Position in ACMR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,353,561
+$217,480 QoQ
Shares Held
34,398
+19.4% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Oakum Bay Capital LLC holds $3,038,197 across 2 Semiconductor Equipment & Materials names. ACMR ranks #2 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VECO |
Veeco Instruments Inc
|
49,753 | $1,684,636 | |
| 2 | ACMR |
ACM Research, Inc.
This page
|
34,398 | $1,353,561 |
All Filings in ACMR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,353,561 | 34,398 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,136,081 | 28,798 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||