Position in ACMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$0
+$0 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Common Shares in ACMR Over Time
Shares Held
Position Value (USD)
Derivatives in ACMR
reported options exposure · as of Jun 30, 2026CallValue
$28,093,446
CallShares
221,400
PutValue
$26,278,919
PutShares
207,100
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, 2026Point72 Asset Management, L.P. holds $2,669,370,437 across 16 Semiconductor Equipment & Materials names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
554,661 | $1,103,464,724 | |
| 2 | AMAT |
Applied Materials Inc /De
|
599,984 | $433,788,432 | |
| 3 | ONTO |
Onto Innovation Inc.
|
972,161 | $367,914,330 | |
| 4 | TER |
Teradyne, Inc
|
458,710 | $221,942,246 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
2,477,326 | $213,619,820 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
1,342,415 | $179,561,430 | |
| 7 | Q |
Qnity Electronics, Inc.
|
334,145 | $54,569,219 | |
| 8 | COHU |
Cohu Inc
|
653,112 | $48,271,507 |
All Filings in ACMR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,093,446 | 221,400 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $26,278,919 | 207,100 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $6,559,645 | 166,700 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $5,442,105 | 138,300 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $3,120,495 | 79,100 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $3,053,430 | 77,400 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $78,260 | 2,000 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $273,910 | 7,000 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $6,533,793 | 252,270 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $181,300 | 7,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $461,020 | 17,800 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $464,466 | 19,900 | Put | Defined | 2025-07-21 | |
| 2025-03-31 | $567,162 | 24,300 | Call | Defined | 2025-07-21 | |
| 2025-03-31 | $21,801,917 | 934,101 | Shares | Defined | 2025-07-21 | |
| 2024-06-30 | $1,858,935 | 80,613 | Shares | Defined | 2024-09-16 | |
| 2024-03-31 | $4,239,870 | 145,500 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $635,597 | 32,528 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $449,004 | 24,800 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $132,108 | 10,100 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,544,400 | 132,000 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $1,465,296 | 117,600 | Shares | Defined | 2022-11-14 | |
| 2021-09-30 | $172,370 | 1,567 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $807,900 | 10,000 | Shares | Defined | 2021-05-17 | |
| 2020-06-30 | $784,614 | 12,582 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $714,548 | 24,132 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||