Position in ACLS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$39,977,860
+$5,471,830 QoQ
Shares Held
429,500
0.0% QoQ
Ownership
1.40%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in ACLS Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026LSV ASSET MANAGEMENT holds $476,399,007 across 7 Semiconductor Equipment & Materials names. ACLS ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
681,076 | $232,784,966 | |
| 2 | PLAB |
Photronics Inc
|
2,882,518 | $116,482,552 | |
| 3 | AMKR |
Amkor Technology, Inc.
|
1,310,500 | $59,011,815 | |
| 4 | ACLS |
Axcelis Technologies Inc
This page
|
429,500 | $39,977,860 | |
| 5 | ACMR |
ACM Research, Inc.
|
545,307 | $21,457,830 | |
| 6 | LRCX |
Lam Research Corp
|
29,905 | $6,389,502 | |
| 7 | KLAC |
Kla Corp
|
200 | $294,482 |
All Filings in ACLS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,977,860 | 429,500 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $34,506,030 | 429,500 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $30,746,836 | 314,900 | Shares | Sole | 2025-11-06 | |
| 2024-06-30 | $1,421,900 | 10,000 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,093,899 | 18,776 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,540,537 | 27,300 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,565,400 | 28,000 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $8,139,852 | 44,400 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $32,726,200 | 245,600 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $23,784,192 | 299,700 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $18,234,616 | 301,100 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,395,031 | 189,552 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||