KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in ALGM — Allegro Microsystems, Inc.
CIK 1021223
LOS ANGELES, CA
Position in ALGM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$626
+$343 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#355
of 370 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALGM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $754,627,740 across 22 Semiconductors names. ALGM ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPWR |
Monolithic Power Systems, Inc.
|
206,130 | $284,945,865 | |
| 2 | NVDA |
Nvidia Corp
|
895,334 | $179,147,379 | |
| 3 | ARM |
Arm Holdings PLC /Uk
|
220,321 | $78,119,216 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
261,399 | $77,868,148 | |
| 5 | AVGO |
Broadcom Inc.
|
152,468 | $57,594,786 | |
| 6 | ADI |
Analog Devices Inc
|
61,304 | $24,348,109 | |
| 7 | TXN |
Texas Instruments Inc
|
40,926 | $12,198,812 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
19,147 | $9,144,032 |
All Filings in ALGM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626 | 9 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $283 | 9 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $237 | 9 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $262 | 9 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $307 | 9 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||