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Cederberg Capital’s ACM Research ACMR Stock Holding History

Cederberg Capital’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 		$23.6M Sell
599,200
-94,700
-14% -$5.03M 12.66% 5
2025
Q4 		$27.4M Buy
693,900
+197,400
+40% +$7.36M 8.89% 4
2025
Q3 		$19.4M Buy
+496,500
New +$14.7M 5.55% 7

Other funds holding ACMR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
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

Cederberg Capital's ACMR Position: Q1 2026 in Review

Cederberg Capital reduced its ACM Research (ACMR) stake by 14% in Q1 2026, selling an estimated $5.03M and leaving 599,200 shares worth $23.6M. The position accounts for 12.66% of the portfolio, ranked #5.

Cederberg Capital first reported a position in ACMR in Q3 2025 and has held it in 3 quarters since. The position peaked at $27.4M in Q4 2025. 300 funds tracked by Wall St. Rank hold ACMR as of Q1 2026.

  • Cederberg Capital held 599,200 shares of ACM Research worth $23.6M as of Q1 2026.
  • Cederberg Capital sold 94,700 ACM Research shares in Q1 2026, an estimated $5.03M.
  • ACM Research made up 12.66% of Cederberg Capital's portfolio in Q1 2026, its #5 holding.
  • Cederberg Capital first reported a position in ACM Research in Q3 2025 and has held it in 3 quarters since.
  • Cederberg Capital's ACM Research position peaked at $27.4M in Q4 2025.
  • 300 funds tracked by Wall St. Rank held ACM Research as of Q1 2026.

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