BW Gestao de Investimentos Ltda.
Position in ALGM — Allegro Microsystems, Inc.
CIK 1568280
SAO PAULO, D5
Position in ALGM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,374,459
+$640,309 QoQ
Shares Held
34,106
-38.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#122
of 370 holders
Holding Since
Mar 2026
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, 2026BW Gestao de Investimentos Ltda. holds $101,264,098 across 12 Semiconductors names. ALGM ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
39,210 | $45,259,710 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
31,052 | $18,038,417 | |
| 3 | CBRS |
Cerebras Systems Inc.
|
67,718 | $14,965,678 | |
| 4 | VSH |
Vishay Intertechnology Inc
|
100,000 | $5,378,000 | |
| 5 | NVDA |
Nvidia Corp
|
22,463 | $4,494,621 | |
| 6 | STM |
STMicroelectronics N.V.
|
36,000 | $2,696,040 | |
| 7 | ALGM |
Allegro Microsystems, Inc.
This page
|
34,106 | $2,374,459 | |
| 8 | QCOM |
Qualcomm Inc/De
|
11,617 | $2,146,705 |
All Filings in ALGM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,374,459 | 34,106 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,734,150 | 55,000 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||