ACMR
Acm Research Inc-class A
3 super-investors hold ACMR worth a combined $44M. The largest position: Mason Hawkins at 1.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 17 — ranked #690 of 724 scored stocks.
Why super-investors own ACMR
Mason Hawkins is the dominant force in the cohort's ACMR exposure, holding $31M at 1.5% of his portfolio — the only owner for whom the position registers as a meaningful allocation. Greenblatt and Dodge & Cox carry token positions of $8M and $5M respectively, each rounding to 0.0% of their portfolios. The cohort has been flat at three holders for at least the past eight quarters with no new entrants, and this quarter Hawkins trimmed his stake — the sole activity among the group. Combined cohort exposure of $44M is concentrated almost entirely in one manager, and with no additions or new positions, interest appears stable at best and quietly fading at the margin.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Mason Hawkins | 1.5% | 4q | $31M | 782,900 |
| 2 | Joel Greenblatt | <0.1% | 27q | $8M | 203,378 |
| 3 | Dodge & Cox Funds | <0.1% | 7q | $5M | 119,892 |
Owners of ACMR also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Mason Hawkins | TRIM | 1.5% | -53% | $31M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 00108J109. Not investment advice.