ACMR
ACM Research, Inc. · Technology · Semiconductors
Momentum inputs (comparable managers):
holder breadth -20.0% ·
share flow -15.3% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 49.50K | $1.70M | n/a | n/a |
| Q2 2026 | 108 | +16 | 33.40M | $4.22B | +20 | −3 |
| Q1 2026 | 94 | +3 | 30.41M | $1.19B | +10 | −8 |
| Q4 2025 | 92 | -2 | 30.05M | $1.19B | +1 | −2 |
| Q3 2025 | 17 | 0 | 19.46M | $761.29M | +2 | −3 |
| Q2 2025 | 15 | +1 | 12.95M | $335.52M | +2 | −1 |
| Q1 2025 | 11 | +3 | 4.40M | $102.74M | +3 | n/a |
| Q4 2024 | 8 | -2 | 3.56M | $53.70M | n/a | −2 |
| Q3 2024 | 9 | 0 | 2.94M | $59.78M | +1 | −1 |
| Q2 2024 | 9 | n/a | 3.63M | $83.63M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.25M | n/a | $18.89M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.18M | +0.3% | $17.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | AQR Capital Management ✦ | 358.25K | +39.4% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Citadel Advisors ✦ | 355.74K | -26.7% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (passive) | 290.00K | -25.4% | $4.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Dodge & Cox ✦ | 53.59K | +24.6% | $809,239 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 36.27K | +9.1% | $548,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Millennium Management ✦ | 25.98K | -94.8% | $392,343 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Two Sigma Investments | $903,736 | was 0.0% |
| Marshall Wace | $295,467 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 298 holders, 44.10M shares, $1.62B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director, 10% owner · 1.10K sh · $85,349
Officer, Director, 10% owner · 4.81K sh · $368,841
Officer, Director, 10% owner · 11.67K sh · $881,716
Officer, Director, 10% owner · 18.93K sh · $1.41M
Officer, Director, 10% owner · 33.49K sh · $2.47M
Officer, Director, 10% owner · 4.80K sh · $364,980
Officer, Director, 10% owner · 51.37K sh · $3.96M
Officer, Director, 10% owner · 12.32K sh · $962,180
Officer, Director, 10% owner · 1.50K sh · $117,855
Officer · 30.36K sh · $2.35M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology