ACMR
Acm Research Inc-class A
4 of the 83 super-investors we track hold ACMR, worth a combined $114M per their latest 13F filings. The largest position: Mason Hawkins at 0.9% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 18 of 100 (how strongly the cohort backs it) — ranked #680 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.
Why super-investors own ACMR
ACMR is held by 4 super-investors in our cohort, with a combined position value of $114M. The highest-conviction owner is Mason Hawkins at 0.9% of their portfolio. Cohort ownership has grown from 3 to 4 over the last four quarters — net interest is rising. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q2 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 28q | $81M | 636,836 |
| 2 | Mason Hawkins | 0.9% | 5q | $18M | 139,478 |
| 3 | Dodge & Cox Funds | <0.1% | 8q | $15M | 116,392 |
| 4 | Lee Ainslie | <0.1% | 6q | $674K | 5,315 |
Owners of ACMR also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Mason Hawkins | TRIM | 0.9% | -82% | $18M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 00108J109. Not investment advice.