ACM Research Stock Up 170% as $7 Million Sale Slashes This Fund's Stake Significantly
The Motley Fool
by newsfeedback@fool.com (Jonathan Ponciano)February 20, 2026
AI-Generated Deep Dive Summary
ACM Research (NASDAQ: ACMR) saw its stock surge by 170% following a significant sale by Seldon Capital, which sold $6.83 million worth of shares in the company during the fourth quarter. The sale, comprising 183,242 shares, marked a substantial reduction in Seldon Capital's stake, with the fund's holdings dropping to just 10,000 shares by quarter-end—a decrease valued at $7.17 million due to both stock sales and market fluctuations. This move highlights shifting investor strategies and underscores the volatility inherent in the semiconductor equipment sector.
ACM Research is a leading provider of advanced wet cleaning and plating solutions for global chip manufacturers, leveraging proprietary technologies like space alternated phase shift and Tahoe technology to enhance wafer fabrication yields. The company's innovative approach has positioned it as a key player in the competitive semiconductor equipment market, serving a diverse global customer base. Its focus on advanced manufacturing solutions aligns with the growing demand for cutting-edge semiconductor technology, driven by industries such as artificial intelligence and 5G communication.
The sale by Seldon Capital reflects broader trends in the investment landscape, where funds may adjust their holdings to optimize returns or mitigate risks. For investors, this transaction underscores the importance of monitoring portfolio adjustments and understanding the factors influencing stock performance. ACM Research's ability to maintain its leadership position despite such shifts will be closely watched, as it continues to navigate the evolving semiconductor market. This development also serves as a reminder of the dynamic nature of financial markets and the potential impact of significant shareholder activity on stock prices.
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Originally published on The Motley Fool on 2/20/2026