Position in ACMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,514,346
+$19,238,223 QoQ
Shares Held
177,432
+113.1% QoQ
Ownership
0.255%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#54
of 374 holders
Holding Since
Mar 2023
9 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, 2026Portolan Capital Management, LLC holds $93,876,900 across 6 Semiconductor Equipment & Materials names. ACMR ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VECO |
Veeco Instruments Inc
|
401,639 | $30,444,236 | |
| 2 | ACMR |
ACM Research, Inc.
This page
|
177,432 | $22,514,346 | |
| 3 | COHU |
Cohu Inc
|
206,120 | $15,234,329 | |
| 4 | ONTO |
Onto Innovation Inc.
|
36,503 | $13,814,560 | |
| 5 | AMBA |
Ambarella Inc
|
97,072 | $8,328,777 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
24,831 | $3,540,652 |
All Filings in ACMR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,514,346 | 177,432 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,276,123 | 83,256 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,263,211 | 285,506 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,881,301 | 405,860 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $18,705,455 | 921,451 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,735,555 | 855,835 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,689,937 | 538,433 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,622,308 | 799,504 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $6,574,159 | 561,894 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||