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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.42M Buy
286,497
+72,100
+34% +$1.87M 3.87% 8
2025
Q1 		$5M Sell
214,397
-1,733,606
-89% -$40.5M 2.09% 14
2024
Q4 		$29.4M Buy
1,948,003
+1,648,685
+551% +$24.9M 9.94% 1
2024
Q3 		$6.08M Buy
+299,318
New +$6.08M 2.07% 17