ALGM
Allegro MicroSystems, Inc. · Technology · Semiconductors
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -2.6% · nuevas posiciones netas -5.6% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 18.58K | $674,166 | n/a | −1 |
| Q2 2026 | 109 | +3 | 129.87M | $8.95B | +13 | −9 |
| Q1 2026 | 108 | -8 | 117.16M | $3.65B | +5 | −14 |
| Q4 2025 | 117 | +2 | 125.26M | $3.30B | +3 | n/a |
| Q3 2025 | 18 | 0 | 84.17M | $2.46B | +1 | −2 |
| Q2 2025 | 16 | +3 | 70.10M | $2.40B | +3 | n/a |
| Q1 2025 | 10 | 0 | 21.03M | $528.55M | +1 | −1 |
| Q4 2024 | 10 | +1 | 20.68M | $452.03M | +1 | n/a |
| Q3 2024 | 8 | -3 | 12.20M | $284.36M | +1 | −4 |
| Q2 2024 | 11 | n/a | 5.92M | $167.08M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 27.47M | +0.8% | $802.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | JPMorgan Chase ✦ | 15.46M | n/a | $451.51M | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 3 | The Vanguard Group ✦ (pasivo) | 14.29M | +0.6% | $417.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | BlackRock ✦ (pasivo) | 11.38M | -3.5% | $332.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×14 |
| 5 | State Street Global Advisors ✦ (pasivo) | 5.28M | +1.7% | $154.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 2.37M | -1.5% | $69.19M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 1.94M | n/a | $56.62M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 8 | Adage Capital Partners ✦ | 1.58M | -27.6% | $46.04M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 9 | Wellington Management ✦ | 1.16M | -56.0% | $33.90M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 10 | Point72 Asset Management ✦ | 986.80K | +235.0% | $28.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Millennium Management ✦ | 802.63K | +18.1% | $23.44M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 345.35K | n/a | $10.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 331.63K | -78.2% | $9.68M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 14 | AQR Capital Management ✦ | 250.38K | +1107.9% | $7.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 15 | Two Sigma Investments ✦ | 161.35K | -53.5% | $4.71M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 16 | Marshall Wace ✦ | 138.09K | Nuevo | $4.03M | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Gotham Asset Management ✦ | 124.49K | +1390.9% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 96.63K | +8.2% | $2.82M | 0.0% | ▲ Add | 6 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Marshall Wace | $4.03M | 0.0% |
Posición cerrada
| Norges Bank | $48.14M | era 0.0% |
| Bridgewater Associates | $2.64M | 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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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