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Steamboat Capital Partners’s ACM Research ACMR Stock Holding History

Steamboat 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
Q1 		$8.79M Sell
223,391
-280,770
-56% -$14.9M 2.18% 19
2025
Q4 		$19.9M Sell
504,161
-20,839
-4% -$777K 5.46% 1
2025
Q3 		$20.5M Sell
525,000
-54,975
-9% -$1.63M 5.35% 1
2025
Q2 		$15M Buy
579,975
+104,975
+22% +$2.36M 4.28% 1
2025
Q1 		$11.1M Sell
475,000
-273,925
-37% -$6.26M 3.35% 11
2024
Q4 		$11.3M Sell
748,925
-230,083
-24% -$4.16M 3.49% 9
2024
Q3 		$19.9M Buy
979,008
+279,800
+40% +$5.36M 6.26% 3
2024
Q2 		$16.1M Sell
699,208
-792
-0.1% -$20K 5.92% 4
2024
Q1 		$20.4M Buy
+700,000
New +$16M 7.03% 2

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VPM
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Morgan Stanley
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Janus Henderson Group
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VARA
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PCP
Polunin Capital Partners London, United Kingdom $385M AUM 17.34% 1-Year Est. Return