L3VLUP
ProSign in

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 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 4 listed it in both
Shares listed
56,617,953
combined, among listed positions
Reported value
$1.5bn
combined, at the quarter end

Among the 92 comparable managers: 20 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,595,949.

Managers listing ALGM in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Fidelity (FMR LLC)23,635,746$624munder 0.1%Trimmed-3,832,09717 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors13,111,292$346m0.06%Trimmed-3,713,43011 Feb 2026 (the filing on sec.gov)
Invesco Ltd7,651,051$202munder 0.1%Added+2,338,62419 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC2,560,520$68munder 0.1%Added+2,228,88917 Feb 2026 (the filing on sec.gov)
Millennium Management LLC1,341,739$35munder 0.1%Added+539,11317 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP1,148,652$30munder 0.1%Trimmed-1,541,84417 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP1,119,265$30munder 0.1%Added+132,46517 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP1,106,337$29munder 0.1%Trimmed-54,58017 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC810,460$21munder 0.1%Added+312,12917 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC754,824$20m0.09%Added+674,35917 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP714,579$19munder 0.1%Added+576,49313 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC436,200$12munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
Man Group PLC387,105$10munder 0.1%Added+171,81817 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC353,991$9.3munder 0.1%Added+14,06513 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC327,973$8.7munder 0.1%Added+77,58917 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP310,925$8.2munder 0.1%Added+149,57717 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC181,178$4.8munder 0.1%Trimmed-29,17012 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP134,280$3.5munder 0.1%Added+7,52217 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC119,741$3.2munder 0.1%Trimmed-129,82327 Oct 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc101,366$2.7munder 0.1%Added+4,73617 Feb 2026 (the filing on sec.gov)
MFS Investment Management80,157$2.1munder 0.1%Added+39,76722 Jan 2026 (the filing on sec.gov)
Two Sigma Advisers LP70,900$1.9munder 0.1%Added+60,10017 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd57,329$1.5munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.55,304$1.5munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp25,665$677kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 (5)

Exited (3)

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 →