Position in ACLS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,537,132
+$486,463 QoQ
Shares Held
38,001
+0.1% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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 Mar 31, 2026BESSEMER GROUP INC holds $1,145,584,468 across 19 Semiconductor Equipment & Materials names. ACLS ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,216,373 | $415,744,122 | |
| 2 | KLAC |
Kla Corp
|
180,279 | $265,444,597 | |
| 3 | LRCX |
Lam Research Corp
|
794,104 | $169,668,254 | |
| 4 | ASML |
Asml Holding NV
|
113,204 | $149,523,234 | |
| 5 | ENTG |
Entegris Inc
|
461,540 | $54,110,944 | |
| 6 | FORM |
Formfactor Inc
|
391,959 | $38,016,098 | |
| 7 | ONTO |
Onto Innovation Inc.
|
142,835 | $29,291,167 | |
| 8 | Q |
Qnity Electronics, Inc.
|
54,122 | $6,244,593 |
All Filings in ACLS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,537,132 | 38,001 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,050,669 | 37,972 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $21,870 | 224 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $11,359 | 163 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $9,337 | 188 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $12,157 | 174 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,694 | 102 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $34,013 | 305 | Shares | Other | 2024-08-13 | |
| 2023-12-31 | $42,148 | 325 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $60,164 | 369 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $60,864 | 332 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $40,641 | 305 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $30,870 | 389 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $18,470 | 305 | Shares | Other | 2022-11-09 | |
| 2022-06-30 | $16,726 | 305 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $23,036 | 305 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $22,740 | 305 | Shares | Other | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||