Guru Ownership Over Time
Guru Analysis for ACM Research, Inc. (ACMR)
ACM Research, Inc. (ACMR), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $86.32 M.
Top institutional holders include Mason Hawkins and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $7.87 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 710.6%. Conversely, Paul Tudor Jones reduced exposure by 69.1%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 2.97% | Add 25.3% | 1,485,687 | $58.13 M | Q3 2025 | |
| 0.01% | Reduce -13.7% | 356,741 | $13.96 M | Q3 2025 | |
| 0.02% | Add 710.6% | 299,925 | $11.74 M | Q3 2025 | |
| 0.00% | Reduce -69.1% | 74,474 | $2.91 M | Q3 2025 | |
| 0.44% | New Buy | 52,500 | $2.05 M | Q3 2025 | |
| 0.00% | New Buy | 18,601 | $727,857 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for ACM Research, Inc. (ACMR)
Top Guru holders include Mason Hawkins ($58.13 M), Cliff Asness ($13.96 M), Renaissance Technologies ($11.74 M). Collectively, tracked Gurus hold 2.29 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $7.87 M, with 4 Gurus buying and 4 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 2 Gurus sold out of ACMR completely. Total sell value was $16.93 M.
Yes, 2 Gurus opened new positions in ACMR, and 2 added to their existing holdings. Total buy value was $24.81 M.