Cliff Asness's ALGM Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 345,126 shares of Allegro MicroSystems, Inc. (ALGM) worth $10.34 M, representing 0.00% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in ALGM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 229,655 shares. Largest reduction occurred in Q1 2024, reducing 257,053 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Allegro MicroSystems (ALGM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Allegro MicroSystems (ALGM) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +17,153 | Add 5.23% | 345,126 | $29.95 |
| Q4 2025 | +77,589 | Add 30.99% | 327,973 | $26.38 |
| Q3 2025 | +229,655 | Add 1107.89% | 250,384 | $29.20 |
| Q2 2025 | +6,966 | Add 50.61% | 20,729 | $33.68 |
| Q1 2025 | +13,763 | New Buy | 13,763 | $23.62 |
| Q3 2024 | -39,055 | Sold Out | 0 | $0.00 |
| Q2 2024 | -54,645 | Reduce 58.32% | 39,055 | $28.24 |
| Q1 2024 | -257,053 | Reduce 73.29% | 93,700 | $26.96 |
| Q4 2023 | +46,043 | Add 15.11% | 350,753 | $30.27 |
| Q3 2023 | -77,166 | Reduce 20.21% | 304,710 | $31.94 |
| Q2 2023 | +178,423 | Add 87.70% | 381,876 | $44.91 |
| Q1 2023 | +84,817 | Add 71.49% | 203,453 | $47.51 |
| Q4 2022 | -85,920 | Reduce 42.00% | 118,636 | $29.52 |
| Q3 2022 | -28,953 | Reduce 12.40% | 204,556 | $21.85 |
| Q2 2022 | +32,460 | Add 16.15% | 233,509 | $20.41 |
| Q1 2022 | +201,049 | New Buy | 201,049 | $28.40 |
Cliff Asness's Allegro MicroSystems Investment FAQs
Cliff Asness first purchased Allegro MicroSystems, Inc. (ALGM) in Q1 2022, acquiring 201,049 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Allegro MicroSystems, Inc. (ALGM) for 16 quarters since Q1 2022.
Cliff Asness's largest addition to Allegro MicroSystems, Inc. (ALGM) was in Q3 2025, adding 250,384 shares worth $7.31 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 345,126 shares of Allegro MicroSystems, Inc. (ALGM), valued at approximately $10.34 M.
As of the Q1 2026 filing, Allegro MicroSystems, Inc. (ALGM) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Allegro MicroSystems, Inc. (ALGM) was 381,876 shares, as reported at the end of Q2 2023.