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ACM Research, Inc.

ACMR Technology
$46.92 +$0.54 (1.16%)
Market Cap: $3.08 B
Gurus Holding
6
Popularity Rank
#1519
% of Shares Held
3.44%
Net Activity (Q4 2025)
-$1.15 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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $105.96 M.

Top institutional holders include Mason Hawkins and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.15 M net outflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Renaissance Technologies reduced exposure by 58.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$9.21 M
Total Buy Value
New Buys 1
Additions 3
-$10.36 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for ACM Research, Inc. (ACMR)

Major holders include Mason Hawkins ($66.28 M), Cliff Asness ($13.56 M), Renaissance Technologies ($4.91 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.26 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.15 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited ACMR. The total reported sell value was $10.36 M.

Yes, 1 managers opened new positions in ACMR, and 3 increased their existing holdings. The total reported buy value was $9.21 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.95% Add 13.1% 1,680,181 $66.28 M Q4 2025
0.01% Reduce -3.7% 343,603 $13.56 M Q4 2025
0.01% Reduce -58.5% 124,439 $4.91 M Q4 2025
0.60% Add 20.0% 63,000 $2.49 M Q4 2025
0.01% New Buy 26,727 $1.05 M Q4 2025
0.00% Add 9.1% 20,287 $800,322 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form