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Polunin Capital Partners’s ACM Research ACMR Stock Holding History

Polunin Capital Partners’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 		$77.1M Sell
748,498
-14,820
-2% -$1.05M 18.92% 1
2026
Q1 		$31.8M Buy
+763,318
New +$40.5M 8.25% 6

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

Polunin Capital Partners's ACMR Position: Q2 2026 in Review

Polunin Capital Partners reduced its ACM Research (ACMR) stake by 1.9% in Q2 2026, selling an estimated $1.05M and leaving 748,498 shares worth $77.1M. The position accounts for 18.92% of the portfolio, ranked #1.

Polunin Capital Partners first reported a position in ACMR in Q1 2026 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold ACMR as of Q2 2026.

  • Polunin Capital Partners held 748,498 shares of ACM Research worth $77.1M as of Q2 2026.
  • Polunin Capital Partners sold 14,820 ACM Research shares in Q2 2026, an estimated $1.05M.
  • ACM Research made up 18.92% of Polunin Capital Partners's portfolio in Q2 2026, its #1 holding.
  • Polunin Capital Partners first reported a position in ACM Research in Q1 2026 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held ACM Research as of Q2 2026.

Based on Polunin Capital Partners's 13F filing for Q2 2026, filed 15 Jul 2026.