ACM Research, Inc.

ACMR Technology
$54.68 $-1.11 (-1.99%)
Market Cap: $3.55 B
Gurus Holding
6
Popularity Rank
#1231
% of Shares Held
3.53%
Net Activity (Q3 2025)
+$7.87 M

Guru Ownership Trend

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 $125.1 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 % Portfolio Activity Shares Value Report Date
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

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$24.81 M
Total Buy Value
New Buys 2
Additions 2
-$16.93 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for ACM Research, Inc. (ACMR)

Major holders include Mason Hawkins ($58.13 M), Cliff Asness ($13.96 M), Renaissance Technologies ($11.74 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.29 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $7.87 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited ACMR. The total reported sell value was $16.93 M.

Yes, 2 managers opened new positions in ACMR, and 2 increased their existing holdings. The total reported buy value was $24.81 M.