VICTORY CAPITAL MANAGEMENT INC
Position in ACLS — Axcelis Technologies Inc
CIK 1040188
San Antonio, TX
Position in ACLS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$214,837,626
+$95,787,841 QoQ
Shares Held
1,134,007
-11.3% QoQ
Ownership
3.67%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#6
of 441 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACLS Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026VICTORY CAPITAL MANAGEMENT INC holds $4,544,309,261 across 23 Semiconductor Equipment & Materials names. ACLS ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
3,872,736 | $1,168,443,178 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,569,763 | $1,134,938,649 | |
| 3 | ASML |
Asml Holding NV
|
476,010 | $946,993,286 | |
| 4 | LRCX |
Lam Research Corp
|
1,412,598 | $612,121,091 | |
| 5 | ACLS |
Axcelis Technologies Inc
This page
|
1,134,007 | $214,837,626 | |
| 6 | IPGP |
Ipg Photonics Corp
|
1,315,485 | $154,332,700 | |
| 7 | COHU |
Cohu Inc
|
978,370 | $72,311,326 | |
| 8 | TER |
Teradyne, Inc
|
128,733 | $62,286,174 |
All Filings in ACLS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,837,626 | 1,134,007 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $119,049,785 | 1,279,005 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $145,206,837 | 1,807,404 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $94,921,897 | 972,162 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $61,797,954 | 886,755 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $951,826 | 19,163 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,224,751 | 17,529 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,052,917 | 29,117 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,224,149 | 64,872 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,938,885 | 71,188 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $8,656,288 | 66,746 | Shares | Other | 2024-02-05 | |
| 2023-09-30 | $22,061,317 | 135,304 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $28,137,487 | 153,480 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $20,032,271 | 150,336 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $28,788,712 | 362,761 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $20,812,412 | 343,666 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,114,952 | 20,331 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,565,736 | 20,730 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,454,440 | 32,919 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,565,346 | 33,284 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,736,079 | 42,951 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,135,241 | 51,965 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,491,584 | 51,222 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,168,310 | 53,105 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,522,503 | 54,668 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,946,206 | 106,292 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||