Position in ACLS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,389,443
+$12,665,701 QoQ
Shares Held
197,566
+177.3% QoQ
Ownership
0.643%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACLS Over Time
Shares Held
Position Value (USD)
Derivatives in ACLS
reported options exposure · as of Dec 31, 2025CallValue
$401,700
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $1,767,404,156 across 27 Semiconductor Equipment & Materials names. ACLS ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
378,950 | $500,528,528 | |
| 2 | LRCX |
Lam Research Corp
|
1,502,227 | $320,965,820 | |
| 3 | TER |
Teradyne, Inc
|
839,431 | $248,857,714 | |
| 4 | Q |
Qnity Electronics, Inc.
|
1,428,255 | $164,792,061 | |
| 5 | AMAT |
Applied Materials Inc /De
|
443,650 | $151,635,133 | |
| 6 | ONTO |
Onto Innovation Inc.
|
312,662 | $64,117,596 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
1,213,894 | $54,661,646 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
581,131 | $36,134,725 |
All Filings in ACLS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,389,443 | 197,566 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,723,742 | 71,244 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $401,700 | 5,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $3,628,790 | 37,165 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,501,383 | 35,893 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,202,566 | 44,344 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,371,897 | 19,635 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $765,405 | 7,300 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $1,048,399 | 9,401 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,669,268 | 43,714 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,781,321 | 10,925 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $406,146 | 3,048 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $1,443,663 | 26,325 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,920,652 | 25,429 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,523,483 | 33,845 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,121,897 | 87,644 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,920,152 | 47,505 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $1,620,003 | 55,632 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $680,966 | 30,953 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,306,602 | 118,729 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||