Cederberg Capital Ltd ACMR ACMR US EQUITY

Ownership history in Cederberg Capital Ltd  ·  3 quarters on record

AI Ownership Summary

Cederberg Capital Ltd reported ACMR US EQUITY (ACMR) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 12.66% in 2026 Q1. The latest visible filing shows ACMR at 12.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ACMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cederberg Capital Ltd's position in ACMR US EQUITY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ACMR was reported at 12.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.66% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cederberg Capital Ltd held ACMR — position size vs. price
% of Fund (quarterly)    ACMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 599,200 +102,700 +20.7% 12.66% $24K 2026-05-15 $63.67
2025 Q4 UNCHANGED 496,500 0% 5.55% $19.4M 2026-02-17 $65.18
2025 Q3 INITIATED 496,500 5.55% $19.4M 2025-11-14 $31.51

FAQ About Cederberg Capital Ltd and ACMR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cederberg Capital Ltd reported owning ACMR?

Cederberg Capital Ltd reported ACMR across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported ACMR position in Cederberg Capital Ltd's portfolio?

The largest reported portfolio weight for ACMR was 12.66% in 2026 Q1.

What is the latest reported ACMR position on this page?

The most recent filing on this page is 2026 Q1, when Cederberg Capital Ltd reported 599,200 shares, equal to 12.66% of portfolio, with an estimated market value of $24K.

What does the chart on this ACMR ownership page compare?

The chart compares Cederberg Capital Ltd's quarterly ACMR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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