Mason Hawkins's ACMR Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 782,900 shares of ACM Research, Inc. (ACMR) worth $30.81 M, representing 1.52% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 4 quarters.
Based on 13F filings, Mason Hawkins has maintained this position in ACMR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 299,943 shares. Largest reduction occurred in Q1 2026, reducing 897,281 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -897,281 | Reduce 53.40% | 782,900 | $39.35 |
| Q4 2025 | +194,494 | Add 13.09% | 1.68 M | $39.45 |
| Q3 2025 | +299,943 | Add 25.30% | 1.49 M | $39.13 |
| Q2 2025 | +1.19 M | New Buy | 1.19 M | $25.90 |
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 4 quarters since Q2 2025.
Mason Hawkins's largest addition to ACM Research, Inc. (ACMR) was in Q2 2025, adding 1,185,744 shares worth $30.71 M.
According to the latest 13F filing for Q1 2026, Mason Hawkins's firm, Southeastern Asset Management Inc/Tn/, owns 782,900 shares of ACM Research, Inc. (ACMR), valued at approximately $30.81 M.
As of the Q1 2026 filing, ACM Research, Inc. (ACMR) represents approximately 1.52% of Mason Hawkins's publicly disclosed stock portfolio, making it one of their key holdings.
Mason Hawkins's peak holding in ACM Research, Inc. (ACMR) was 1,680,181 shares, as reported at the end of Q4 2025.