MY.Alpha Management HK Advisors’s ACM Research ACMR Stock Holding History

MY.Alpha Management HK Advisors’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	$31.7M	Buy	+249,500	New	+$17.6M	12.19%	4
2026 Q1	–	Sell	-105,605	Closed	-$4.17M	–	12
2025 Q4	$4.17M	Sell	105,605 -254,632	-71%	-$9.49M	2.23%	10
2025 Q3	$14.1M	Buy	+360,237	New	+$10.7M	9.13%	6

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

MY.Alpha Management HK Advisors's ACMR Position: Q2 2026 in Review

MY.Alpha Management HK Advisors opened a new position in ACM Research (ACMR) in Q2 2026: 249,500 shares worth $31.7M. The stake represents 12.19% of the portfolio and ranks #4 among its holdings. This is a return to the name: MY.Alpha Management HK Advisors previously reported a position in ACMR as recently as Q4 2025.

MY.Alpha Management HK Advisors first reported a position in ACMR in Q3 2025 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold ACMR as of Q2 2026.

MY.Alpha Management HK Advisors held 249,500 shares of ACM Research worth $31.7M as of Q2 2026.
ACM Research was a new MY.Alpha Management HK Advisors position in Q2 2026.
ACM Research made up 12.19% of MY.Alpha Management HK Advisors's portfolio in Q2 2026, its #4 holding.
MY.Alpha Management HK Advisors first reported a position in ACM Research in Q3 2025 and has held it in 3 quarters since.
373 funds tracked by Wall St. Rank held ACM Research as of Q2 2026.

Based on MY.Alpha Management HK Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.