Acm Research Inc-class A (ACMR) 13F Positioning & Ownership Changes (Q2 2026)

ACMR ranks #1614 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ACMR is a top-conviction position for Cederberg Capital Ltd — at 32.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ACMR belongs to BlackRock, Inc., but the position matters far more to Cederberg Capital Ltd, who has 32.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Essential Partners LLC has trimmed its ACMR position for two straight quarters, cutting it by $69.5K while still holding $50.6K.

ACMR is down 8.6% today, but institutions show net buying of $1.6B this quarter — a divergence between today's price move and the underlying institutional flow.

ACMR posted net income of $150.2M over the trailing twelve months, and currently trades at a P/E of 23.8.

• Profitable — net income of $150.2M over the trailing twelve months
• Revenue grew 27.3% year over year
• Net income improved year over year, from $112.1M to $150.2M
• Operating cash flow was negative, using $10.3M in cash
• Current ratio of 3.27x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.64x equity — within a conventional range