OBC
ACMR icon

Oakum Bay Capital’s ACM Research ACMR Stock Holding History

Oakum Bay Capital’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 		$1.35M Buy
34,398
+5,600
+19% +$297K 0.73% 20
2025
Q4 		$1.14M Buy
+28,798
New +$1.07M 0.56% 23

Other funds holding ACMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Oakum Bay Capital's ACMR Position: Q1 2026 in Review

Oakum Bay Capital increased its ACM Research (ACMR) stake by 19% in Q1 2026, buying an estimated $297K and bringing the position to 34,398 shares worth $1.35M. The position accounts for 0.73% of the portfolio, ranked #20.

Oakum Bay Capital first reported a position in ACMR in Q4 2025 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold ACMR as of Q1 2026.

  • Oakum Bay Capital held 34,398 shares of ACM Research worth $1.35M as of Q1 2026.
  • Oakum Bay Capital bought 5,600 ACM Research shares in Q1 2026, an estimated $297K.
  • ACM Research made up 0.73% of Oakum Bay Capital's portfolio in Q1 2026, its #20 holding.
  • Oakum Bay Capital first reported a position in ACM Research in Q4 2025 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held ACM Research as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.