Position in ACLS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$127,011,383
+$107,448,353 QoQ
Shares Held
1,364,540
+460.4% QoQ
Ownership
4.44%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
10 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, 2026Balyasny Asset Management L.P. holds $782,586,308 across 13 Semiconductor Equipment & Materials names. ACLS ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
783,346 | $267,739,828 | |
| 2 | ACLS |
Axcelis Technologies Inc
This page
|
1,364,540 | $127,011,383 | |
| 3 | LRCX |
Lam Research Corp
|
551,089 | $117,745,675 | |
| 4 | ASML |
Asml Holding NV
|
77,586 | $102,477,916 | |
| 5 | Q |
Qnity Electronics, Inc.
|
483,514 | $55,787,845 | |
| 6 | TER |
Teradyne, Inc
|
145,049 | $43,001,226 | |
| 7 | ONTO |
Onto Innovation Inc.
|
205,656 | $42,173,875 | |
| 8 | AMBA |
Ambarella Inc
|
289,849 | $14,921,426 |
All Filings in ACLS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||