Steamboat Capital Partners’s ACM Research ACMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15M Buy
579,975
+104,975
+22% +$2.72M 4.28% 1
2025
Q1
$11.1M Sell
475,000
-273,925
-37% -$6.39M 3.35% 11
2024
Q4
$11.3M Sell
748,925
-230,083
-24% -$3.47M 3.49% 9
2024
Q3
$19.9M Buy
979,008
+279,800
+40% +$5.68M 6.26% 3
2024
Q2
$16.1M Sell
699,208
-792
-0.1% -$18.3K 5.92% 4
2024
Q1
$20.4M Buy
+700,000
New +$20.4M 7.03% 2