Follow-The-Filings

Security · featured owners

ACMR Acm Resh Inc.

COM CL A Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 0.9%
  • $171M
  • 2 new 1 add 2 reduce

Who owns this now

Largest portfolio weights among featured holders · max 0.9% (Mason Hawkins - Southeastern Asset Management) · not free-float ownership

  1. Mason Hawkins reduce 0.92%
  2. Ben Hoskin add 0.33%
  3. George Soros new 0.05%
  4. Dodge & Cox reduce 0.01%
  5. Lee Ainslie new 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.33% Add +10.3% 1,053,949 $134M history
Mason Hawkins - Southeastern Asset Management 2026 Q2 0.92% Reduce −82.2% 139,478 $18M history
Dodge & Cox 2026 Q2 0.01% Reduce −2.9% 116,392 $15M history
George Soros - Soros Fund Management 2026 Q2 0.05% New 0.05% 30,122 $4M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% New 0.01% 5,315 $674K history

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $557.72M $782.12M $901.31M
Gross profit $276.22M $391.55M $400.07M
Gross margin * 49.5% 50.1% 44.4%
Net income $77.35M $103.63M $94.08M
Net margin * 13.9% 13.2% 10.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.18B $1.48B $2.44B
Total non-current assets * $314.8M $372.34M $435.5M
Total assets $1.49B $1.86B $2.87B
Total current liabilities $500.66M $641.23M $745.71M
Total non-current liabilities * $64.09M $118.58M $195.96M
Total equity $0.767B $0.905B $1.46B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$75.32M $152.45M -$10.32M
Cash from investing -$6.74M -$11.96M -$390.34M
Cash from financing $18.53M $92.48M $742.49M
Net change in cash -$65.28M $228.14M $354.65M

ownership over time

filing count by report period · click a bar for that quarter’s holders