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ACMR Acm Resh Inc.

Information Technology, filed as ACM RESH INC (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2, sold by 1

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

In 2026 Q2 George Soros and Lee Ainslie opened positions in Acm Resh, Ben Hoskin added, and Mason Hawkins trimmed.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns ACMR

Sorted by value, long equity only, as of 2026 Q2.

History
Ben Hoskin, Value Aligned Research Advisors 0.33%, was 0.18% Add +10.3% 1,053,949 $134M History
Mason Hawkins, Southeastern Asset Management 0.92%, was 1.5% Reduce −82.2% 139,478 $18M History
Dodge & Cox 0.01% Small trim −2.9% 116,392 $15M History
George Soros, Soros Fund Management 0.05% New 0.05% 30,122 $3.8M History
Lee Ainslie, Maverick Capital 0.01% New 0.01% 5,315 $674K History

5 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ACMR's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ACMR insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $51.2M sold by 8 insiders under 10b5-1 plans
  1. David H Wang See Remarks
    Planned sale
    $10.6M 140,000 shares at $75.93 15% of stake
    Traded Sep 8–9 Filed Sep 10
    ↗
  2. Mark McKechnie See Remarks
    Planned sale
    $4.3M 55,199 shares at $77.27 98% of stake
    Traded Aug 20 Filed Aug 21
    ↗
  3. Haiping Dun Director
    Planned sale
    $406K 5,000 shares at $81.13 100% of stake
    Traded Aug 18 Filed Aug 20
    ↗
  4. Sotheara Cheav See remarks
    Planned sale
    $1.6M 18,750 shares at $84.58 16% of stake
    Traded Jun 4–5 Filed Jun 5
    ↗
  5. David H Wang See Remarks
    Planned sale
    $8.8M 100,002 shares at $88.35 11% of stake
    Traded Jun 3–4 Filed Jun 5
    ↗
  6. Haiping Dun Director
    Planned sale
    $331K 5,000 shares at $66.22 100% of stake
    Traded May 19 Filed May 21
    ↗
  7. Charles C Pappis Director
    Planned sale
    $260K 5,000 shares at $52.00 100% of stake
    Traded Apr 17 Filed Apr 21
    ↗
  8. Mark McKechnie See Remarks
    Planned sale
    $4.5M 98,551 shares at $45.58 99% of stake
    Traded Mar 12 Filed Mar 13
    ↗
  9. David H Wang See Remarks
    Planned sale
    $5.2M 110,000 shares at $46.86 12% of stake
    Traded Mar 11–12 Filed Mar 13
    ↗
  10. Tracy Liu Director
    Planned sale
    $2.9M 60,000 shares at $47.51 35% of stake
    Traded Mar 10–11 Filed Mar 12
    ↗
  11. Haiping Dun Director
    Planned sale
    $217K 5,000 shares at $43.47 100% of stake
    Traded Mar 9 Filed Mar 11
    ↗
  12. Charles C Pappis Director
    Planned sale
    $250K 5,000 shares at $50.09 100% of stake
    Traded Mar 5 Filed Mar 9
    ↗
  13. Lisa Feng See remarks
    Planned sale
    $1.4M 30,000 shares at $48.04 38% of stake
    Traded Mar 5–6 Filed Mar 9
    ↗
  14. Mark McKechnie See Remarks
    Planned sale
    $1.1M 31,250 shares at $34.93 97% of stake
    Traded Dec 4–8 Filed Dec 8, 2025
    ↗
  15. David H Wang See Remarks
    Planned sale
    $4.4M 130,000 shares at $33.55 14% of stake
    Traded Dec 3–4 Filed Dec 5, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 29 option exercises and 1 gift.

SEC filings

Recent issuer filings from EDGAR, 22 shown.

Filed Form Detail Links
8-K 8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 8.01 Filing Doc
8-K 1.01,9.01 Filing Doc
424B5 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEF 14A Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 6 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.