§ SEMICONDUCTORS
USD · SemiconductorsALGM
ALLEGRO MICROSYSTEMS INC
USDSector · SemiconductorsBeta · 1.79
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
233 increased/new, 110 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 4.92 | EPS (TTM) | -0.07 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 27.4M | 0.0% | +16% |
| BlackRock, Inc. | 12.5M | 0.0% | +2% |
| Capital Research Global Investors | 12.4M | 0.1% | −5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.9M | n/a | n/a |
| JPMORGAN CHASE & CO | 8.7M | n/a | +18% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.5M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for ALGM 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
OTHER97.7% · 0 holders
QUALITY / COMPOUNDER0.8% · 24 holders
OTHER0.6% · 219 holders
PASSIVE / INDEX0.6% · 11 holders
DEALER / BANK0.3% · 30 holders
INCOME / DEFENSIVE0.0% · 23 holders
SYSTEMATIC / QUANT0.0% · 8 holders
TACTICAL / MACRO0.0% · 5 holders
◇ 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 ALGM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention ALGM yet.