Capelight Capital Asset Management’s ACM Research ACMR Stock Holding History

Capelight Capital 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 Q2	–	Sell	-30,000	Closed	-$1.18M	–	39
2026 Q1	$1.18M	Sell	30,000 -20,000	-40%	-$1.06M	0.88%	31
2025 Q4	$1.97M	Buy	+50,000	New	+$1.86M	1.56%	20

Other funds holding ACMR

PCP

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

RBI

Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Capelight Capital Asset Management's ACMR Position: Q2 2026 in Review

Capelight Capital Asset Management sold out of ACM Research (ACMR) in Q2 2026, closing a stake of 30,000 shares — an estimated $1.18M sold.

Capelight Capital Asset Management first reported a position in ACMR in Q4 2025 and held it in 2 quarters. The position peaked at $1.97M in Q4 2025. 129 funds tracked by Wall St. Rank hold ACMR as of Q2 2026.

Capelight Capital Asset Management reported no remaining ACM Research position as of Q2 2026 after selling out during the quarter.
Capelight Capital Asset Management sold 30,000 ACM Research shares in Q2 2026, an estimated $1.18M.
Capelight Capital Asset Management first reported a position in ACM Research in Q4 2025 and held it in 2 quarters.
Capelight Capital Asset Management's ACM Research position peaked at $1.97M in Q4 2025.
129 funds tracked by Wall St. Rank held ACM Research as of Q2 2026.

Based on Capelight Capital Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.