- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 10 Feb 2026
- Managers listing it
- 21
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 4 listed it in both
- Shares listed
- 6,240,900
- combined, among listed positions
- Reported value
- $246m
- combined, at the quarter end
Among the 92 comparable managers: 12 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,704,144.
Managers listing ACMR in Q4 2025
21 of 21 holders
Largest increases and reductions, by shares
Increases
- Invesco Ltdexisting position · 1,342,136 shares now+1,095,634
- Janus Henderson Group Ltdexisting position · 1,082,982 shares now+1,011,088
- Fidelity (FMR LLC)existing position · 803,666 shares now+555,495
- Discovery Capital Management LLCexisting position · 296,200 shares now+229,600
- Southeastern Asset Management Incexisting position · 1,680,181 shares now+194,494
Reductions
- Citadel Advisors LLCexisting position · 143,022 shares now-251,947
- Millennium Management LLCexisting position · 23,500 shares now-186,838
- Renaissance Technologies LLCexisting position · 124,439 shares now-175,486
- Susquehanna International Group LLPexisting position · 20,243 shares now-100,363
- D. E. Shaw & Co.existing position · 30,839 shares now-82,745
New positions and exits
New (3)
- Freestone Grove Partners LP$401k
- Walleye Capital LLC$246k
- Man Group PLC$209k
Exited (8)
- Two Sigma Investments LPwas $7.6m
- Jane Street Group LLCwas $6.9m
- Marshall Wace LLPwas $4.4m
- Tudor Investment Corpwas $2.9m
- ExodusPoint Capital Management LPwas $1.9m
- Two Sigma Advisers LPwas $1.4m
- Caxton Associates LLPwas $264k
- Quantbot Technologies LPwas $11k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2020 | 1 | $48k | n.a. | n.a. |
| Q3 2020 | 2 | $23m | n.a. | n.a. |
| Q4 2020 | 3 | $36m | n.a. | n.a. |
| Q1 2021 | 2 | $3.4m | n.a. | n.a. |
| Q2 2021 | 1 | $22k | n.a. | n.a. |
| Q3 2021 | 1 | $24k | n.a. | n.a. |
| Q4 2021 | 1 | $19k | n.a. | n.a. |
| Q1 2022 | 1 | $14k | n.a. | n.a. |
| Q2 2022 | 1 | $11k | n.a. | n.a. |
| Q3 2022 | 1 | $8k | n.a. | n.a. |
| Q4 2022 | 3 | $1.6m | n.a. | n.a. |
| Q1 2023 | 2 | $1.2m | n.a. | n.a. |
| Q2 2023 | 1 | $1.0m | n.a. | n.a. |
| Q3 2023 | 2 | $14m | n.a. | n.a. |
| Q4 2023 | 2 | $15m | 0 | 2 |
| Q1 2024 | 1 | $25m | 1 | 0 |
| Q2 2024 | 1 | $20m | 1 | 0 |
| Q3 2024 | 2 | $16m | 1 | 1 |
| Q4 2024 | 3 | $8.4m | 3 | 0 |
| Q1 2025 | 4 | $27m | 3 | 1 |
| Q2 2025 | 2 | $33m | 2 | 1 |
| Q3 2025 | 4 | $66m | 3 | 1 |
| Q4 2025 | 5 | $125m | 12 | 17 |
| Q1 2026 | 3 | $78m | 12 | 13 |
| Q2 2026 | 6 | $411m | 17 | 8 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
ACMR and GE →ACMR and LRCX →ACMR and GEV →Choose a stock to compare with ACMR →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own ACMR, latest filings →Back to the 13F Explorer →