Granite Investment Partners, LLC
Position in ALGM — Allegro Microsystems, Inc.
CIK 1542266
EL SEGUNDO, CA
Position in ALGM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,015,571
+$9,495,838 QoQ
Shares Held
215,679
+10.3% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#57
of 370 holders
Holding Since
Mar 2024
3 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, 2026Granite Investment Partners, LLC holds $104,921,503 across 8 Semiconductors names. ALGM ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
231,229 | $46,266,610 | |
| 2 | POWI |
Power Integrations Inc
|
186,420 | $15,614,539 | |
| 3 | ALGM |
Allegro Microsystems, Inc.
This page
|
215,679 | $15,015,571 | |
| 4 | LASR |
Nlight, Inc.
|
147,948 | $10,300,139 | |
| 5 | ADI |
Analog Devices Inc
|
24,193 | $9,608,733 | |
| 6 | PI |
Impinj Inc
|
47,616 | $6,820,039 | |
| 7 | INTC |
Intel Corp
|
5,764 | $804,827 | |
| 8 | TSEM |
Tower Semiconductor Ltd
|
1,884 | $491,045 |
All Filings in ALGM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,015,571 | 215,679 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $5,519,733 | 195,458 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,363,745 | 198,952 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||