Panview Asian Equity Master Fund’s ACM Research ACMR Stock Holding History

Panview Asian Equity Master Fund’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
2024 Q3	$23.7M	Buy	1,167,199 +504,000	+76%	+$9.66M	5.51%	8
2024 Q2	$15.3M	Buy	663,199 +295,446	+80%	+$7.48M	3.86%	9
2024 Q1	$10.7M	Sell	367,753 -690,000	-65%	-$15.8M	3.36%	11
2023 Q4	$20.7M	Buy	1,057,753 +767,753	+265%	+$13.4M	13.77%	3
2023 Q3	$5.25M	Buy	+290,000	New	+$4.31M	7.84%	5
2021 Q4	–	Sell	-248,475	Closed	-$9.11M	–	6
2021 Q3	$9.11M	Sell	248,475 -206,475	-45%	-$6.32M	13.11%	3
2021 Q2	$15.5M	Buy	454,950 +73,218	+19%	+$2.01M	12.31%	2
2021 Q1	$10.3M	Buy	+381,732	New	+$12.6M	9.88%	6

Other funds holding ACMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCP

Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Panview Asian Equity Master Fund's ACMR Position: Q3 2024 in Review

Panview Asian Equity Master Fund increased its ACM Research (ACMR) stake by 76% in Q3 2024, buying an estimated $9.66M and bringing the position to 1,167,199 shares worth $23.7M. The position accounts for 5.51% of the portfolio, ranked #8.

Panview Asian Equity Master Fund first reported a position in ACMR in Q1 2021 and has held it in 8 quarters since. 185 funds tracked by Wall St. Rank hold ACMR as of Q3 2024.

Panview Asian Equity Master Fund held 1,167,199 shares of ACM Research worth $23.7M as of Q3 2024.
Panview Asian Equity Master Fund bought 504,000 ACM Research shares in Q3 2024, an estimated $9.66M.
ACM Research made up 5.51% of Panview Asian Equity Master Fund's portfolio in Q3 2024, its #8 holding.
Panview Asian Equity Master Fund first reported a position in ACM Research in Q1 2021 and has held it in 8 quarters since.
185 funds tracked by Wall St. Rank held ACM Research as of Q3 2024.

Based on Panview Asian Equity Master Fund's 13F filing for Q3 2024, filed 13 Nov 2024.