JACOBS LEVY EQUITY MANAGEMENT, INC
Position in ALGM — Allegro Microsystems, Inc.
CIK 884414
FLORHAM PARK, NJ
Position in ALGM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,868,113
-$7,846,343 QoQ
Shares Held
26,833
-91.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#137
of 370 holders
Holding Since
Jun 2021
7 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, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $3,083,938,498 across 15 Semiconductors names. ALGM ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
8,842,786 | $1,769,353,050 | |
| 2 | MU |
Micron Technology Inc
|
655,543 | $756,686,729 | |
| 3 | AVGO |
Broadcom Inc.
|
605,681 | $228,795,997 | |
| 4 | TXN |
Texas Instruments Inc
|
504,890 | $150,492,562 | |
| 5 | CRUS |
Cirrus Logic, Inc.
|
616,244 | $91,530,721 | |
| 6 | AIP |
Arteris, Inc.
|
981,795 | $47,705,419 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
60,353 | $16,412,998 | |
| 8 | SMTC |
Semtech Corp
|
49,936 | $8,082,141 |
All Filings in ALGM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,868,113 | 26,833 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,714,456 | 308,102 | Shares | Sole | 2026-05-15 | |
| 2023-06-30 | $2,704,608 | 59,916 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,297,952 | 110,397 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,646,413 | 88,155 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,050,526 | 48,079 | Shares | Sole | 2022-11-15 | |
| 2021-06-30 | $603,832 | 21,799 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||