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ALGM in the 13F filings

Allegro Microsystems Inc · CUSIP 01749D105

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 12 Feb 2025
Managers listing it
10
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 7 listed it in both
Shares listed
36,866,282
combined, among listed positions
Reported value
$806m
combined, at the quarter end

Among the 94 comparable managers: 7 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing ALGM in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

10 of 10 holders

ActionFiling
Fidelity (FMR LLC)22,774,491$498munder 0.1%Trimmed-5,479,3205 Nov 2026 (the filing on sec.gov)
Capital Research Global Investors5,768,208$126munder 0.1%Added+353,77613 Feb 2025 (the filing on sec.gov)
Woodline Partners LP1,833,705$40m0.27%Added+285,57314 Feb 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC1,620,888$35m0.21%Newnew14 Feb 2025 (the filing on sec.gov)
Two Sigma Investments LP1,434,188$31m0.07%Added+54,48514 Feb 2025 (the filing on sec.gov)
Artisan Partners LP1,429,250$31munder 0.1%Trimmed-88,84512 Feb 2025 (the filing on sec.gov)
Walleye Capital LLC715,443$16munder 0.1%Addedn.a.13 Feb 2025 (the filing on sec.gov)
Two Sigma Advisers LP707,400$15munder 0.1%Added+80,40014 Feb 2025 (the filing on sec.gov)
Freestone Grove Partners LP372,491$8.1m0.10%Heldn.a.14 Feb 2025 (the filing on sec.gov)
Holocene Advisors LP210,218$4.6munder 0.1%Added+13,38714 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q3 2024 to 7 in Q2 2026

Tracked managers listing it, at least.

051015202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ALGM by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20204$50mn.a.n.a.
Q1 20216$125mn.a.n.a.
Q2 20213$106mn.a.n.a.
Q3 20212$118mn.a.n.a.
Q4 20213$209mn.a.n.a.
Q1 20225$154mn.a.n.a.
Q2 20225$110mn.a.n.a.
Q3 20223$111mn.a.n.a.
Q4 20222$138mn.a.n.a.
Q1 202310$881mn.a.n.a.
Q2 202311$325mn.a.n.a.
Q3 202312$151mn.a.n.a.
Q4 20237$120m53
Q1 20245$560m43
Q2 20248$688m62
Q3 20247$907m61
Q4 202410$806m72
Q1 20256$1.1bn43
Q2 20258$1.7bn63
Q3 20254$1.4bn31
Q4 20253$989m2010
Q1 20264$1.3bn1616
Q2 20267$3.9bn920

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ALGM and NVDA →ALGM and AVGO →ALGM and MU →Choose a stock to compare with ALGM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ALGM, latest filings →Back to the 13F Explorer →