CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Position in ACMR — ACM Research, Inc.
CIK 1365707
Norwell, MA
Position in ACMR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$661,858
+$461,134 QoQ
Shares Held
5,216
+2.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#212
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, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $42,568,606 across 8 Semiconductor Equipment & Materials names. ACMR ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
78,226 | $23,601,566 | |
| 2 | ASML |
Asml Holding NV
|
5,614 | $11,168,715 | |
| 3 | LRCX |
Lam Research Corp
|
5,237 | $2,269,349 | |
| 4 | TER |
Teradyne, Inc
|
4,661 | $2,255,178 | |
| 5 | AMAT |
Applied Materials Inc /De
|
2,664 | $1,926,072 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
4,972 | $665,054 | |
| 7 | ACMR |
ACM Research, Inc.
This page
|
5,216 | $661,858 | |
| 8 | ONTO |
Onto Innovation Inc.
|
55 | $20,814 |
All Filings in ACMR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,858 | 5,216 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $200,724 | 5,101 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $201,234 | 5,101 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||