ADAGE CAPITAL PARTNERS GP, L.L.C.
Position in ACLS — Axcelis Technologies Inc
CIK 1165408
Boston, MA
Position in ACLS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,619,702
+$8,921,602 QoQ
Shares Held
50,777
+577.0% QoQ
Ownership
0.164%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 441 holders
Holding Since
Jun 2022
8 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, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $1,493,293,903 across 9 Semiconductor Equipment & Materials names. ACLS ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,185,720 | $513,808,047 | |
| 2 | AMAT |
Applied Materials Inc /De
|
567,726 | $410,465,898 | |
| 3 | KLAC |
Kla Corp
|
914,840 | $276,016,376 | |
| 4 | ASML |
Asml Holding NV
|
75,000 | $149,207,992 | |
| 5 | TER |
Teradyne, Inc
|
139,524 | $67,507,292 | |
| 6 | Q |
Qnity Electronics, Inc.
|
161,600 | $26,390,896 | |
| 7 | FORM |
Formfactor Inc
|
150,000 | $23,989,500 | |
| 8 | NVMI |
Nova Ltd.
|
30,000 | $16,288,200 |
All Filings in ACLS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,619,702 | 50,777 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $698,100 | 7,500 | Shares | Sole | 2026-05-15 | |
| 2023-09-30 | $8,940,846 | 54,835 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,386,100 | 94,835 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $12,784,271 | 95,942 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,538,880 | 158,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,321,680 | 253,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,339,000 | 225,000 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||