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ACMR position history

The shares of Acm Resh (ACMR) that DODGE & COX reported in each quarter’s 13F.

Equity, COM CL A

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q3: 43,000 shares, $873K, <0.01% of portfolio, New
  2. 2024 Q4: 53,592 shares, $809K, <0.01% of portfolio, Add +24.6%
  3. 2025 Q1: 63,092 shares, $1.5M, <0.01% of portfolio, Add +17.7%
  4. 2025 Q2: 81,092 shares, $2.1M, <0.01% of portfolio, Add +28.5%
  5. 2025 Q3: 122,892 shares, $4.8M, <0.01% of portfolio, Add +51.5%
  6. 2025 Q4: 112,392 shares, $4.4M, <0.01% of portfolio, Reduce −8.5%
  7. 2026 Q1: 119,892 shares, $4.7M, <0.01% of portfolio, Add +6.7%
  8. 2026 Q2: 116,392 shares, $15M, <0.01% of portfolio, Reduce −2.9%
Holdings date Value % of holdings Shares Filing date All 13F holders