ACM Research, Inc.
ACMR- 交易所
- Nasdaq
- 產業
- Special Industry Machinery, NEC
- SEC CIK
- 0001680062
近 90 天,ACM Research, Inc. 內部人申報 0 筆公開市場買進、3 筆賣出;2026 年第 2 季末有 377 家機構在 13F 申報持有,市值合計 $61.1 億;東南資產管理(Longleaf)、索羅斯基金管理等 3 位大師持有。
2025 年第 1 季 13F 持有人
ACM Research, Inc. 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 244
- 較 2024 年第 4 季 +62 家
- 持有股數
- 3,590 萬
- 較 2024 年第 4 季 +30.4 萬 (+0.9%)
- 總市值
- $8.39 億
- 較 2024 年第 4 季 +$3.01 億 (+56.0%)
- 新進機構
- 86
- 另有 69 家加碼
- 清倉機構
- 24
- 另有 66 家減碼
另有 1 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 ACMR 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 377 | $61.1 億 |
| 2026 年第 1 季 | 301 | $17.4 億 |
| 2025 年第 4 季 | 279 | $17.9 億 |
| 2025 年第 3 季 | 260 | $16.3 億 |
| 2025 年第 2 季 | 243 | $9.69 億 |
| 2025 年第 1 季 | 244 | $8.39 億 |
| 2024 年第 4 季 | 183 | $5.39 億 |
| 2024 年第 3 季 | 185 | $6.57 億 |
| 2024 年第 2 季 | 201 | $7.74 億 |
| 2024 年第 1 季 | 200 | $9.56 億 |
| 2023 年第 4 季 | 156 | $6.43 億 |
| 2023 年第 3 季 | 154 | $5.63 億 |
| 2023 年第 2 季 | 122 | $3.83 億 |
| 2023 年第 1 季 | 130 | $3.44 億 |
| 2022 年第 4 季 | 123 | $2.35 億 |
| 2022 年第 3 季 | 117 | $4.35 億 |
| 2022 年第 2 季 | 98 | $6.07 億 |
| 2022 年第 1 季 | 96 | $6.07 億 |
| 2021 年第 4 季 | 100 | $7.47 億 |
| 2021 年第 3 季 | 96 | $9.80 億 |
| 2021 年第 2 季 | 94 | $7.53 億 |
| 2021 年第 1 季 | 94 | $5.87 億 |
2025 年第 1 季持有機構
每家機構持有 ACM Research, Inc. 的股數、市值與佔組合比重;股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,212,456 | $9,832 萬 | 0.00% | −690,735−14.1% | 減碼 |
| Vanguard Group Inc | 4,055,346 | $9,465 萬 | 0.00% | −146,057−3.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,653,235 | $3,859 萬 | 0.10% | +183,964+12.5% | 加碼 |
| Triata Capital Ltd | 1,371,125 | $3,200 萬 | 7.24% | +344,158+33.5% | 加碼 |
| Invesco Ltd. | 1,339,102 | $3,125 萬 | 0.01% | +206,149+18.2% | 加碼 |
| State Street Corp | 1,237,323 | $2,888 萬 | 0.00% | −13,675−1.1% | 減碼 |
| Geode Capital Management, LLC | 1,216,665 | $2,840 萬 | 0.00% | +31,793+2.7% | 加碼 |
| Federated Hermes, Inc. | 1,072,752 | $2,504 萬 | 0.05% | +1,064,482+12,871.6% | 加碼 |
| Pertento Partners LLP | 1,024,632 | $2,391 萬 | 2.86% | −160,405−13.5% | 減碼 |
| Point72 Asset Management, L.P. | 934,101 | $2,180 萬 | 0.06% | +934,101 | 新進 |
| Broad Bay Capital Management, LP | 905,494 | $2,113 萬 | 3.18% | +905,494 | 新進 |
| Point72 Hong Kong Ltd | 761,157 | $1,777 萬 | 1.27% | +761,157 | 新進 |
| UBS Asset Management Americas Inc | 716,560 | $1,672 萬 | 0.00% | −458,160−39.0% | 減碼 |
| JPMorgan Chase & Co | 537,348 | $1,254 萬 | 0.00% | +513,874+2,189.1% | 加碼 |
| Raiffeisen Bank International AG | 500,000 | $1,231 萬 | 0.20% | −200,000−28.6% | 減碼 |
| Northern Trust Corp | 512,326 | $1,196 萬 | 0.00% | −21,917−4.1% | 減碼 |
| Jane Street Group, LLC | 476,089 | $1,111 萬 | 0.02% | +435,294+1,067.0% | 加碼 |
| Steamboat Capital Partners, LLC | 475,000 | $1,109 萬 | 3.35% | −273,925−36.6% | 減碼 |
| Morgan Stanley | 474,736 | $1,108 萬 | 0.00% | +62,283+15.1% | 加碼 |
| Citadel Advisors LLC | 453,141 | $1,058 萬 | 0.01% | +97,400+27.4% | 加碼 |
| Susquehanna International Group, LLP | 444,755 | $1,038 萬 | 0.02% | +221,106+98.9% | 加碼 |
| Charles Schwab Investment Management Inc | 402,163 | $938.6 萬 | 0.00% | −6,520−1.6% | 減碼 |
| Goldman Sachs Group Inc | 375,938 | $877.4 萬 | 0.00% | −23,701−5.9% | 減碼 |
| Oasis Management Co Ltd. | 353,709 | $825.6 萬 | 2.77% | −20,000−5.4% | 減碼 |
| Citigroup Inc | 342,819 | $800.1 萬 | 0.01% | −897−0.3% | 減碼 |
| Amundi | 337,606 | $754.5 萬 | 0.00% | +337,606 | 新進 |
| Oberweis Asset Management Inc | 296,948 | $693.1 萬 | 0.35% | −188,252−38.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 295,063 | $688.7 萬 | 0.01% | +201,202+214.4% | 加碼 |
| Bank of America Corp | 288,875 | $674.2 萬 | 0.00% | +213,724+284.4% | 加碼 |
| Tudor Investment Corp Et Al | 287,107 | $670.1 萬 | 0.06% | +287,107 | 新進 |
| Yiheng Capital Management, L.P. | 280,201 | $654.0 萬 | 2.30% | −400,403−58.8% | 減碼 |
| Trexquant Investment LP | 271,343 | $633.3 萬 | 0.07% | −301,527−52.6% | 減碼 |
| Deutsche Bank AG | 251,145 | $586.2 萬 | 0.00% | −31,770−11.2% | 減碼 |
| Matthews International Capital Management LLC | 248,226 | $579.4 萬 | 1.20% | −14,225−5.4% | 減碼 |
| AQR Capital Management LLC | 243,819 | $569.1 萬 | 0.01% | −114,431−31.9% | 減碼 |
| UBS Group AG | 231,316 | $539.9 萬 | 0.00% | −900,249−79.6% | 減碼 |
| Kerrisdale Advisers, LLC | 214,397 | $500.4 萬 | 2.09% | −1,733,606−89.0% | 減碼 |
| Bank of New York Mellon Corp | 214,017 | $499.5 萬 | 0.00% | +4,108+2.0% | 加碼 |
| Osterweis Capital Management Inc | 209,561 | $489.1 萬 | 0.24% | −25,930−11.0% | 減碼 |
| FMR LLC | 180,119 | $420.4 萬 | 0.00% | +110,582+159.0% | 加碼 |
| Honeycomb Asset Management LP | 173,700 | $405.4 萬 | 1.94% | +173,700 | 新進 |
| Acadian Asset Management LLC | 167,425 | $390.2 萬 | 0.01% | +167,425 | 新進 |
| Yong Rong (HK) Asset Management Ltd | 150,000 | $350.1 萬 | 0.82% | 00.0% | 不變 |
| Ameriprise Financial Inc | 144,653 | $337.6 萬 | 0.00% | −42,948−22.9% | 減碼 |
| Balyasny Asset Management LLC | 143,429 | $334.8 萬 | 0.01% | +143,429 | 新進 |
| Russell Investments Group, Ltd. | 142,244 | $332.0 萬 | 0.00% | +113,111+388.3% | 加碼 |
| Rockefeller Capital Management L.P. | 140,924 | $328.9 萬 | 0.01% | +140,924 | 新進 |
| Nuveen, LLC | 137,182 | $320.2 萬 | 0.00% | +137,182 | 新進 |
| LPL Financial LLC | 133,556 | $311.7 萬 | 0.00% | −99,691−42.7% | 減碼 |
| Janus Henderson Group PLC | 120,908 | $297.5 萬 | 0.00% | −31,097−20.5% | 減碼 |
| Algert Global LLC | 127,307 | $297.1 萬 | 0.07% | +4,843+4.0% | 加碼 |
| Pinpoint Asset Management Ltd | 122,428 | $285.7 萬 | 0.50% | +15,382+14.4% | 加碼 |
| American Century Companies Inc | 121,672 | $284.0 萬 | 0.00% | +14,590+13.6% | 加碼 |
| PDT Partners, LLC | 121,602 | $283.8 萬 | 0.20% | +13,572+12.6% | 加碼 |
| Twinbeech Capital LP | 121,480 | $283.5 萬 | 0.05% | +121,480 | 新進 |
| Qube Research & Technologies Ltd | 117,198 | $273.5 萬 | 0.00% | −125,063−51.6% | 減碼 |
| Simplex Trading, LLC | 110,128 | $257.0 萬 | 0.09% | −31,308−22.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 108,550 | $253.4 萬 | 0.00% | +108,550 | 新進 |
| Wells Fargo & Company | 108,007 | $252.1 萬 | 0.00% | +74,116+218.7% | 加碼 |
| Barclays PLC | 100,808 | $235.3 萬 | 0.00% | −19,296−16.1% | 減碼 |
| Swiss National Bank | 100,500 | $234.6 萬 | 0.00% | −1,200−1.2% | 減碼 |
| Voloridge Investment Management, LLC | 94,496 | $220.6 萬 | 0.01% | +6,029+6.8% | 加碼 |
| RPg Family Wealth Advisory, LLC | 89,798 | $209.6 萬 | 0.60% | +89,798 | 新進 |
| EAM Investors, LLC | 85,967 | $200.6 萬 | 0.35% | +85,967 | 新進 |
| Penserra Capital Management LLC | 81,890 | $191.1 萬 | 0.03% | +81,890 | 新進 |
| Dark Forest Capital Management LP | 80,581 | $188.1 萬 | 0.09% | +80,581 | 新進 |
| Rhumbline Advisers | 76,416 | $178.4 萬 | 0.00% | +2,677+3.6% | 加碼 |
| Squarepoint Ops LLC | 75,828 | $177.0 萬 | 0.00% | −49,174−39.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 71,702 | $167.4 萬 | 0.02% | +71,702 | 新進 |
| Raymond James Financial Inc | 68,167 | $159.1 萬 | 0.00% | −17,555−20.5% | 減碼 |
| Jackson Creek Investment Advisors LLC | 65,813 | $153.6 萬 | 0.49% | −51−0.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 64,027 | $149.4 萬 | 0.00% | +50,247+364.6% | 加碼 |
| Dodge & Cox | 63,092 | $147.3 萬 | 0.00% | +9,500+17.7% | 加碼 |
| Hussman Strategic Advisors, Inc. | 63,000 | $147.0 萬 | 0.36% | −105,000−62.5% | 減碼 |
| Legal & General Group Plc | 61,227 | $143.0 萬 | 0.00% | +5,440+9.8% | 加碼 |
| Aquatic Capital Management LLC | 61,158 | $142.7 萬 | 0.04% | +61,158 | 新進 |
| Los Angeles Capital Management LLC | 57,404 | $134.0 萬 | 0.01% | +36,227+171.1% | 加碼 |
| Thompson Siegel & Walmsley LLC | 53,900 | $125.8 萬 | 0.02% | +53,900 | 新進 |
| Bayforest Capital Ltd | 52,804 | $123.2 萬 | 0.54% | +52,804 | 新進 |
| Gilder Gagnon Howe & Co LLC | 49,753 | $116.1 萬 | 0.02% | +23,493+89.5% | 加碼 |
| SEI Investments Co | 49,018 | $114.4 萬 | 0.00% | +49,018 | 新進 |
| XTX Topco Ltd | 48,878 | $114.1 萬 | 0.06% | +48,878 | 新進 |
| Alliancebernstein L.P. | 48,571 | $113.4 萬 | 0.00% | 00.0% | 不變 |
| California State Teachers Retirement System | 48,316 | $112.8 萬 | 0.00% | 00.0% | 不變 |
| Kendall Capital Management | 45,240 | $105.6 萬 | 0.31% | +635+1.4% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 43,650 | $101.9 萬 | 0.59% | +43,650 | 新進 |
| Militia Capital Partners, LP | 43,378 | $101.2 萬 | 0.41% | +43,378 | 新進 |
| Davidson Kempner Capital Management LP | 42,353 | $98.9 萬 | 0.01% | −351,417−89.2% | 減碼 |
| Wexford Capital LP | 41,443 | $96.7 萬 | 0.25% | +41,443 | 新進 |
| Millennium Management LLC | 40,277 | $94.0 萬 | 0.00% | +14,294+55.0% | 加碼 |
| Bryce Point Capital, LLC | 32,616 | $90.7 萬 | 0.68% | +32,616 | 新進 |
| Price T Rowe Associates Inc | 38,748 | $90.5 萬 | 0.00% | +2,481+6.8% | 加碼 |
| Marshall Wace, LLP | 37,334 | $87.1 萬 | 0.00% | +37,334 | 新進 |
| FCG Investment Co | 35,300 | $82.4 萬 | 0.52% | +15,518+78.4% | 加碼 |
| Segall Bryant & Hamill, LLC | 35,273 | $82.3 萬 | 0.01% | +35,273 | 新進 |
| Engineers Gate Manager LP | 35,077 | $81.9 萬 | 0.01% | +19,847+130.3% | 加碼 |
| E Fund Management Co., Ltd. | 34,800 | $81.2 萬 | 0.04% | +34,800 | 新進 |
| Allspring Global Investments Holdings, LLC | 33,889 | $81.2 萬 | 0.00% | +11,015+48.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 34,037 | $79.4 萬 | 0.02% | +647+1.9% | 加碼 |
| Wolverine Trading, LLC | 31,519 | $77.6 萬 | 0.02% | +8,282+35.6% | 加碼 |