Position in ALGM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,141,345
+$2,107,433 QoQ
Shares Held
59,485
+40.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#96
of 370 holders
Holding Since
Sep 2021
4 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in ALGM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Informed Momentum Co LLC holds $83,282,300 across 16 Semiconductors names. ALGM ranks #9 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SITM |
SITIME Corp
|
14,062 | $10,484,064 | |
| 2 | SMTC |
Semtech Corp
|
63,295 | $10,244,295 | |
| 3 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
23,662 | $9,000,314 | |
| 4 | AIP |
Arteris, Inc.
|
162,933 | $7,916,914 | |
| 5 | LASR |
Nlight, Inc.
|
99,725 | $6,942,854 | |
| 6 | LSCC |
Lattice Semiconductor Corp
|
41,398 | $6,332,238 | |
| 7 | TSEM |
Tower Semiconductor Ltd
|
21,954 | $5,722,090 | |
| 8 | AMBQ |
Ambiq Micro, Inc.
|
50,968 | $4,500,474 |
All Filings in ALGM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,141,345 | 59,485 | Shares | Sole | 2026-08-13 | |
| 2023-03-31 | $2,033,912 | 42,382 | Shares | Sole | 2023-07-12 | |
| 2022-12-31 | $1,371,103 | 45,673 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $1,829,294 | 57,237 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||