Mason Hawkins's ACMR Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 1.5M shares of ACM Research, Inc. (ACMR) worth $58.13 M, representing 2.97% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Mason Hawkins has initiated a new position in ACMR, representing a fresh investment thesis on this company. Largest addition occurred in Q3 2025, adding 299.9K shares.
Analysis based on 13F filings available since 2013 Q2
Mason Hawkins's ACM Research (ACMR) Holding Value Over Time
Track share changes against reported price movement
Quarterly ACM Research (ACMR) Trades by Mason Hawkins
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +1.19 M | New Buy | 1.19 M | $25.90 |
| Q3 2025 | +299,943 | Add 25.30% | 1.49 M | $39.13 |
Mason Hawkins's ACM Research Investment FAQs
Mason Hawkins first purchased ACM Research, Inc. (ACMR) in Q2 2025, acquiring 1,185,744 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins has held ACM Research, Inc. (ACMR) for 2 quarters since Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins's largest addition to ACM Research, Inc. (ACMR) was in Q2 2025, adding 1,185,744 shares worth $30.71 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Mason Hawkins's firm, Southeastern Asset Management Inc/Tn/, owns 1,485,687 shares of ACM Research, Inc. (ACMR), valued at approximately $58.13 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, ACM Research, Inc. (ACMR) represents approximately 2.97% of Mason Hawkins's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins's peak holding in ACM Research, Inc. (ACMR) was 1,485,687 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.