§ SEMICONDUCTORS
USD · SemiconductorsALAB
ASTERA LABS INC
USDSector · SemiconductorsBeta · 2.18
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 354.20HIGH 365.24LOW 346.3252W 47.13 — 262.90
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
685 increased/new, 264 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 91.0 | P/B | 20.61 |
| EPS (TTM) | 1.22 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 25.5M | 0.1% | +1% |
| BlackRock, Inc. | 11.4M | 0.0% | −12% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.3M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.3M | n/a | n/a |
| ALLIANCEBERNSTEIN L.P. | 2.5M | 0.1% | +15% |
| Atreides Management, LP | 3.4M | 7.4% | +109% |
◇ AC INTELLIGENCE
Top institutional owners for ALAB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER14.4% · 0 holders
OTHER35.2% · 554 holders
QUALITY / COMPOUNDER21.6% · 36 holders
DEALER / BANK11.2% · 53 holders
PASSIVE / INDEX9.7% · 11 holders
TACTICAL / MACRO2.4% · 7 holders
SYSTEMATIC / QUANT2.2% · 13 holders
INCOME / DEFENSIVE1.3% · 30 holders
ACTIVIST1.1% · 1 holder
GROWTH / MOMENTUM0.7% · 2 holders
DEEP VALUE0.5% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for ALAB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention ALAB yet.