Clearbridge Investments, LLC

Position in ALGM — Allegro Microsystems, Inc.

CIK 1348883 NEW YORK, NY

Position in ALGM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$205,117,159

+$114,824,383 QoQ

Shares Held

2,946,239

+2.9% QoQ

Ownership

1.58%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#10

of 370 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Clearbridge Investments, LLC holds $15,443,635,183 across 21 Semiconductors names. ALGM ranks #11 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	32,688,195	$6,540,580,937
2	AVGO	Broadcom Inc.	7,382,405	$2,788,703,488
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	4,900,192	$2,340,184,692
4	TXN	Texas Instruments Inc	4,210,608	$1,255,055,925
5	MU	Micron Technology Inc	428,314	$494,398,567
6	AMD	Advanced Micro Devices Inc	757,574	$440,082,311
7	LSCC	Lattice Semiconductor Corp	1,763,890	$269,804,614
8	MCHP	Microchip Technology Inc	2,688,525	$245,193,480

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,117,159	2,946,239	+2.9%	Shares	Sole	2026-08-13
2026-03-31	$90,292,776	2,863,710	-1.8%	Shares	Sole	2026-05-13
2025-12-31	$76,944,788	2,916,785	-0.5%	Shares	Sole	2026-02-11
2025-09-30	$85,637,935	2,932,806	-7.3%	Shares	Sole	2025-11-13
2025-06-30	$108,169,091	3,163,764	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$79,450,681	3,161,587	-6.6%	Shares	Sole	2025-05-13
2024-12-31	$73,996,034	3,384,997	-13.9%	Shares	Sole	2025-02-12
2024-09-30	$91,617,254	3,932,071	+6.9%	Shares	Sole	2024-11-12
2024-06-30	$103,903,629	3,679,307	-1.4%	Shares	Sole	2024-08-27
2024-03-31	$100,594,985	3,731,268	+6.7%	Shares	Sole	2024-05-13
2023-12-31	$105,821,891	3,495,933	+0.1%	Shares	Sole	2024-02-09
2023-09-30	$111,578,589	3,493,381	-0.3%	Shares	Sole	2023-11-13
2023-06-30	$158,177,285	3,504,149	-6.8%	Shares	Sole	2023-08-11
2023-03-31	$180,395,609	3,759,025	-4.9%	Shares	Sole	2023-05-12
2022-12-31	$118,650,147	3,952,370	-2.4%	Shares	Sole	2023-02-10
2022-09-30	$88,509,062	4,050,758	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$83,611,103	4,041,136	+0.3%	Shares	Sole	2022-08-11
2022-03-31	$114,450,466	4,029,946	+18.6%	Shares	Sole	2022-05-13
2021-12-31	$122,936,383	3,397,910	+0.1%	Shares	Sole	2022-02-11
2021-09-30	$108,487,804	3,394,487	-0.3%	Shares	Sole	2021-11-12
2021-06-30	$94,263,155	3,403,002	+25.1%	Shares	Sole	2021-08-13
2021-03-31	$68,938,513	2,719,468	+137.8%	Shares	Sole	2021-05-13
2020-12-31	$30,481,977	1,143,360	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.