ALGM
Allegro MicroSystems, Inc. · Technology · Semiconductors
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +1.7% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 111 | +5 | 129.92M | $8.95B | +15 | −9 |
| Q1 2026 | 108 | -8 | 117.16M | $3.65B | +5 | −14 |
| Q4 2025 | 117 | +2 | 125.26M | $3.30B | +3 | — |
| Q3 2025 | 18 | 0 | 84.17M | $2.46B | +1 | −2 |
| Q2 2025 | 16 | +3 | 70.10M | $2.40B | +3 | — |
| Q1 2025 | 10 | 0 | 21.03M | $528.55M | +1 | −1 |
| Q4 2024 | 10 | +1 | 20.68M | $452.03M | +1 | — |
| Q3 2024 | 8 | -3 | 12.20M | $284.36M | +1 | −4 |
| Q2 2024 | 11 | — | 5.92M | $167.08M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 5.08M | -13.5% | $127.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 4.33M | +175.1% | $108.90M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 4.33M | +175.1% | $108.90M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 3.25M | -18.6% | $81.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 3.25M | -18.6% | $81.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 3.25M | -18.6% | $81.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 3.25M | -18.6% | $81.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 3.25M | -18.6% | $81.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 2.40M | +81.4% | $60.39M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 10 | Geode Capital Management ✦ (pasivo) | 2.39M | +1.0% | $60.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 2.39M | +1.0% | $60.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Adage Capital Partners ✦ | 2.11M | -22.9% | $52.98M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 13 | Norges Bank ✦ (pasivo) | 1.27M | +2.8% | $31.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 108.99K | -92.4% | $2.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 77.29K | -2.7% | $1.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 13.76K | Nuevo | $325,093 | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 13.76K | Nuevo | $325,093 | 0.0% | New | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 13.76K | Nuevo | $325,093 | 0.0% | New | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 13.76K | Nuevo | $325,093 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| AQR Capital Management | $325,093 | 0.0% |
| AQR Capital Management | $325,093 | 0.0% |
| AQR Capital Management | $325,093 | 0.0% |
| AQR Capital Management | $325,093 | 0.0% |
Posición cerrada
| Marshall Wace | $1.37M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 316 tenedores, 129.66M acciones, $4.00B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 1.00K acc. · $45,320
Officer · 2.29K acc. · $101,431
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología