Penn Capital Management Company, LLC

Position in ACMR — ACM Research, Inc.

CIK 1158202 PHILADELPHIA, PA

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Position in ACMR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$36,263,893

+$20,611,801 QoQ

Shares Held

285,790

-28.2% QoQ

Ownership

0.410%

of shares outstanding

% of Portfolio

2.31%

of 13F equity value

Holder Rank

#36

of 374 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in ACMR Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Penn Capital Management Company, LLC holds $70,068,711 across 4 Semiconductor Equipment & Materials names. ACMR ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACMR	ACM Research, Inc. This page	285,790	$36,263,893
2	CAMT	Camtek Ltd	117,014	$19,087,323
3	AEHR	Aehr Test Systems	150,547	$14,461,544
4	TER	Teradyne, Inc	529	$255,951

All Filings in ACMR

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,263,893	285,790	-28.2%	Shares	Sole	2026-07-30
2026-03-31	$15,652,092	397,766	-8.7%	Shares	Sole	2026-05-07
2025-12-31	$17,194,006	435,843	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.