- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 21 Jul 2025
- latest of these filings; the earliest 14 May 2025
- Managers listing it
- 4
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 3 listed it in both
- Shares listed
- 1,161,148
- combined, among listed positions
- Reported value
- $27m
- combined, at the quarter end
Among the 95 comparable managers: 3 buyers (opened or added shares) and 1 seller (trimmed or exited), at least, among listed positions. Their net change in shares was +605,756.
Managers listing ACMR in Q1 2025
4 of 4 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Point72 Asset Management LP | 934,101 | $22m | under 0.1% | New | new | 21 Jul 2025 (the filing on sec.gov) |
| PDT Partners LLC | 121,602 | $2.8m | 0.20% | Added | +13,572 | 15 May 2025 (the filing on sec.gov) |
| Dodge & Cox | 63,092 | $1.5m | under 0.1% | Added | +9,500 | 14 May 2025 (the filing on sec.gov) |
| Davidson Kempner Capital Management LP | 42,353 | $989k | under 0.1% | Trimmed | -351,417 | 15 May 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Point72 Asset Management LPnew position · 934,101 shares now+934,101
- PDT Partners LLCexisting position · 121,602 shares now+13,572
- Dodge & Coxexisting position · 63,092 shares now+9,500
Reductions
- Davidson Kempner Capital Management LPexisting position · 42,353 shares now-351,417
New positions and exits
New (1)
Exited (0)
No exit shown by a manager’s own filing.
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 →