Broad Bay Capital Management’s ACM Research ACMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.3M	Buy	978,653 +73,159	+8%	+$1.89M	2.98%	12
2025 Q1	$21.1M	Buy	+905,494	New	+$21.1M	3.1%	14