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Value Aligned Research Advisors, LLC: ACMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Value Aligned Research Advisors, LLC on ACMR, newest first. How the timeline and the estimate are built.

Value Aligned Research Advisors, LLC held 1,053,949 ACMR shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,053,949 shares
    Change vs previous 13F +98,022 shares

    0.8% of the 13F portfolio, value $133,735,589.

    13F-HR 0001963565-26-000005 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 955,927 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $37,615,727.

    13F-HR 0001963565-26-000003 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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