Free · no sign-up · Q2 2026

Which funds own ACMR

ACM Research, Inc. in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $37m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 4; at least, of 91 current
Combined value: $37m; as reported
Opened: 2; new this quarter
Added to: 0; already held
Trimmed or sold out: 2; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Southeastern Asset Management Inc Activist · $1.9bn book	$18m	0.9%	139,478	-$13m-643,422	Trimmed
Dodge & Cox Activist · $191bn book	$15m	0.0%	116,392	+$10m-3,500	Trimmed
Soros Fund Management LLC Macro · $8.1bn book	$3.8m	0.0%	30,122	opened30,122	New
Maverick Capital Ltd Long/short equity · $11.3bn book	$700k	0.0%	5,315	opened5,315	New

Ownership through time

At least 6 of the 95 managers whose filings are on file listed ACMR in Q2 2026, against 1 in Q1 2020. 3 managers more than in Q1 2026: 3 started positions.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Largest increases, by shares

Capital World Investorsnew: 2,398,036 shares+$304m
Soros Fund Management LLCnew: 30,122 shares+$3.8m
Maverick Capital Ltdnew: 5,315 shares+$674k

Largest decreases, by shares

Southeastern Asset Management Inc782,900 to 139,478 shares-$82m
Janus Henderson Group Ltd1,085,634 to 553,768 shares-$67m
Dodge & Cox119,892 to 116,392 shares-$444k

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Capital World Investors	Q2 2026	$304m	$304m
Janus Henderson Group Ltd	Q4 2025	$70m	$70m
Southeastern Asset Management Inc	Q2 2025	$66m	$18m
Dodge & Cox	Q3 2024	$15m	$15m
Soros Fund Management LLC	Q2 2026	$3.8m	$3.8m
Maverick Capital Ltd	Q2 2026	$674k	$674k
Discovery Capital Management LLC	Q3 2020	$29m	last listed Q4 2025
Voloridge Investment Management LLC	Q3 2020	$25m	last listed Q3 2024
Point72 Asset Management LP	Q1 2025	$22m	last listed Q1 2025
Davidson Kempner Capital Management LP	Q4 2024	$5.9m	last listed Q1 2025
ExodusPoint Capital Management LP	Q1 2021	$3.4m	last listed Q1 2021
PDT Partners LLC	Q4 2022	$2.8m	last listed Q4 2025
Caxton Associates LLP	Q4 2022	$585k	last listed Q4 2022
Quantbot Technologies LP	Q1 2020	$48k	last listed Q1 2020
Baillie Gifford & Co	Q4 2020	$24k	last listed Q1 2023

What ACMR is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around ACMR →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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