INTRINSIC EDGE CAPITAL MANAGEMENT LLC

Position in ACMR — ACM Research, Inc.

CIK 1671754 CHICAGO, IL

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Position in ACMR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$10,151,200

+$7,003,200 QoQ

Shares Held

80,000

0.0% QoQ

Ownership

0.115%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#78

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, 2026

INTRINSIC EDGE CAPITAL MANAGEMENT LLC holds $37,378,556 across 4 Semiconductor Equipment & Materials names. ACMR ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc.	40,000	$15,138,000
2	ACMR	ACM Research, Inc. This page	80,000	$10,151,200
3	COHU	Cohu Inc	116,000	$8,573,560
4	AEHR	Aehr Test Systems	36,600	$3,515,796

All Filings in ACMR

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,151,200	80,000	0.0%	Shares	Sole	2026-08-12
2026-03-31	$3,148,000	80,000	—	Shares	Sole	2026-05-18
No filing history on record for this holder in this stock.