What smart money is saying about Allegro Microsystems
ALGM
No fund has written a full thesis on Allegro Microsystems in our archive, but 3 fund letters report a position in it — most recently Amati Global Investors WS Amati Global Innovation Fund in June 2026.
3
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Every position in Allegro Microsystems on record in the archive was reported in Q2 2026, across 3 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 0 | 0 |
Fund activity · 3 positions
- HoldsAmati Global Investors WS Amati Global Innovation FundJune 2026
Listed in Amati Global Investors WS Amati Global Innovation Fund’s reported holdings.
Read the letterAllegro Microsystems - HoldsAmati Global Investors WS Amati Global Innovation Fund (B Share Class)June 2026
Listed in Amati Global Investors WS Amati Global Innovation Fund (B Share Class)’s reported holdings.
Read the letterAllegro Microsystems - HoldsClearBridge Investments SMID Cap Growth StrategyJune 2026
“Semiconductor companies including Allegro MicroSystems and Lattice Semiconductor, along with networking and semiconductor capital equipment providers such as Coherent, Credo Technology and Onto Innovation, benefited from demand tied to AI infrastructure, semiconductor cycle improvement, automation and cutting-edge AI applications.”
Read the letterAllegro Microsystems
Read the letters behind these Allegro Microsystems positions
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