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What smart money is saying about Astera Labs IncUnited States flag

ALAB · Technology · Semiconductors · Market cap $33.39B

2 funds in our archive have pitched Astera Labs Inc — most recently Artisan U.S. Mid-Cap Growth Strategy in December 2025.

Company profile

Astera Labs, Inc. designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure. Its Intelligent Connectivity Platform is comprised of a portfolio of data, network, and memory connectivity products, which are built on a unifying software-defined architecture that enables customers to deploy and operate high performance cloud and AI infrastructure at scale. The company was incorporated in 2017 and is based in Santa Clara, California.

Fund coverage · 2 theses

  • Artisan U.S. Mid-Cap Growth Strategy
    December 2025

    Astera Labs provides connectivity chips that alleviate data center bottlenecks and enable heterogeneous computing, offering strong long-term AI-driven growth.

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  • Alger Mid Cap Growth Fund
    December 2024

    Astera Labs is a semiconductor company specializing in connectivity solutions for data-centric systems, optimizing performance in high-performance computing environments.

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