Position in ACMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,131,752
+$1,915,011 QoQ
Shares Held
16,800
+203.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#145
of 374 holders
Holding Since
Dec 2021
12 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, 2026Aquatic Capital Management LLC holds $10,607,662 across 9 Semiconductor Equipment & Materials names. ACMR ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLAB |
Photronics Inc
|
110,256 | $3,586,627 | |
| 2 | ACMR |
ACM Research, Inc.
This page
|
16,800 | $2,131,752 | |
| 3 | FORM |
Formfactor Inc
|
7,235 | $1,157,093 | |
| 4 | LRCX |
Lam Research Corp
|
1,929 | $835,893 | |
| 5 | IPGP |
Ipg Photonics Corp
|
6,600 | $774,312 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
3,840 | $727,488 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,581 | $598,329 | |
| 8 | CAMT |
Camtek Ltd
|
3,643 | $594,246 |
All Filings in ACMR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,131,752 | 16,800 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $216,741 | 5,539 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,544,442 | 59,631 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,427,427 | 61,158 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $1,185,284 | 51,400 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $431,272 | 14,800 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $144,596 | 7,400 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28,968 | 1,600 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $24,570 | 2,100 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $118,370 | 9,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $166,617 | 9,900 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $17,053 | 200 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||