Position in ACMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,939,507
-$865,252 QoQ
Shares Held
62,570
-72.0% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#86
of 376 holders
Holding Since
Sep 2024
8 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, 2026Kerrisdale Advisers, LLC holds $12,802,421 across 2 Semiconductor Equipment & Materials names. ACMR ranks #1 (62.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACMR |
ACM Research, Inc.
This page
|
62,570 | $7,939,507 | |
| 2 | IPGP |
Ipg Photonics Corp
|
41,450 | $4,862,914 |
All Filings in ACMR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,939,507 | 62,570 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,804,759 | 223,755 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,394,364 | 263,482 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,909,614 | 176,581 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,420,272 | 286,497 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,004,025 | 214,397 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $29,414,845 | 1,948,003 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,076,155 | 299,318 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||