Position in ACMR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,453,438
+$2,139,070 QoQ
Shares Held
27,216
-18.5% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#122
of 374 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ACMR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NorthCrest Asset Manangement, LLC holds $188,628,227 across 13 Semiconductor Equipment & Materials names. ACMR ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
185,724 | $134,278,452 | |
| 2 | LRCX |
Lam Research Corp
|
65,453 | $28,362,748 | |
| 3 | ONTO |
Onto Innovation Inc.
|
13,592 | $5,143,892 | |
| 4 | ASML |
Asml Holding NV
|
2,420 | $4,814,444 | |
| 5 | TER |
Teradyne, Inc
|
7,525 | $3,640,896 | |
| 6 | ACMR |
ACM Research, Inc.
This page
|
27,216 | $3,453,438 | |
| 7 | FORM |
Formfactor Inc
|
18,353 | $2,935,195 | |
| 8 | PLAB |
Photronics Inc
|
69,134 | $2,248,929 |
All Filings in ACMR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,453,438 | 27,216 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,314,368 | 33,402 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,324,731 | 33,580 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,313,594 | 33,570 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $680,444 | 26,272 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $794,423 | 34,037 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $504,189 | 33,390 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $685,774 | 33,782 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $779,059 | 33,784 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $984,057 | 33,770 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $667,681 | 34,170 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||