Position in ACMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,969,708
+$24,907,139 QoQ
Shares Held
212,544
+305.5% QoQ
Ownership
0.305%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#48
of 376 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACMR Over Time
Shares Held
Position Value (USD)
Derivatives in ACMR
reported options exposure · as of Jun 30, 2026CallValue
$812,096
CallShares
6,400
PutValue
$951,675
PutShares
7,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $2,573,468,005 across 27 Semiconductor Equipment & Materials names. ACMR ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
461,505 | $918,136,461 | |
| 2 | Q |
Qnity Electronics, Inc.
|
1,731,805 | $282,821,074 | |
| 3 | ONTO |
Onto Innovation Inc.
|
632,976 | $239,549,767 | |
| 4 | TER |
Teradyne, Inc
|
469,082 | $226,960,634 | |
| 5 | AEHR |
Aehr Test Systems
|
1,164,614 | $111,872,820 | |
| 6 | ENTG |
Entegris Inc
|
551,105 | $99,121,745 | |
| 7 | LRCX |
Lam Research Corp
|
225,152 | $97,565,116 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
1,069,101 | $92,188,579 |
All Filings in ACMR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,969,708 | 212,544 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $951,675 | 7,500 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $812,096 | 6,400 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $2,062,569 | 52,416 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $232,165 | 5,900 | Call | Sole | 2026-05-15 | |
| 2025-09-30 | $7,604,445 | 194,338 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $903,735 | 44,519 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,145,736 | 49,685 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,779,784 | 438,565 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,627,682 | 83,300 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $988,533 | 54,600 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,643,311 | 202,088 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,379,135 | 288,815 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $1,108,508 | 13,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $1,628,655 | 19,100 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $1,540,001 | 14,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $1,089,000 | 9,900 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $1,134,640 | 11,100 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $1,431,078 | 14,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $872,532 | 10,800 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $371,634 | 4,600 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $211,249 | 2,600 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $6,768,197 | 97,948 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,792,242 | 60,812 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||