Value Aligned Research Advisors, LLC
Position in ACMR — ACM Research, Inc.
CIK 1963565
PRINCETON, NJ
Position in ACMR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$133,735,588
+$96,119,861 QoQ
Shares Held
1,053,949
+10.3% QoQ
Ownership
1.51%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#8
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)
Derivatives in ACMR
reported options exposure · as of Jun 30, 2026CallValue
$12,689
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Value Aligned Research Advisors, LLC holds $377,092,515 across 4 Semiconductor Equipment & Materials names. ACMR ranks #2 (35.5% of the industry book) .
All Filings in ACMR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,689 | 100 | Call | Sole | 2026-08-17 | |
| 2026-06-30 | $133,735,588 | 1,053,949 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $37,615,727 | 955,927 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $3,935 | 100 | Call | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||