Value Aligned Research Advisors, LLC
Position in ACMR — ACM Research, Inc.
CIK 1963565
PRINCETON, NJ
Position in ACMR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$37,615,727
New position
Shares Held
955,927
first reported quarter
Ownership
1.44%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Derivatives in ACMR
reported options exposure · as of Mar 31, 2026CallValue
$3,935
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 Mar 31, 2026Value Aligned Research Advisors, LLC holds $637,146,051 across 5 Semiconductor Equipment & Materials names. ACMR ranks #4 (5.9% of the industry book) .
All Filings in ACMR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||