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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
Q2 		$23.2M Sell
182,773
-40,618
-18% -$2.87M 4.96% 1
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

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

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

Steamboat Capital Partners reduced its ACM Research (ACMR) stake by 18% in Q2 2026, selling an estimated $2.87M and leaving 182,773 shares worth $23.2M. The position accounts for 4.96% of the portfolio, ranked #1.

Steamboat Capital Partners first reported a position in ACMR in Q1 2024 and has held it in 10 quarters since. 375 funds tracked by Wall St. Rank hold ACMR as of Q2 2026.

  • Steamboat Capital Partners held 182,773 shares of ACM Research worth $23.2M as of Q2 2026.
  • Steamboat Capital Partners sold 40,618 ACM Research shares in Q2 2026, an estimated $2.87M.
  • ACM Research made up 4.96% of Steamboat Capital Partners's portfolio in Q2 2026, its #1 holding.
  • Steamboat Capital Partners first reported a position in ACM Research in Q1 2024 and has held it in 10 quarters since.
  • 375 funds tracked by Wall St. Rank held ACM Research as of Q2 2026.

Based on Steamboat Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.