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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 		$952K Buy
+7,500
New +$530K ﹤0.01% 3656
2022
Q1 		– Sell
-57,300
Closed -$1.63M – 2558
2021
Q4 		$1.63M Buy
57,300
+15,300
+36% +$484K ﹤0.01% 2113
2021
Q3 		$1.54M Hold
42,000
– – ﹤0.01% 2220
2021
Q2 		$1.43M Buy
42,000
+9,600
+30% +$264K ﹤0.01% 2166
2021
Q1 		$873K Buy
32,400
+24,600
+315% +$813K ﹤0.01% 2444
2020
Q4 		$211K Buy
+7,800
New +$200K ﹤0.01% 3092

Other funds holding ACMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
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
WA
WFM Asia Road Town, Tortola, British Virgin Islands $663M AUM 15.46% 1-Year Est. Return
Dimensional Fund Advisors
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.