Mason Hawkins - Southeastern Asset Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $2,032,773,449
Holdings Activity Buys Sells    History
Holding/activity history for  ACM Research Inc. (ACMR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 782,900 1.52 Reduce 53.40% 1.58 $39.35 $30,807,115 SEC
2025   Q4 1,680,181 2.95 Add 13.09% 0.34 $39.45 $66,283,140 SEC
2025   Q3 1,485,687 2.97 Add 25.30% 0.60 $39.13 $58,134,932 SEC
2025   Q2 1,185,744 1.55 Buy 1.55 $25.90 $30,710,770 SEC