John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  ACM Research, Inc. (ACMR)
← All ACMR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 119,892 <0.01 Add 6.67% <0.01 $37.16–71.65 · VW $53.49i $4,717,750 SEC
2025   Q4 112,392 <0.01 Reduce 8.54% <0.01 $28.46–44.99 · VW $36.82i $4,433,864 SEC
2025   Q3 122,892 <0.01 Add 51.55% <0.01 $23.03–45.12 · VW $32.05i $4,808,764 SEC
2025   Q2 81,092 <0.01 Add 28.53% <0.01 $16.82–27.86 · VW $21.94i $2,100,283 SEC
2025   Q1 63,092 <0.01 Add 17.73% <0.01 $14.97–30.64 · VW $23.44i $1,472,567 SEC
2024   Q4 53,592 <0.01 Add 24.63% <0.01 $13.87–26.32 · VW $18.10i $809,239 SEC
2024   Q3 43,000 <0.01 Buy <0.01 $13.94–25.88 · VW $19.33i $872,900 SEC
Price snapshot:
Current price$94.08
Avg. buy price$28.06
+/- since buy235.22%
52-week low$23.03
52-week high$127.19