Allegro Microsystems (ALGM) Advanced from Sharp Demand Growth
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Adage Capital Management Phill Gross And Robert Atchinson | 1,121,950 | $78,110,159 | -24% | 0.11% |
| 2. | AQR Capital Management Cliff Asness | 493,753 | $33,417,232 | +44% | 0.01% |
| 3. | Gotham Asset Management Joel Greenblatt | 325,436 | $22,656,854 | +5% | 0.05% |
| 4. | Balyasny Asset Management Dmitry Balyasny | 267,283 | $18,608,243 | +9% | 0.02% |
| 5. | Talos Eurisko Asset Management Franklin Keller | 182,600 | $12,712,612 | -63% | 1.81% |
| 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. | 25,581,021 | $1,780,950,716 | 0.08% | |
| 2. | 13,889,324 | $966,974,743 | 0.01% | |
| 3. | 13,678,393 | $952,289,720 | 0.08% | |
| 4. | 12,723,790 | $844,865,142 | 0.05% | |
| 5. | 12,006,396 | $835,885,290 | 0.12% |