VICTORY CAPITAL MANAGEMENT INC
Position in ACLS — Axcelis Technologies Inc
CIK 1040188
San Antonio, TX
Position in ACLS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$119,049,785
-$26,157,052 QoQ
Shares Held
1,279,005
-29.2% QoQ
Ownership
4.16%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.672190491827632.ToString("F0")%
Shared 0.ToString("F0")%
None 86.32780950817236.ToString("F0")%
Common Shares in ACLS Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026VICTORY CAPITAL MANAGEMENT INC holds $2,077,084,382 across 22 Semiconductor Equipment & Materials names. ACLS ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
546,404 | $721,706,795 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,586,115 | $542,118,245 | |
| 3 | LRCX |
Lam Research Corp
|
1,518,911 | $324,530,524 | |
| 4 | ACLS |
Axcelis Technologies Inc
This page
|
1,279,005 | $119,049,785 | |
| 5 | PLAB |
Photronics Inc
|
1,938,627 | $78,339,917 | |
| 6 | COHU |
Cohu Inc
|
2,306,491 | $70,624,754 | |
| 7 | KLAC |
Kla Corp
|
380,557 | $56,033,593 | |
| 8 | FORM |
Formfactor Inc
|
365,810 | $35,479,911 |
All Filings in ACLS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||