Position in ACMR
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,314,368
-$10,363 QoQ
Shares Held
33,402
-0.5% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 2.676486437937848.ToString("F0")%
Shared 0.ToString("F0")%
None 97.32351356206215.ToString("F0")%
Common Shares in ACMR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026NorthCrest Asset Manangement, LLC holds $87,172,363 across 12 Semiconductor Equipment & Materials names. ACMR ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
164,724 | $56,301,015 | |
| 2 | LRCX |
Lam Research Corp
|
74,917 | $16,006,766 | |
| 3 | ASML |
Asml Holding NV
|
2,422 | $3,199,050 | |
| 4 | ONTO |
Onto Innovation Inc.
|
14,017 | $2,874,466 | |
| 5 | PLAB |
Photronics Inc
|
68,043 | $2,749,617 | |
| 6 | FORM |
Formfactor Inc
|
19,619 | $1,902,846 | |
| 7 | TER |
Teradyne, Inc
|
5,979 | $1,772,534 | |
| 8 | ACMR |
ACM Research, Inc.
This page
|
33,402 | $1,314,368 |
All Filings in ACMR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2024-09-30 | $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. | ||||||