YOUSIF CAPITAL MANAGEMENT, LLC

Position in ALGM — Allegro Microsystems, Inc.

CIK 1858789 BLOOMFIELD HILLS, MI

Position in ALGM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,378,219

+$1,235,478 QoQ

Shares Held

34,160

-5.7% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#121

of 370 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 30% Shared 0% None 70%

Technology · as of Jun 30, 2026

YOUSIF CAPITAL MANAGEMENT, LLC holds $1,097,071,435 across 35 Semiconductors names. ALGM ranks #21 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	2,284,028	$457,011,162
2	AVGO	Broadcom Inc.	453,874	$171,450,903
3	MU	Micron Technology Inc	117,948	$136,146,196
4	AMD	Advanced Micro Devices Inc	162,118	$94,175,967
5	INTC	Intel Corp	516,348	$72,097,671
6	TXN	Texas Instruments Inc	94,447	$28,151,817
7	MRVL	Marvell Technology, Inc.	77,415	$23,061,154
8	ADI	Analog Devices Inc	52,696	$20,929,270

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,378,219	34,160	-5.7%	Shares	Sole	2026-07-16
2026-03-31	$1,142,741	36,243	-5.3%	Shares	Sole	2026-04-24
2025-12-31	$1,009,984	38,286	-1.2%	Shares	Sole	2026-01-21
2025-09-30	$1,131,470	38,749	-11.2%	Shares	Sole	2025-10-14
2025-06-30	$1,492,427	43,651	-1.7%	Shares	Sole	2025-07-25
2025-03-31	$1,116,073	44,412	-2.7%	Shares	Sole	2025-04-14
2024-12-31	$997,865	45,648	-18.8%	Shares	Sole	2025-01-27
2024-09-30	$1,309,879	56,218	+88.0%	Shares	Sole	2024-10-30
2024-06-30	$844,488	29,904	-7.9%	Shares	Sole	2024-07-31
2024-03-31	$875,094	32,459	-1.5%	Shares	Sole	2024-04-26
2023-12-31	$997,426	32,951	+0.3%	Shares	Sole	2024-02-01
2023-09-30	$1,049,420	32,856	+2.9%	Shares	Sole	2023-10-30
2023-06-30	$1,440,913	31,921	-3.3%	Shares	Sole	2023-08-02
2023-03-31	$1,584,197	33,011	-0.6%	Shares	Sole	2023-05-02
2022-12-31	$996,844	33,206	—	Shares	Sole	2023-01-09
No filing history on record for this holder in this stock.