VARA
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Value Aligned Research Advisors’s ACM Research ACMR Stock Holding History

Value Aligned Research Advisors’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 		$134M Buy
1,053,949
+98,022
+10% +$6.93M 0.33% 53
2026
Q1 		$37.6M Buy
+955,927
New +$50.7M 0.18% 57

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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Value Aligned Research Advisors's ACMR Position: Q2 2026 in Review

Value Aligned Research Advisors increased its ACM Research (ACMR) stake by 10% in Q2 2026, buying an estimated $6.93M and bringing the position to 1,053,949 shares worth $134M. The position accounts for 0.33% of the portfolio, ranked #53.

Value Aligned Research Advisors first reported a position in ACMR in Q1 2026 and has held it in 2 quarters since. 373 funds tracked by Wall St. Rank hold ACMR as of Q2 2026.

  • Value Aligned Research Advisors held 1,053,949 shares of ACM Research worth $134M as of Q2 2026.
  • Value Aligned Research Advisors bought 98,022 ACM Research shares in Q2 2026, an estimated $6.93M.
  • ACM Research made up 0.33% of Value Aligned Research Advisors's portfolio in Q2 2026, its #53 holding.
  • Value Aligned Research Advisors first reported a position in ACM Research in Q1 2026 and has held it in 2 quarters since.
  • 373 funds tracked by Wall St. Rank held ACM Research as of Q2 2026.

Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.