NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
Position in ALGM — Allegro Microsystems, Inc.
CIK 921739
PHILADELPHIA, PA
Position in ALGM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$80,724,598
+$15,121,988 QoQ
Shares Held
1,159,503
-44.3% QoQ
Ownership
0.622%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#22
of 370 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ALGM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026NOMURA ASSET MANAGEMENT INTERNATIONAL INC. holds $8,767,741,469 across 34 Semiconductors names. ALGM ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
14,647,179 | $2,930,754,046 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
2,395,339 | $1,391,476,378 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,657,044 | $1,268,924,503 | |
| 4 | AVGO |
Broadcom Inc.
|
2,627,357 | $992,484,106 | |
| 5 | TXN |
Texas Instruments Inc
|
1,806,053 | $538,330,217 | |
| 6 | MU |
Micron Technology Inc
|
423,420 | $488,749,471 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
103,548 | $143,140,613 | |
| 8 | STM |
STMicroelectronics N.V.
|
1,900,123 | $142,300,211 |
All Filings in ALGM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,724,598 | 1,159,503 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $65,602,610 | 2,080,641 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $53,715,272 | 2,036,212 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||