Position in ACMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,828,171
+$15,248,385 QoQ
Shares Held
140,501
+114.3% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 376 holders
Holding Since
Mar 2020
25 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
$3,844,767
CallShares
30,300
PutValue
$0
PutShares
0
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, 2026MILLENNIUM MANAGEMENT LLC holds $1,482,024,171 across 26 Semiconductor Equipment & Materials names. ACMR ranks #16 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
696,499 | $301,813,911 | |
| 2 | AMAT |
Applied Materials Inc /De
|
319,450 | $230,962,350 | |
| 3 | Q |
Qnity Electronics, Inc.
|
934,087 | $152,545,747 | |
| 4 | ASML |
Asml Holding NV
|
74,461 | $148,135,684 | |
| 5 | FORM |
Formfactor Inc
|
670,867 | $107,291,759 | |
| 6 | AXTI |
Axt Inc
|
854,322 | $61,579,529 | |
| 7 | ONTO |
Onto Innovation Inc.
|
158,023 | $59,803,804 | |
| 8 | VECO |
Veeco Instruments Inc
|
766,219 | $58,079,400 |
All Filings in ACMR
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,844,767 | 30,300 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $17,828,171 | 140,501 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,579,786 | 65,560 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $927,075 | 23,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,230,525 | 210,338 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $214,970 | 8,300 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $13,425,239 | 518,349 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $940,065 | 40,277 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $583,500 | 25,000 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $392,343 | 25,983 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,093,058 | 497,195 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,309,838 | 924,104 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,015,251 | 240,743 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,157,022 | 59,213 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,906,211 | 491,920 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,105,464 | 772,589 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,622,179 | 1,335,229 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,214,957 | 1,843,704 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,862,246 | 149,458 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $7,226,830 | 349,291 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,197,654 | 178,230 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,568,524 | 41,532 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $23,538,687 | 230,275 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,533,350 | 204,646 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,676,696 | 32,944 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,541,120 | 80,190 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,599,326 | 121,862 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,611,020 | 54,408 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||