Position in ALGM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,509,561
+$6,693,713 QoQ
Shares Held
107,865
+286.1% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#74
of 370 holders
Holding Since
Mar 2023
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, 2026Lisanti Capital Growth, LLC holds $44,173,326 across 12 Semiconductors names. ALGM ranks #1 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALGM |
Allegro Microsystems, Inc.
This page
|
107,865 | $7,509,561 | |
| 2 | SIMO |
Silicon Motion Technology CORP
|
19,600 | $6,533,268 | |
| 3 | LSCC |
Lattice Semiconductor Corp
|
36,365 | $5,562,390 | |
| 4 | SMTC |
Semtech Corp
|
33,630 | $5,443,015 | |
| 5 | LASR |
Nlight, Inc.
|
67,128 | $4,673,451 | |
| 6 | ALAB |
Astera Labs, Inc.
|
6,345 | $3,064,761 | |
| 7 | POWI |
Power Integrations Inc
|
34,790 | $2,914,010 | |
| 8 | MXL |
Maxlinear, Inc
|
21,410 | $2,741,122 |
All Filings in ALGM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,509,561 | 107,865 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $815,848 | 27,940 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,760,045 | 109,975 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,986,652 | 79,055 | Shares | Sole | 2025-04-25 | |
| 2023-03-31 | $9,094,105 | 189,500 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||