Balyasny Asset Management’s ACM Research ACMR Stock Holding History

Balyasny Asset Management’s Portfolio ACMR Stock Details ACMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.85M	Buy	+47,076	New	+$2.5M	﹤0.01%	1812
2025 Q2	–	Sell	-143,429	Closed	-$3.35M	–	2745
2025 Q1	$3.35M	Buy	+143,429	New	+$3.28M	0.01%	1444
2024 Q4	–	Sell	-125,435	Closed	-$2.55M	–	2676
2024 Q3	$2.55M	Buy	+125,435	New	+$2.4M	﹤0.01%	1575
2022 Q4	–	Sell	-26,744	Closed	-$334K	–	2727
2022 Q3	$334K	Sell	26,744 -9,849	-27%	-$160K	﹤0.01%	2159
2022 Q2	$616K	Buy	36,593 +13,398	+58%	+$206K	﹤0.01%	1916
2022 Q1	$480K	Buy	+23,195	New	+$584K	﹤0.01%	1820
2021 Q2	–	Sell	-39,063	Closed	-$1.05M	–	1916
2021 Q1	$1.05M	Sell	39,063 -54,516	-58%	-$1.8M	0.01%	1224
2020 Q4	$2.53M	Buy	+93,579	New	+$2.39M	0.01%	824

Other funds holding ACMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Balyasny Asset Management's ACMR Position: Q1 2026 in Review

Balyasny Asset Management opened a new position in ACM Research (ACMR) in Q1 2026: 47,076 shares worth $1.85M. The stake represents ﹤0.01% of the portfolio and ranks #1812 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in ACMR as recently as Q1 2025.

Balyasny Asset Management first reported a position in ACMR in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.35M in Q1 2025. 300 funds tracked by Wall St. Rank hold ACMR as of Q1 2026.

Balyasny Asset Management held 47,076 shares of ACM Research worth $1.85M as of Q1 2026.
ACM Research was a new Balyasny Asset Management position in Q1 2026.
ACM Research made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1812 holding.
Balyasny Asset Management first reported a position in ACM Research in Q4 2020 and has held it in 8 quarters since.
Balyasny Asset Management's ACM Research position peaked at $3.35M in Q1 2025.
300 funds tracked by Wall St. Rank held ACM Research as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.