Kodai 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 Q1	$41.6M	Buy	+1,655,806	New	+$41.6M	1.65%	15
2024 Q2	–	Sell	-334,837	Closed	-$9.03M	–	123
2024 Q1	$9.03M	Buy	334,837 +194,435	+138%	+$5.24M	0.21%	78
2023 Q4	$4.25M	Buy	+140,402	New	+$4.25M	0.09%	98