EV Content and Data Center Expansion Strengthen Allegro Microsystems' (ALGM) Long-Term Thesis
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Paradice Investment Management David Paradice | 472,832 | $17,187,443 | 2.9% | |
| 2. | Bayforest Capital Theodoros Tsagaris | 1,248 | $45,365 | 0.07% | |
| 3. | Hurley Capital Charles Goldblum | 756 | $27,481 | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.00 | 15,000 | $285,000.00 | 246,086 | 2024-11-18 | Filing | |
| $19.87 | 200 | $3,974.00 | 356,113 | 2024-11-05 | Filing | |
| $19.89 | 4,800 | $95,472.00 | 355,913 | 2024-11-05 | Filing | |
| $27.84 | 1,000 | $27,840.00 | 302,161 | 2023-11-17 | Filing | |
| $27.37 | 350 | $9,579.50 | 16,711 | 2023-11-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $45.32 | 1,000 | $45,320.00 | 13,976 | 2026-08-17 | Filing | |
| $44.39 | 2,285 | $101,431.15 | 31,052 | 2026-08-10 | Filing | |
| $52.72 | 5,000 | $263,600.00 | 69,687 | 2026-06-03 | Filing | |
| $45.72 | 4,500 | $205,740.00 | 77,476 | 2026-05-22 | Filing | |
| $44.89 | 5,217 | $234,165.05 | 13,106 | 2026-05-21 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,155,321 | $78,348,130 | 0.01% | |
| 2. | 1,729,566 | $62,869,724 | 0.03% | |
| 3. | 719,595 | $26,157,278 | 0.79% | |
| 4. | 703,608 | $25,576,166 | 0% | |
| 5. | 631,072 | $22,958,400 | 0.04% |