ACMR
ACM Research, Inc. · Technology · Semiconductors
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +23.8% ·
净新建仓位 +20.0%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (被动) | 1.24M | -1.1% | $28.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (被动) | 1.22M | +2.7% | $28.40M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Point72 Asset Management ✦ | 934.10K | 新增 | $21.80M | 0.1% | New | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 453.14K | +27.4% | $10.58M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | AQR Capital Management ✦ | 243.82K | -31.9% | $5.69M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 6 | D. E. Shaw & Co. ✦ | 108.55K | 新增 | $2.53M | 0.0% | New | 1 | SEC ↗ |
| 7 | Dodge & Cox ✦ | 63.09K | +17.7% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Millennium Management ✦ | 40.28K | +55.0% | $940,065 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 38.75K | +6.8% | $905,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Marshall Wace ✦ | 37.33K | 新增 | $871,376 | 0.0% | New | 1 | SEC ↗ ×3 |
| 11 | Norges Bank ✦ (被动) | 28.53K | -90.2% | $665,844 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Point72 Asset Management | $21.80M | 0.1% |
| D. E. Shaw & Co. | $2.53M | 0.0% |
| Marshall Wace | $871,376 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 298 持有人, 44.10M 股份, $1.62B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer, Director, 10% owner · 1.10K 股 · $85,349
Officer, Director, 10% owner · 4.81K 股 · $368,841
Officer, Director, 10% owner · 11.67K 股 · $881,716
Officer, Director, 10% owner · 18.93K 股 · $1.41M
Officer, Director, 10% owner · 33.49K 股 · $2.47M
Officer, Director, 10% owner · 4.80K 股 · $364,980
Officer, Director, 10% owner · 51.37K 股 · $3.96M
Officer, Director, 10% owner · 12.32K 股 · $962,180
Officer, Director, 10% owner · 1.50K 股 · $117,855
Officer · 30.36K 股 · $2.35M
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论