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Mason Hawkins’s ACM Research ACMR Stock Holding History

Mason Hawkins’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 		$17.7M Sell
139,478
-643,422
-82% -$45.5M 0.92% 30
2026
Q1 		$30.8M Sell
782,900
-897,281
-53% -$47.6M 1.52% 21
2025
Q4 		$66.3M Buy
1,680,181
+194,494
+13% +$7.25M 2.95% 12
2025
Q3 		$58.1M Buy
1,485,687
+299,943
+25% +$8.9M 2.97% 14
2025
Q2 		$30.7M Buy
+1,185,744
New +$26.7M 1.55% 29

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

Mason Hawkins's ACMR Position: Q2 2026 in Review

Mason Hawkins reduced its ACM Research (ACMR) stake by 82% in Q2 2026, selling an estimated $45.5M and leaving 139,478 shares worth $17.7M. The position accounts for 0.92% of the portfolio, ranked #30.

Mason Hawkins first reported a position in ACMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $66.3M in Q4 2025. 373 funds tracked by Wall St. Rank hold ACMR as of Q2 2026.

  • Mason Hawkins held 139,478 shares of ACM Research worth $17.7M as of Q2 2026.
  • Mason Hawkins sold 643,422 ACM Research shares in Q2 2026, an estimated $45.5M.
  • ACM Research made up 0.92% of Mason Hawkins's portfolio in Q2 2026, its #30 holding.
  • Mason Hawkins first reported a position in ACM Research in Q2 2025 and has held it in 5 quarters since.
  • Mason Hawkins's ACM Research position peaked at $66.3M in Q4 2025.
  • 373 funds tracked by Wall St. Rank held ACM Research as of Q2 2026.

Based on Southeastern Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.