LongALGMAug 2026
Allegro MicroSystems, Inc.
Allegro sold off as investors became concerned that the AI capital-expenditure cycle was unsustainable. The fund believes the shares were sold indiscriminately rather than…
ALGM
Which hedge funds are long ALGM?
1 published idea on Allegro MicroSystems, Inc. across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Allegro MicroSystems, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.