ACMR
ACM Research, Inc. · Technology · Semiconductors
动量输入（同类管理人）：
持有人广度 +7.1% ·
股份流向 -0.3% ·
净新建仓位 +6.7%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — |
| Q4 2024 | 8 | -2 | 3.56M | $53.70M | — | −2 |
| Q3 2024 | 9 | 0 | 2.94M | $59.78M | +1 | −1 |
| Q2 2024 | 9 | — | 3.63M | $83.63M | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 4.30M | — | $111.28M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (被动) | 4.11M | — | $106.35M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 3 | State Street Global Advisors ✦ (被动) | 1.25M | +1.4% | $32.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (被动) | 1.24M | +1.8% | $32.07M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Millennium Management ✦ | 518.35K | +1187.0% | $13.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 413.37K | +69.5% | $10.71M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 7 | Point72 Asset Management ✦ | 252.27K | -73.0% | $6.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Marshall Wace ✦ | 234.21K | +527.3% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Citadel Advisors ✦ | 204.02K | -55.0% | $5.28M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 10 | Fidelity (FMR) ✦ | 183.19K | — | $4.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Dodge & Cox ✦ | 81.09K | +28.5% | $2.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Gotham Asset Management ✦ | 64.75K | 新增 | $1.68M | 0.0% | New | 1 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 42.09K | +8.6% | $1.09M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 37.00K | 新增 | $958,300 | 0.0% | New | 1 | SEC ↗ |
| 15 | Norges Bank ✦ (被动) | 28.53K | 0.0% | $738,875 | 0.0% | Held | 5 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Gotham Asset Management | $1.68M | 0.0% |
| Renaissance Technologies | $958,300 | 0.0% |
已清仓
| D. E. Shaw & Co. | $2.53M | 曾为 0.0% |
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。
该证券的被追踪持有人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