Which hedge funds own ACMR? ACM RESEARCH INC, Q2 2026 13F holders
53 tracked hedge funds disclosed a position in ACMR (ACM RESEARCH INC) in their Q2 2026 13F filings, worth $1.0bn in total. The largest holder by portfolio weight is Cederberg Capital Ltd at 32.2% of its book. 27 opened a new position this quarter: WFM ASIA (BVI) Ltd, MY.Alpha Management HK Advisors Ltd, BRIGHT VALLEY CAPITAL Ltd, Kultura Capital Management LP. 11 exited: Oxbow Capital Management (HK) Ltd, IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd, Capelight Capital Asset Management LP.
- 53
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 27
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 11
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $211m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $35.6m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.0bn
- Combined value Sum of the holders' reported positions in the security.
- 4.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Oxbow Capital Management (HK) Ltd | 6.3% | $23.5m |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 1.7% | $1.0m |
| Capelight Capital Asset Management LP | 1.0% | $1.2m |
| Gsa Capital Partners LLP | 0.07% | $1.1m |
| Mirabella Financial Services LLP | 0.07% | $673k |
| Y-Intercept (Hong Kong) Ltd | 0.06% | $3.0m |
| Numerai GP LLC | 0.04% | $396k |
| Boothbay Fund Management, LLC | 0.03% | $1.5m |
| Brevan Howard Capital Management LP | 0.01% | $767k |
| Magnetar Financial LLC | 0.01% | $720k |
| Balyasny Asset Management L.P. | 0.0% | $1.9m |
Ownership over time
Who discovered ACMR first? Beta
The run: Q3 2019 → Q3 2021, +694%
| Ariose Capital Management Ltd high conviction | Q3 2023 | – | +4.0 pts |
| Indus Capital Partners, LLC high conviction | Q2 2020 | – | +2.3 pts |
| Jericho Capital Asset Management L.P. | Q1 2021 | – | +0.6 pts |
| KADENSA CAPITAL Ltd high conviction | Q3 2020 | – | +0.5 pts |
| Discovery Capital Management, LLC | Q3 2020 | – | +0.5 pts |
| Central Asset Investments & Management Holdings (HK) Ltd | Q2 2020 | – | +0.3 pts |
| Cooper Creek Partners Management LLC | Q4 2019 | – | −0.2 pts |
| Yiheng Capital Management, L.P. high conviction | Q2 2021 | – | −2.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.