Seldon Capital’s ACM Research ACMR Stock Holding History

Seldon 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	–	Sell	-10,000	Closed	-$395K	–	66
2025 Q4	$395K	Sell	10,000 -183,242	-95%	-$6.83M	0.14%	46
2025 Q3	$7.56M	Buy	+193,242	New	+$5.74M	2.66%	12

Other funds holding ACMR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Seldon Capital's ACMR Position: Q1 2026 in Review

Seldon Capital sold out of ACM Research (ACMR) in Q1 2026, closing a stake of 10,000 shares — an estimated $395K sold.

Seldon Capital first reported a position in ACMR in Q3 2025 and held it in 2 quarters. The position peaked at $7.56M in Q3 2025. 300 funds tracked by Wall St. Rank hold ACMR as of Q1 2026.

Seldon Capital reported no remaining ACM Research position as of Q1 2026 after selling out during the quarter.
Seldon Capital sold 10,000 ACM Research shares in Q1 2026, an estimated $395K.
Seldon Capital first reported a position in ACM Research in Q3 2025 and held it in 2 quarters.
Seldon Capital's ACM Research position peaked at $7.56M in Q3 2025.
300 funds tracked by Wall St. Rank held ACM Research as of Q1 2026.

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