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Sirios Capital Management’s Allegro MicroSystems ALGM Stock Holding History

Sirios Capital 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
Q2 		$1.63M Sell
23,438
-274,983
-92% -$12.9M 0.2% 71
2026
Q1 		$9.41M Buy
+298,421
New +$10.3M 1.14% 28

Other funds holding ALGM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Sirios Capital Management's ALGM Position: Q2 2026 in Review

Sirios Capital Management reduced its Allegro MicroSystems (ALGM) stake by 92% in Q2 2026, selling an estimated $12.9M and leaving 23,438 shares worth $1.63M. The position accounts for 0.2% of the portfolio, ranked #71.

Sirios Capital Management first reported a position in ALGM in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.41M in Q1 2026. 375 funds tracked by Wall St. Rank hold ALGM as of Q2 2026.

  • Sirios Capital Management held 23,438 shares of Allegro MicroSystems worth $1.63M as of Q2 2026.
  • Sirios Capital Management sold 274,983 Allegro MicroSystems shares in Q2 2026, an estimated $12.9M.
  • Allegro MicroSystems made up 0.2% of Sirios Capital Management's portfolio in Q2 2026, its #71 holding.
  • Sirios Capital Management first reported a position in Allegro MicroSystems in Q1 2026 and has held it in 2 quarters since.
  • Sirios Capital Management's Allegro MicroSystems position peaked at $9.41M in Q1 2026.
  • 375 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q2 2026.

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