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Discovery Capital Management’s ACM Research ACMR Stock Holding History

Discovery 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
-296,200
Closed -$11.7M – 78
2025
Q4 		$11.7M Buy
296,200
+229,600
+345% +$8.56M 0.63% 45
2025
Q3 		$2.61M Buy
+66,600
New +$1.98M 0.14% 68
2021
Q1 		– Sell
-1,074,006
Closed -$29.1M – 67
2020
Q4 		$29.1M Buy
1,074,006
+354,300
+49% +$9.06M 3.59% 9
2020
Q3 		$16.6M Buy
+719,706
New +$20.4M 2.54% 13

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

Discovery Capital Management's ACMR Position: Q1 2026 in Review

Discovery Capital Management sold out of ACM Research (ACMR) in Q1 2026, closing a stake of 296,200 shares — an estimated $11.7M sold.

Discovery Capital Management first reported a position in ACMR in Q3 2020 and held it in 4 quarters. The position peaked at $29.1M in Q4 2020. 300 funds tracked by Wall St. Rank hold ACMR as of Q1 2026.

  • Discovery Capital Management reported no remaining ACM Research position as of Q1 2026 after selling out during the quarter.
  • Discovery Capital Management sold 296,200 ACM Research shares in Q1 2026, an estimated $11.7M.
  • Discovery Capital Management first reported a position in ACM Research in Q3 2020 and held it in 4 quarters.
  • Discovery Capital Management's ACM Research position peaked at $29.1M in Q4 2020.
  • 300 funds tracked by Wall St. Rank held ACM Research as of Q1 2026.

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