 0.01% | −6,864−7.2% | 減碼 |
| Deutsche Bank AG | 88,759 | $617.9 萬 | 0.00% | +64,639+268.0% | 加碼 |
| New York State Common Retirement Fund | 89,119 | $620.4 萬 | 0.01% | +42,781+92.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 91,616 | $637.8 萬 | 0.00% | +10,544+13.0% | 加碼 |
| Edgestream Partners, L.P. | 92,188 | $641.8 萬 | 0.19% | +92,188 | 新進 |
| Wells Fargo & Company | 94,917 | $660.8 萬 | 0.00% | +21,456+29.2% | 加碼 |
| Man Group plc | 95,101 | $662.1 萬 | 0.01% | −211,248−69.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 96,177 | $669.6 萬 | 0.01% | +3,380+3.6% | 加碼 |