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Disclosery

Broad Bay Capital Management, LP: ACMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broad Bay Capital Management, LP on ACMR, newest first. How the timeline and the estimate are built.

Broad Bay Capital Management, LP held 0 ACMR shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -652,214 shares

    13F-HR 0001172661-26-002052 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 652,214 shares
    Change vs previous 13F -360,200 shares

    2.94% of the 13F portfolio, value $25,729,842.

    13F-HR 0001172661-26-000919 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 1,012,414 shares
    Change vs previous 13F +33,761 shares

    4.94% of the 13F portfolio, value $39,615,760.

    13F-HR 0001172661-25-004904 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 978,653 shares
    Change vs previous 13F +73,159 shares

    3.56% of the 13F portfolio, value $25,347,113.

    13F-HR 0001172661-25-003265 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 905,494 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $21,134,230.

    13F-HR 0001172661-25-001954 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).