Position in ACMR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,240,129
+$5,968,925 QoQ
Shares Held
72,820
-12.4% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
#81
of 374 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACMR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Kendall Capital Management holds $30,607,444 across 7 Semiconductor Equipment & Materials names. ACMR ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
53,138 | $16,032,265 | |
| 2 | ACMR |
ACM Research, Inc.
This page
|
72,820 | $9,240,129 | |
| 3 | ASML |
Asml Holding NV
|
879 | $1,748,717 | |
| 4 | LRCX |
Lam Research Corp
|
3,390 | $1,468,988 | |
| 5 | PLAB |
Photronics Inc
|
44,032 | $1,432,360 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
2,425 | $345,780 | |
| 7 | VECO |
Veeco Instruments Inc
|
4,475 | $339,205 |
All Filings in ACMR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,240,129 | 72,820 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,271,204 | 83,131 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,322,518 | 84,221 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,004,049 | 76,771 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,400,024 | 54,055 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,055,901 | 45,240 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $673,535 | 44,605 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $773,125 | 38,085 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $303,469 | 13,160 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||