Dmitry Balyasny’s Allegro MicroSystems ALGM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-275,000
Closed -$6.91M 2762
2025
Q1
$6.91M Buy
+275,000
New +$6.86M 0.01% 1103

Other funds holding ALGM

Dmitry Balyasny's ALGM Position: Q2 2026 in Review

Dmitry Balyasny increased its Allegro MicroSystems (ALGM) stake by 8.7% in Q2 2026, buying an estimated $1,000K and bringing the position to 267,283 shares worth $18.6M. The position accounts for 0.02% of the portfolio, ranked #759.

Dmitry Balyasny first reported a position in ALGM in Q3 2021 and has held it in 17 quarters since. The position peaked at $58.5M in Q1 2025. 371 funds tracked by Wall St. Rank hold ALGM as of Q2 2026.

  • Dmitry Balyasny held 267,283 shares of Allegro MicroSystems worth $18.6M as of Q2 2026.
  • Dmitry Balyasny bought 21,373 Allegro MicroSystems shares in Q2 2026, an estimated $1,000K.
  • Allegro MicroSystems made up 0.02% of Dmitry Balyasny's portfolio in Q2 2026, its #759 holding.
  • Dmitry Balyasny first reported a position in Allegro MicroSystems in Q3 2021 and has held it in 17 quarters since.
  • Dmitry Balyasny's Allegro MicroSystems position peaked at $58.5M in Q1 2025.
  • 371 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.