Position in ACLS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$75,512,452
+$1,780,659 QoQ
Shares Held
811,264
-11.6% QoQ
Ownership
2.64%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $24,061,399,525 across 29 Semiconductor Equipment & Materials names. ACLS ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
35,175,926 | $7,515,688,348 | |
| 2 | AMAT |
Applied Materials Inc /De
|
21,921,798 | $7,492,651,338 | |
| 3 | KLAC |
Kla Corp
|
3,672,914 | $5,408,035,302 | |
| 4 | TER |
Teradyne, Inc
|
4,368,680 | $1,295,138,872 | |
| 5 | Q |
Qnity Electronics, Inc.
|
5,484,733 | $632,828,493 | |
| 6 | ENTG |
Entegris Inc
|
2,974,080 | $348,681,139 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,211,014 | $248,342,640 | |
| 8 | FORM |
Formfactor Inc
|
2,187,865 | $212,201,025 |
All Filings in ACLS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,512,452 | 811,264 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $73,731,793 | 917,747 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $90,486,795 | 926,739 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $64,484,504 | 925,305 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $45,973,111 | 925,571 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $62,725,792 | 897,750 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $91,693,002 | 874,516 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $120,346,061 | 846,375 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $89,759,102 | 804,870 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $100,713,492 | 776,571 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $122,299,076 | 750,071 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $130,809,804 | 713,521 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $85,013,633 | 638,001 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $48,614,031 | 612,576 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $35,812,519 | 591,356 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $31,988,446 | 583,305 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $44,916,406 | 594,683 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $43,405,104 | 582,150 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $26,780,104 | 569,426 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $22,853,265 | 565,395 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $22,517,854 | 548,013 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $14,641,768 | 502,808 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $10,678,074 | 485,367 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $13,574,981 | 487,432 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $9,000,903 | 491,584 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||