Position in ACMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,439,178
-$590,227 QoQ
Shares Held
58,627
-71.3% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 376 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ACMR Over Time
Shares Held
Position Value (USD)
Derivatives in ACMR
reported options exposure · as of Jun 30, 2026CallValue
$6,344,500
CallShares
50,000
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, 2026WELLS FARGO & COMPANY/MN holds $7,964,846,561 across 29 Semiconductor Equipment & Materials names. ACMR ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
7,313,492 | $3,169,155,485 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,080,426 | $1,504,147,998 | |
| 3 | ASML |
Asml Holding NV
|
718,985 | $1,430,377,443 | |
| 4 | KLAC |
Kla Corp
|
3,495,695 | $1,054,686,137 | |
| 5 | TER |
Teradyne, Inc
|
546,810 | $264,568,548 | |
| 6 | Q |
Qnity Electronics, Inc.
|
777,950 | $127,047,012 | |
| 7 | ENTG |
Entegris Inc
|
617,322 | $111,031,532 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
778,711 | $67,148,247 |
All Filings in ACMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,344,500 | 50,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $7,439,178 | 58,627 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,029,405 | 204,051 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $3,296,323 | 83,557 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,592,283 | 66,248 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,108,748 | 197,249 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,520,883 | 108,007 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $511,753 | 33,891 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $960,533 | 47,317 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,076,485 | 46,682 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,654,072 | 56,763 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,026,513 | 52,534 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $416,123 | 22,984 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $267,799 | 20,474 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $107,920 | 9,224 | Shares | Defined | 2023-05-12 | |
| 2022-09-30 | $11,799 | 947 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,754 | 639 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,717 | 228 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,395 | 75 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,250 | 75 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,848 | 67 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,332 | 66 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,138,391 | 14,011 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,110,572 | 16,072 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $998,072 | 16,005 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $398,431 | 13,456 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||