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

Broad Bay Capital 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 		– Sell
-652,214
Closed -$25.7M – 27
2025
Q4 		$25.7M Sell
652,214
-360,200
-36% -$13.4M 2.69% 15
2025
Q3 		$39.6M Buy
1,012,414
+33,761
+3% +$1M 4.9% 9
2025
Q2 		$25.3M Buy
978,653
+73,159
+8% +$1.65M 2.98% 13
2025
Q1 		$21.1M Buy
+905,494
New +$20.7M 3.1% 14

Other funds holding ACMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Broad Bay Capital Management's ACMR Position: Q1 2026 in Review

Broad Bay Capital Management sold out of ACM Research (ACMR) in Q1 2026, closing a stake of 652,214 shares — an estimated $25.7M sold.

Broad Bay Capital Management first reported a position in ACMR in Q1 2025 and held it in 4 quarters. The position peaked at $39.6M in Q3 2025. 300 funds tracked by Wall St. Rank hold ACMR as of Q1 2026.

  • Broad Bay Capital Management reported no remaining ACM Research position as of Q1 2026 after selling out during the quarter.
  • Broad Bay Capital Management sold 652,214 ACM Research shares in Q1 2026, an estimated $25.7M.
  • Broad Bay Capital Management first reported a position in ACM Research in Q1 2025 and held it in 4 quarters.
  • Broad Bay Capital Management's ACM Research position peaked at $39.6M in Q3 2025.
  • 300 funds tracked by Wall St. Rank held ACM Research as of Q1 2026.

Based on Broad Bay Capital Management's 13F filing for Q1 2026, filed 15 May 2026.