Position in ALGM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,418,128
+$4,741,685 QoQ
Shares Held
92,188
+66.5% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#78
of 370 holders
Holding Since
Dec 2023
2 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, 2026Edgestream Partners, L.P. holds $98,607,440 across 20 Semiconductors names. ALGM ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
150,949 | $30,203,385 | |
| 2 | MU |
Micron Technology Inc
|
8,785 | $10,140,437 | |
| 3 | INTC |
Intel Corp
|
61,472 | $8,583,335 | |
| 4 | ALGM |
Allegro Microsystems, Inc.
This page
|
92,188 | $6,418,128 | |
| 5 | CRUS |
Cirrus Logic, Inc.
|
41,993 | $6,237,220 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
8,762 | $5,089,933 | |
| 7 | DIOD |
Diodes Inc /Del/
|
41,879 | $4,583,237 | |
| 8 | MCHP |
Microchip Technology Inc
|
45,504 | $4,149,964 |
All Filings in ALGM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,418,128 | 92,188 | Shares | Sole | 2026-08-11 | |
| 2023-12-31 | $1,676,443 | 55,383 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||