Position in ACMR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$45,680,400
+$30,727,400 QoQ
Shares Held
360,000
-5.3% QoQ
Ownership
0.517%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#30
of 374 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACMR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Raiffeisen Bank International AG holds $596,485,759 across 11 Semiconductor Equipment & Materials names. ACMR ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
340,187 | $245,955,201 | |
| 2 | LRCX |
Lam Research Corp
|
374,248 | $162,172,885 | |
| 3 | KLAC |
Kla Corp
|
325,103 | $98,086,826 | |
| 4 | ACMR |
ACM Research, Inc.
This page
|
360,000 | $45,680,400 | |
| 5 | CAMT |
Camtek Ltd
|
94,400 | $15,398,528 | |
| 6 | TER |
Teradyne, Inc
|
22,492 | $10,882,529 | |
| 7 | NVMI |
Nova Ltd.
|
19,784 | $10,741,524 | |
| 8 | IPGP |
Ipg Photonics Corp
|
35,000 | $4,106,200 |
All Filings in ACMR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,680,400 | 360,000 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $14,953,000 | 380,000 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $17,160,750 | 435,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,021,550 | 435,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,266,500 | 435,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,670,000 | 500,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $10,570,000 | 700,000 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||