Gotham Asset Management, LLC

Position in ALGM — Allegro Microsystems, Inc.

CIK 1510387 NEW YORK, NY

Position in ALGM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,656,854

+$12,811,738 QoQ

Shares Held

325,436

+4.2% QoQ

Ownership

0.175%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#49

of 370 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Gotham Asset Management, LLC holds $1,693,041,305 across 33 Semiconductors names. ALGM ranks #15 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	4,018,967	$804,155,107
2	MU	Micron Technology Inc	127,169	$146,789,905
3	AVGO	Broadcom Inc.	337,845	$127,620,948
4	AMD	Advanced Micro Devices Inc	131,260	$76,250,246
5	ON	On Semiconductor Corp	695,708	$65,772,234
6	QCOM	Qualcomm Inc/De	261,133	$48,254,767
7	CRUS	Cirrus Logic, Inc.	322,885	$47,958,109
8	MRVL	Marvell Technology, Inc.	158,727	$47,283,186

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,656,854	325,436	+4.2%	Shares	Sole	2026-08-14
2026-03-31	$9,845,116	312,246	+327.2%	Shares	Sole	2026-05-15
2025-12-31	$1,928,193	73,093	-41.3%	Shares	Sole	2026-02-17
2025-09-30	$3,635,049	124,488	+1390.9%	Shares	Sole	2025-11-14
2025-06-30	$285,486	8,350	-86.9%	Shares	Sole	2025-08-14
2024-06-30	$1,803,547	63,865	+92.1%	Shares	Sole	2024-08-14
2024-03-31	$896,473	33,252	+10.0%	Shares	Sole	2024-05-15
2023-12-31	$914,941	30,226	+6.6%	Shares	Sole	2024-02-14
2023-09-30	$905,530	28,351	-59.7%	Shares	Sole	2023-11-14
2023-06-30	$3,179,165	70,429	+238.5%	Shares	Sole	2023-08-14
2022-06-30	$430,476	20,806	-44.4%	Shares	Sole	2022-08-15
2022-03-31	$1,062,131	37,399	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.