Position in ALGM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$146,202
New position
Shares Held
2,100
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#278
of 370 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 57%
Shared 0%
None 43%
Position in Semiconductors
Technology · as of Jun 30, 2026NCP Inc. holds $22,534,179 across 11 Semiconductors names. ALGM ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
75,826 | $15,172,024 | |
| 2 | AVGO |
Broadcom Inc.
|
11,425 | $4,315,793 | |
| 3 | ARM |
Arm Holdings PLC /Uk
|
3,500 | $1,240,995 | |
| 4 | ALAB |
Astera Labs, Inc.
|
1,300 | $627,926 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
2,100 | $571,095 | |
| 6 | MXL |
Maxlinear, Inc
|
1,900 | $243,257 | |
| 7 | ALGM |
Allegro Microsystems, Inc.
This page
|
2,100 | $146,202 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
200 | $116,182 |
All Filings in ALGM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,202 | 2,100 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||