NEEDHAM INVESTMENT MANAGEMENT LLC
Position in ALGM — Allegro Microsystems, Inc.
CIK 1167212
NEW YORK, NY
Position in ALGM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,829,100
+$2,094,950 QoQ
Shares Held
55,000
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#102
of 370 holders
Holding Since
Dec 2020
17 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, 2026NEEDHAM INVESTMENT MANAGEMENT LLC holds $568,596,075 across 10 Semiconductors names. ALGM ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIP |
Arteris, Inc.
|
3,927,500 | $190,837,225 | |
| 2 | VSH |
Vishay Intertechnology Inc
|
3,035,610 | $163,255,105 | |
| 3 | LASR |
Nlight, Inc.
|
1,992,740 | $138,734,558 | |
| 4 | AMBQ |
Ambiq Micro, Inc.
|
323,700 | $28,582,710 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
48,250 | $14,373,192 | |
| 6 | SITM |
SITIME Corp
|
15,000 | $11,183,400 | |
| 7 | CEVA |
Ceva Inc
|
210,000 | $9,903,600 | |
| 8 | ADI |
Analog Devices Inc
|
10,500 | $4,170,285 |
All Filings in ALGM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,829,100 | 55,000 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,734,150 | 55,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,055,200 | 40,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,168,000 | 40,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,709,500 | 50,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,256,500 | 50,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,967,400 | 90,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,689,250 | 72,500 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,440,240 | 51,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,213,200 | 45,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,362,150 | 45,000 | Shares | Defined | 2024-02-14 | |
| 2022-03-31 | $426,000 | 15,000 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $542,700 | 15,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $575,280 | 18,000 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,242,982 | 44,873 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,465,478 | 176,153 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,830,288 | 68,653 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||