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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 119,892 <0.01 Add 6.67% <0.01 $39.35 $4,717,750 SEC
2025   Q4 112,392 <0.01 Reduce 8.54% <0.01 $39.45 $4,433,864 SEC
2025   Q3 122,892 <0.01 Add 51.55% <0.01 $39.13 $4,808,764 SEC
2025   Q2 81,092 <0.01 Add 28.53% <0.01 $25.90 $2,100,283 SEC
2025   Q1 63,092 <0.01 Add 17.73% <0.01 $23.34 $1,472,567 SEC
2024   Q4 53,592 <0.01 Add 24.63% <0.01 $15.10 $809,239 SEC
2024   Q3 43,000 <0.01 Buy <0.01 $20.30 $872,900 SEC