Perigon Wealth Management, LLC
Position in ALGM — Allegro Microsystems, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in ALGM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$272,631
-$11,344 QoQ
Shares Held
3,916
-37.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#243
of 370 holders
Holding Since
Jun 2023
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ALGM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $508,931,292 across 26 Semiconductors names. ALGM ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,722,144 | $344,583,792 | |
| 2 | AVGO |
Broadcom Inc.
|
157,458 | $59,479,759 | |
| 3 | MU |
Micron Technology Inc
|
32,019 | $36,959,211 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
45,712 | $26,554,557 | |
| 5 | INTC |
Intel Corp
|
57,407 | $8,015,739 | |
| 6 | QCOM |
Qualcomm Inc/De
|
41,046 | $7,584,890 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
12,415 | $5,929,031 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
17,196 | $5,122,516 |
All Filings in ALGM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,631 | 3,916 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $283,975 | 6,291 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||