John Overdeck’s ACM Research ACMR Stock Holding History

John Overdeck’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	$812K	Buy	6,400 +500	+8%	+$35.4K	﹤0.01%	3773
2026 Q1	$232K	Buy	+5,900	New	+$313K	﹤0.01%	4220
2022 Q1	–	Sell	-39,000	Closed	-$1.11M	–	2557
2021 Q4	$1.11M	Buy	39,000 +9,300	+31%	+$294K	﹤0.01%	2458
2021 Q3	$1.09M	Sell	29,700 -3,600	-11%	-$110K	﹤0.01%	2541
2021 Q2	$1.14M	Buy	33,300 +19,500	+141%	+$536K	﹤0.01%	2367
2021 Q1	$372K	Buy	+13,800	New	+$456K	﹤0.01%	3173

Other funds holding ACMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

WFM Asia Road Town, Tortola, British Virgin Islands $663M AUM 15.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

John Overdeck's ACMR Position: Q2 2026 in Review

John Overdeck increased its ACM Research (ACMR) stake by 305% in Q2 2026, buying an estimated $11.3M and bringing the position to 212,544 shares worth $27M. The position accounts for 0.02% of the portfolio, ranked #870.

John Overdeck first reported a position in ACMR in Q2 2019 and has held it in 15 quarters since. 373 funds tracked by Wall St. Rank hold ACMR as of Q2 2026.

John Overdeck held 212,544 shares of ACM Research worth $27M as of Q2 2026.
John Overdeck bought 160,128 ACM Research shares in Q2 2026, an estimated $11.3M.
ACM Research made up 0.02% of John Overdeck's portfolio in Q2 2026, its #870 holding.
John Overdeck first reported a position in ACM Research in Q2 2019 and has held it in 15 quarters since.
373 funds tracked by Wall St. Rank held ACM Research as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.