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Equibles

NEEDHAM INVESTMENT MANAGEMENT LLC

Position in ACLS — Axcelis Technologies Inc

CIK 1167212 NEW YORK, NY
Back to ACLS Full portfolio

Position in ACLS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$6,725,475
+$2,769,575 QoQ
Shares Held
35,500
-16.5% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#73
of 441 holders
Holding Since
Dec 2025
3 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, 2026

NEEDHAM INVESTMENT MANAGEMENT LLC holds $348,851,760 across 15 Semiconductor Equipment & Materials names. ACLS ranks #12 (1.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FORM
Formfactor Inc
 547,500 $87,561,675
2 VECO
Veeco Instruments Inc
 845,850 $64,115,430
3 NVMI
Nova Ltd.
 88,650 $48,131,631
4 KLAC
Kla Corp
 102,500 $30,925,275
5 PLAB
Photronics Inc
 585,500 $19,046,315
6 ENTG
Entegris Inc
 101,500 $18,255,790
7 TER
Teradyne, Inc
 29,000 $14,031,360
8 ASML
Asml Holding NV
 6,150 $12,235,054

All Filings in ACLS

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,725,475 35,500
2026-03-31 $3,955,900 42,500
2025-12-31 $1,606,800 20,000