Position in ACMR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$94,976,911
+$64,940,348 QoQ
Shares Held
748,498
-1.9% QoQ
Ownership
1.07%
of shares outstanding
% of Portfolio
22.89%
of 13F equity value
Holder Rank
#12
of 376 holders
Holding Since
Mar 2026
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 Jun 30, 2026Polunin Capital Partners Ltd holds $117,939,729 across 2 Semiconductor Equipment & Materials names. ACMR ranks #1 (80.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACMR |
ACM Research, Inc.
This page
|
748,498 | $94,976,911 | |
| 2 | DQ |
Daqo New Energy Corp.
|
1,714,923 | $22,962,818 |
All Filings in ACMR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,976,911 | 748,498 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $30,036,563 | 763,318 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||