KA
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Kerrisdale Advisers’s ACM Research ACMR Stock Holding History

Kerrisdale Advisers’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 		$8.8M Sell
223,755
-39,727
-15% -$2.11M 3.35% 6
2025
Q4 		$10.4M Buy
263,482
+86,901
+49% +$3.24M 4.9% 5
2025
Q3 		$6.91M Sell
176,581
-109,916
-38% -$3.26M 3.58% 9
2025
Q2 		$7.42M Buy
286,497
+72,100
+34% +$1.62M 3.87% 8
2025
Q1 		$5M Sell
214,397
-1,733,606
-89% -$39.6M 2.09% 14
2024
Q4 		$29.4M Buy
1,948,003
+1,648,685
+551% +$29.8M 9.94% 1
2024
Q3 		$6.08M Buy
+299,318
New +$5.74M 2.07% 17

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

Kerrisdale Advisers's ACMR Position: Q1 2026 in Review

Kerrisdale Advisers reduced its ACM Research (ACMR) stake by 15% in Q1 2026, selling an estimated $2.11M and leaving 223,755 shares worth $8.8M. The position accounts for 3.35% of the portfolio, ranked #6.

Kerrisdale Advisers first reported a position in ACMR in Q3 2024 and has held it in 7 quarters since. The position peaked at $29.4M in Q4 2024. 300 funds tracked by Wall St. Rank hold ACMR as of Q1 2026.

  • Kerrisdale Advisers held 223,755 shares of ACM Research worth $8.8M as of Q1 2026.
  • Kerrisdale Advisers sold 39,727 ACM Research shares in Q1 2026, an estimated $2.11M.
  • ACM Research made up 3.35% of Kerrisdale Advisers's portfolio in Q1 2026, its #6 holding.
  • Kerrisdale Advisers first reported a position in ACM Research in Q3 2024 and has held it in 7 quarters since.
  • Kerrisdale Advisers's ACM Research position peaked at $29.4M in Q4 2024.
  • 300 funds tracked by Wall St. Rank held ACM Research as of Q1 2026.

Based on Kerrisdale Advisers's 13F filing for Q1 2026, filed 15 May 2026.