ACM Research, Inc. (ACMR): A Bull Case Theory
We came across a bullish thesis on ACM Research, Inc. on FluentInQuality’s Substack. In this article, we will summarize the bulls’ thesis on ACMR.
Acm Research Inc. (ACMR)
Market is closed
Sector: Special Industry Machinery, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Triata Capital Sean Ho | 2,003,225 | $78,386,194 | +26% | 9.15% |
| 2. | Southeastern Asset Management Mason Hawkins | 1,485,687 | $58,134,932 | +26% | 2.97% |
| 3. | 1,282,400 | $50,180,312 | +154% | 0.07% | |
| 4. | Broad Bay Capital Richard Scott Greeder | 1,012,414 | $39,615,760 | +4% | 4.9% |
| 5. | Steamboat Capital Partners Parsa Kiai | 525,000 | $20,543,250 | -10% | 5.35% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.57 | 300 | $10,071.00 | 0 | 2025-12-03 | Filing | |
| $33.05 | 19,700 | $651,085.00 | 300 | 2025-12-03 | Filing | |
| $33.20 | 100,000 | $3,320,000.00 | 0 | 2025-12-02 | Filing | |
| $33.77 | 15,000 | $506,550.00 | 50,001 | 2025-11-13 | Filing | |
| $32.76 | 15,000 | $491,400.00 | 50,001 | 2025-11-12 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,587,539 | $296,900,401 | 0.01% | |
| 2. | 4,846,413 | $189,640,140 | 0% | |
| 3. | 1,990,254 | $77,878,639 | 0% | |
| 4. | 1,359,969 | $53,215,587 | 0.12% | |
| 5. | 1,323,502 | $51,795,325 | 0% |
News See All
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Operator: Good day, ladies and gentlemen. Thank you for standing by, and welcome to the ACM Research Third Quarter 2025 Earnings Conference Call.
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Goldman Sachs Raises PT on ACM Research From $35.3 to $40.1, Keeping Buy Rating on the Stock
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ACM Research (ACMR) Gets 22% Boost From US-China Chip Tensions
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ACM Research (ACMR) Soars 19% After 7 Days of Sideways Trading
ACM Research saw its share prices jump by 19.21 percent on Friday to close at $30.53 apiece after seven consecutive days of sideways trading, thanks to an overall market optimism buoyed by the central...
Will ACM Research (ACMR) Benefit from China’s Semiconductor Supply Chain Localization?
Kathmandu Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the same can be downloaded here.