Kettle Hill Capital Management’s Allegro MicroSystems ALGM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-93,393	Closed	-$2.35M	–	44
2025 Q1	$2.35M	Sell	93,393 -729,608	-89%	-$18.3M	0.64%	32
2024 Q4	$18M	Buy	+823,001	New	+$18M	3.91%	10