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Triata Capital’s ACM Research ACMR Stock Holding History

Triata 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
-1,929,919
Closed -$76.1M – 15
2025
Q4 		$76.1M Sell
1,929,919
-73,306
-4% -$2.73M 9.23% 4
2025
Q3 		$78.4M Buy
2,003,225
+413,000
+26% +$12.3M 9.15% 4
2025
Q2 		$41.2M Buy
1,590,225
+219,100
+16% +$4.93M 8.04% 4
2025
Q1 		$32M Buy
1,371,125
+344,158
+34% +$7.86M 7.24% 5
2024
Q4 		$15.5M Buy
+1,026,967
New +$18.6M 6.42% 6

Other funds holding ACMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Triata Capital's ACMR Position: Q1 2026 in Review

Triata Capital sold out of ACM Research (ACMR) in Q1 2026, closing a stake of 1,929,919 shares — an estimated $76.1M sold.

Triata Capital first reported a position in ACMR in Q4 2024 and held it in 5 quarters. The position peaked at $78.4M in Q3 2025. 300 funds tracked by Wall St. Rank hold ACMR as of Q1 2026.

  • Triata Capital reported no remaining ACM Research position as of Q1 2026 after selling out during the quarter.
  • Triata Capital sold 1,929,919 ACM Research shares in Q1 2026, an estimated $76.1M.
  • Triata Capital first reported a position in ACM Research in Q4 2024 and held it in 5 quarters.
  • Triata Capital's ACM Research position peaked at $78.4M in Q3 2025.
  • 300 funds tracked by Wall St. Rank held ACM Research as of Q1 2026.

Based on Triata Capital's 13F filing for Q1 2026, filed 14 May 2026.