Security

ACMR

Acm Resh Inc. · COM CL A

CUSIP 00108J109 Equity holders as of 2026 Q1 (each manager’s latest book)

grid → activity →
owners 7
max % 1.5%
tracked value $285M
qoq N 1 A 4 R 2

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Mason Hawkins - Southeastern Asset Management INC/TN/ 2026 Q1 1.5% Reduce -1.44 pp 782,900 $31M hist
Ben Hoskin - Value Aligned Research Advisors, LLC 2026 Q1 0.2% New 0.2% 955,927 $38M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 122,600 $5M hist
Vanguard Group Inc. 2025 Q4 0.0% Add 0.00 pp 4,972,103 $196M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 203,378 $8M hist
Dodge & Cox 2026 Q1 0.0% Add 0.00 pp 119,892 $5M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 65,560 $3M hist

7 tracked managers · options excluded

financials

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

Income statement

line 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

line 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 $767.39M $904.62M $1.46B

Cash flow

line 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

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings · CIK 0001680062

ownership over time

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