FULLER & THALER ASSET MANAGEMENT, INC.
Position in ACMR — ACM Research, Inc.
CIK 1082327
SAN MATEO, CA
Position in ACMR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$81,139,556
+$55,379,384 QoQ
Shares Held
639,448
-49.6% QoQ
Ownership
0.918%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#16
of 374 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ACMR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $725,853,616 across 10 Semiconductor Equipment & Materials names. ACMR ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FORM |
Formfactor Inc
|
1,184,611 | $189,454,837 | |
| 2 | TER |
Teradyne, Inc
|
205,682 | $99,517,178 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
687,501 | $91,960,133 | |
| 4 | ACMR |
ACM Research, Inc.
This page
|
639,448 | $81,139,556 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
492,608 | $70,240,974 | |
| 6 | AMAT |
Applied Materials Inc /De
|
83,302 | $60,227,346 | |
| 7 | KLAC |
Kla Corp
|
190,910 | $57,599,456 | |
| 8 | LRCX |
Lam Research Corp
|
123,660 | $53,585,587 |
All Filings in ACMR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,139,556 | 639,448 | Shares | Sole | 2026-08-12 | |
| 2024-09-30 | $25,760,172 | 1,268,974 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $26,079,983 | 1,130,962 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $25,341,455 | 869,645 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $3,950,511 | 218,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,973,868 | 227,360 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,651,629 | 226,635 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||