ExodusPoint Capital Management, LP
Position in ALGM — Allegro Microsystems, Inc.
CIK 1736225
NEW YORK, NY
Position in ALGM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,063,723
-$351,974 QoQ
Shares Held
15,279
-66.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#170
of 370 holders
Holding Since
Dec 2020
15 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, 2026ExodusPoint Capital Management, LP holds $655,405,748 across 29 Semiconductors names. ALGM ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,376,535 | $275,430,888 | |
| 2 | INTC |
Intel Corp
|
491,218 | $68,588,769 | |
| 3 | CBRS |
Cerebras Systems Inc.
|
292,273 | $64,592,333 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
146,428 | $39,821,094 | |
| 5 | STM |
STMicroelectronics N.V.
|
349,653 | $26,185,513 | |
| 6 | SMTC |
Semtech Corp
|
160,691 | $26,007,838 | |
| 7 | QCOM |
Qualcomm Inc/De
|
132,134 | $24,417,041 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
38,338 | $22,270,927 |
All Filings in ALGM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,063,723 | 15,279 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,415,697 | 44,900 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $4,404,697 | 128,830 | Shares | Sole | 2025-08-13 | |
| 2024-03-31 | $7,684,840 | 285,046 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,023,093 | 331,123 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,257,145 | 101,977 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,118,027 | 24,768 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $6,035,078 | 125,757 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $806,607 | 26,869 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $4,028,244 | 184,359 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $7,202,851 | 348,132 | Shares | Other | 2022-08-22 | |
| 2022-03-31 | $5,594,260 | 196,981 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,066,037 | 84,744 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $383,722 | 15,137 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $8,899,907 | 333,830 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||