G2 Investment Partners Management LLC
Position in ALGM — Allegro Microsystems, Inc.
CIK 1593404
New York, NY
Position in ALGM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,576,180
+$2,131,480 QoQ
Shares Held
208,569
+60.4% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
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, 2026G2 Investment Partners Management LLC holds $77,802,780 across 8 Semiconductors names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMTC |
Semtech Corp
|
88,083 | $14,256,233 | |
| 2 | DIOD |
Diodes Inc /Del/
|
129,930 | $14,219,539 | |
| 3 | VSH |
Vishay Intertechnology Inc
|
222,300 | $11,955,294 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
29,269 | $11,133,049 | |
| 5 | TSEM |
Tower Semiconductor Ltd
|
41,000 | $10,686,240 | |
| 6 | AIP |
Arteris, Inc.
|
183,386 | $8,910,725 | |
| 7 | SITM |
SITIME Corp
|
5,000 | $3,727,800 | |
| 8 | AMBQ |
Ambiq Micro, Inc.
|
33,000 | $2,913,900 |
All Filings in ALGM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,576,180 | 208,569 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $4,444,700 | 130,000 | Shares | Sole | 2025-08-14 | |
| 2023-03-31 | $1,775,630 | 37,000 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||