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 |
|---|---|---|---|---|---|
| Lisanti Capital Growth, LLC | 107,865 | $751.0 萬 | 1.65% | +107,865 | 新進 |
| Royal Bank of Canada | 108,497 | $755.4 萬 | 0.00% | +78,160+257.6% | 加碼 |
| Vanguard Asset Management, Ltd | 119,149 | $829.5 萬 | 0.01% | +3,080+2.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 133,903 | $932.2 萬 | 0.01% | +6,510+5.1% | 加碼 |
| Castleark Management LLC | 141,900 | $987.9 萬 | 0.27% | −5,520−3.7% | 減碼 |
| Trillium Asset Management, LLC | 143,348 | $998.0 萬 | 0.31% | +15,791+12.4% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 143,870 | $1,002 萬 | 0.40% | +143,870 | 新進 |
| California State Teachers Retirement System | 144,618 | $1,007 萬 | 0.01% | −5,208−3.5% | 減碼 |
| Citigroup Inc | 148,210 | $1,032 萬 | 0.00% | +42,056+39.6% | 加碼 |
| Legal & General Group Plc | 164,734 | $1,147 萬 | 0.00% | +630.0% | 加碼 |
| Quantinno Capital Management LP | 166,217 | $1,157 萬 | 0.01% | +32,315+24.1% | 加碼 |
| Retirement Systems of Alabama | 169,402 | $1,179 萬 | 0.04% | −23,793−12.3% | 減碼 |
| SEI Investments Co | 169,643 | $1,181 萬 | 0.01% | −49,333−22.5% | 減碼 |
| Susquehanna International Group, LLP | 178,568 | $1,243 萬 | 0.01% | +63,185+54.8% | 加碼 |
| Talos Asset Management LP | 182,600 | $1,271 萬 | 1.87% | −310,573−63.0% | 減碼 |
| Granahan Investment Management Inc | 185,461 | $1,291 萬 | 0.46% | −29,540−13.7% | 減碼 |
| Peregrine Capital Management LLC | 200,422 | $1,395 萬 | 0.45% | −59,342−22.8% | 減碼 |
| Lightrock Netherlands B.V. | 206,490 | $1,438 萬 | 2.94% | −301,500−59.4% | 減碼 |
| Granite Investment Partners, LLC | 215,679 | $1,502 萬 | 0.77% | +215,679 | 新進 |
| Pier Capital, LLC | 227,777 | $1,586 萬 | 2.10% | +1,211+0.5% | 加碼 |
| Federated Hermes, Inc. | 237,367 | $1,653 萬 | 0.02% | +227,499+2,305.4% | 加碼 |
| Swiss National Bank | 250,900 | $1,747 萬 | 0.01% | −5,500−2.1% | 減碼 |
| Balyasny Asset Management LLC | 267,283 | $1,861 萬 | 0.03% | +21,373+8.7% | 加碼 |
| Russell Investments Group, Ltd. | 272,403 | $1,896 萬 | 0.02% | +176,320+183.5% | 加碼 |
| HRT Financial LP | 316,439 | $2,203 萬 | 0.04% | +54,667+20.9% | 加碼 |
| UBS Asset Management Americas Inc | 323,297 | $2,251 萬 | 0.00% | −21,760−6.3% | 減碼 |
| Gotham Asset Management, LLC | 325,436 | $2,266 萬 | 0.05% | +13,190+4.2% | 加碼 |
| CIBC Bancorp USA Inc. | 327,536 | $2,281 萬 | 0.03% | +327,536 | 新進 |
| Frontier Capital Management Co LLC | 330,904 | $2,304 萬 | 0.21% | +66,873+25.3% | 加碼 |
| Segall Bryant & Hamill, LLC | 332,440 | $2,314 萬 | 0.27% | −712,544−68.2% | 減碼 |
| S Squared Technology, LLC | 332,451 | $2,315 萬 | 7.18% | −125,000−27.3% | 減碼 |
| Rhumbline Advisers | 333,507 | $2,322 萬 | 0.02% | +25,100+8.1% | 加碼 |
| Two Sigma Investments, LP | 343,994 | $2,395 萬 | 0.02% | −295,847−46.2% | 減碼 |
| Braun Stacey Associates Inc | 366,493 | $2,552 萬 | 0.72% | +366,493 | 新進 |
| Aperture Investors, LLC | 443,427 | $3,087 萬 | 3.28% | −266,247−37.5% | 減碼 |
| AQR Capital Management LLC | 493,753 | $3,342 萬 | 0.01% | +148,627+43.1% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 517,648 | $3,604 萬 | 0.02% | −43,696−7.8% | 減碼 |
| Lord, Abbett & Co. LLC | 525,863 | $3,661 萬 | 0.10% | −4,592−0.9% | 減碼 |
| Silvercrest Asset Management Group LLC | 537,082 | $3,739 萬 | 0.25% | −170,809−24.1% | 減碼 |
| Alliancebernstein L.P. | 1,201,203 | $3,787 萬 | 0.01% | −522,167−30.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 620,540 | $3,922 萬 | 0.06% | +312,916+101.7% | 加碼 |
| Ameriprise Financial Inc | 608,793 | $4,295 萬 | 0.01% | +249,511+69.4% | 加碼 |
| GW&K Investment Management, LLC | 666,812 | $4,642 萬 | 0.36% | +7,236+1.1% | 加碼 |
| First Trust Advisors LP | 684,022 | $4,762 萬 | 0.03% | +269,125+64.9% | 加碼 |
| Kennedy Capital Management, Inc. | 689,668 | $4,801 萬 | 0.85% | −220,371−24.2% | 減碼 |
| Bank of New York Mellon Corp | 716,952 | $4,991 萬 | 0.01% | −26,340−3.5% | 減碼 |
| Nuveen, LLC | 722,645 | $5,031 萬 | 0.01% | −224,857−23.7% | 減碼 |
| UBS Group AG | 780,945 | $5,437 萬 | 0.01% | +345,564+79.4% | 加碼 |
| Vanguard Fiduciary Trust Co | 800,030 | $5,570 萬 | 0.01% | +34,144+4.5% | 加碼 |
| Wellington Management Group LLP | 814,937 | $5,674 萬 | 0.01% | +141,841+21.1% | 加碼 |
| Bank of America Corp | 921,728 | $6,417 萬 | 0.00% | +66,275+7.7% | 加碼 |
| Raymond James Financial Inc | 928,060 | $6,461 萬 | 0.02% | −67,693−6.8% | 減碼 |
| Voya Investment Management LLC | 966,871 | $6,731 萬 | 0.06% | −492,400−33.7% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,121,950 | $7,811 萬 | 0.11% | −342,787−23.4% | 減碼 |
| Nomura Asset Management International Inc. | 1,159,503 | $8,073 萬 | 0.12% | −921,138−44.3% | 減碼 |
| Northern Trust Corp | 1,167,135 | $8,126 萬 | 0.01% | +121,594+11.6% | 加碼 |
| Norges Bank | 1,294,958 | $9,015 萬 | 0.01% | +1,294,958 | 新進 |
| Charles Schwab Investment Management Inc | 1,360,525 | $9,472 萬 | 0.01% | −30,081−2.2% | 減碼 |
| Massachusetts Financial Services Co | 1,443,495 | $1.00 億 | 0.03% | +1,374,198+1,983.1% | 加碼 |
| Principal Financial Group Inc | 1,489,791 | $1.04 億 | 0.05% | −300,675−16.8% | 減碼 |
| Goldman Sachs Group Inc | 1,575,057 | $1.10 億 | 0.01% | +137,842+9.6% | 加碼 |
| Loomis Sayles & Co L P | 1,619,931 | $1.13 億 | 0.14% | −54,177−3.2% | 減碼 |
| Morgan Stanley | 1,809,335 | $1.26 億 | 0.01% | −465,950−20.5% | 減碼 |
| Dimensional Fund Advisors LP | 2,123,963 | $1.48 億 | 0.03% | −46,524−2.1% | 減碼 |
| Geode Capital Management, LLC | 2,644,929 | $1.84 億 | 0.01% | +188,109+7.7% | 加碼 |
| Clearbridge Investments, LLC | 2,946,239 | $2.05 億 | 0.17% | +82,529+2.9% | 加碼 |
| Price T Rowe Associates Inc | 3,710,288 | $2.58 億 | 0.03% | +3,596,489+3,160.4% | 加碼 |
| Vanguard Capital Management LLC | 5,508,806 | $3.84 億 | 0.01% | +44,088+0.8% | 加碼 |
| State Street Corp | 5,676,421 | $3.95 億 | 0.01% | +448,317+8.6% | 加碼 |
| Vanguard Portfolio Management LLC | 7,668,472 | $5.34 億 | 0.02% | −251,570−3.2% | 減碼 |
| Capital Research Global Investors | 12,006,396 | $8.36 億 | 0.12% | −429,162−3.5% | 減碼 |
| JPMorgan Chase & Co | 12,723,790 | $8.45 億 | 0.05% | +4,071,722+47.1% | 加碼 |
| Invesco Ltd. | 13,678,393 | $9.52 億 | 0.08% | +4,926,912+56.3% | 加碼 |
| BlackRock, Inc. | 13,889,324 | $9.67 億 | 0.01% | +1,394,456+11.2% | 加碼 |
| FMR LLC | 25,581,021 | $17.8 億 | 0.08% | −1,840,185−6.7% | 減碼 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −399,444−100.0% | 清倉 |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −208,569−100.0% | 清倉 |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −181,531−100.0% | 清倉 |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −169,993−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −133,800−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −123,900−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −95,099−100.0% | 清倉 |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −54,000−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −51,418−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −45,132−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −37,128−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −28,521−100.0% | 清倉 |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −28,167−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −28,127−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −27,987−100.0% | 清倉 |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −22,355−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −21,847−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −17,082−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −16,645−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −15,503−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −13,500−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −12,630−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,703−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,699−100.0% | 清倉 |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,975−100.0% | 清倉 |