Position in ACLS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$116,738,332
-$10,273,051 QoQ
Shares Held
616,196
-54.8% QoQ
Ownership
2.00%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#11
of 441 holders
Holding Since
Jun 2020
11 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, 2026Balyasny Asset Management L.P. holds $673,773,064 across 11 Semiconductor Equipment & Materials names. ACLS ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
121,216 | $241,151,946 | |
| 2 | AMAT |
Applied Materials Inc /De
|
166,354 | $120,273,942 | |
| 3 | ACLS |
Axcelis Technologies Inc
This page
|
616,196 | $116,738,332 | |
| 4 | Q |
Qnity Electronics, Inc.
|
531,829 | $86,852,993 | |
| 5 | ONTO |
Onto Innovation Inc.
|
154,951 | $58,641,205 | |
| 6 | LRCX |
Lam Research Corp
|
34,501 | $14,950,317 | |
| 7 | FORM |
Formfactor Inc
|
81,279 | $12,998,950 | |
| 8 | KLAC |
Kla Corp
|
35,558 | $10,728,203 |
All Filings in ACLS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,738,332 | 616,196 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $127,011,383 | 1,364,540 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,563,030 | 243,503 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $227,110 | 2,326 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,324,228 | 90,748 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $232,014 | 1,789 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,162,708 | 7,131 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $257,761 | 1,406 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $3,383,350 | 25,391 | Shares | Other | 2023-05-15 | |
| 2022-09-30 | $304,495 | 5,028 | Shares | Sole | 2022-11-15 | |
| 2020-06-30 | $436,214 | 15,663 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||