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Capelight Capital Asset Management LP → ACMR

Capelight Capital Asset Management LP ACMR Position History

ACM Research, Inc. • Manufacturing

Quarters held
5
Latest value
$809K
Q3 2026
Peak value
$2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2M
Q4 2025$2M
Q1 2026$1.2M
Q1 2026$1.2M
Q3 2026$809K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$809K10.0K——
Q1 2026$1.2M30.0K——
Q1 2026$1.2M30.0K——
Q4 2025$2M50.0K——
Q4 2025$2M50.0K——

Other funds holding ACMR

Other Capelight Capital Asset Management LP positions

SNDK

SANDISK CORP

$40.9M
SNDK

SANDISK CORP

$31.3M
CORZR

CORE SCIENTIFIC INC NEW

$19.2M
CORZR

CORE SCIENTIFIC INC NEW

$15.1M
LGN

LEGENCE CORP

$14.1M
NET

CLOUDFLARE INC

$13.9M
MGPI

M/I HOMES INC

$12.9M
AMAT

APPLIED MATLS INC

$12.3M