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Analog Century Management’s Allegro MicroSystems ALGM Stock Holding History

Analog Century Management’s Portfolio ALGM Stock Details ALGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,890,072
Closed -$49.9M – 26
2025
Q4 		$49.9M Buy
1,890,072
+715,119
+61% +$19.7M 2.45% 22
2025
Q3 		$34.3M Sell
1,174,953
-196,637
-14% -$6.36M 1.84% 23
2025
Q2 		$46.9M Sell
1,371,590
-560,580
-29% -$14M 2.75% 20
2025
Q1 		$48.6M Sell
1,932,170
-69,268
-3% -$1.73M 3.93% 13
2024
Q4 		$43.8M Buy
2,001,438
+291,990
+17% +$6.22M 2.93% 20
2024
Q3 		$39.8M Buy
1,709,448
+761,666
+80% +$19.1M 2.71% 21
2024
Q2 		$26.8M Buy
947,782
+20,052
+2% +$571K 2.65% 19
2024
Q1 		$25M Buy
927,730
+519,603
+127% +$15M 3.49% 15
2023
Q4 		$12.4M Buy
408,127
+174,459
+75% +$4.98M 2.86% 17
2023
Q3 		$7.46M Buy
233,668
+81,068
+53% +$3.29M 2% 17
2023
Q2 		$6.89M Buy
+152,600
New +$6.18M 1.91% 18

Other funds holding ALGM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Analog Century Management's ALGM Position: Q1 2026 in Review

Analog Century Management sold out of Allegro MicroSystems (ALGM) in Q1 2026, closing a stake of 1,890,072 shares — an estimated $49.9M sold.

Analog Century Management first reported a position in ALGM in Q2 2023 and held it in 11 quarters. The position peaked at $49.9M in Q4 2025. 320 funds tracked by Wall St. Rank hold ALGM as of Q1 2026.

  • Analog Century Management reported no remaining Allegro MicroSystems position as of Q1 2026 after selling out during the quarter.
  • Analog Century Management sold 1,890,072 Allegro MicroSystems shares in Q1 2026, an estimated $49.9M.
  • Analog Century Management first reported a position in Allegro MicroSystems in Q2 2023 and held it in 11 quarters.
  • Analog Century Management's Allegro MicroSystems position peaked at $49.9M in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q1 2026.

Based on Analog Century Management's 13F filing for Q1 2026, filed 15 May 2026.