12 West Capital Management LP: ACM RESH INC (ACMR): Quarterly 13F Position History
As of Q2 2026, 12 West Capital Management LP reported 225,000 shares of ACM RESH INC (ACMR), worth $28.6M and representing 5.3% of its 13F equity book. Quarter-over-quarter share count change: + 218,900 (+3588.5%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 225,000Shares Held (Latest Filing)
- $28.6MReported Market Value (Latest Filing)
- 5.3%Portfolio Weight (% of 13F Equity Book)
- +218,900Quarter-over-Quarter Share Change
- +$28.3MQuarter-over-Quarter Value Change
- 225,000Peak Reported Shares (Historical)
Recent initiation: 12 West Capital Management LP first reported ACMR on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 225,000 | +218,900 | +3588.5% | $28.6M | 5.3% | $126.9 |
| Q1 2026 | 6,100 | – | – | $240.0K | 0.0% | $39.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did 12 West Capital Management LP first disclose a ACMR position in 13F-HR filings?
12 West Capital Management LP first reported ACM RESH INC (ACMR) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was 12 West Capital Management LP's most recent quarter-over-quarter share-count change in ACMR?
Between Q1 2026 and Q2 2026, 12 West Capital Management LP added 218,900 shares of ACMR (+3588.5%), bringing the total reported position to 225,000 shares at a market value of $28.6M.
Does the implied price-per-share represent 12 West Capital Management LP's cost basis in ACMR?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.