Position in ACLS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,379,396
+$25,212,918 QoQ
Shares Held
139,242
+1011.1% QoQ
Ownership
0.451%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#32
of 441 holders
Holding Since
Mar 2020
24 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 Jun 30, 2026CallValue
$3,466,935
CallShares
18,300
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 Jun 30, 2026MILLENNIUM MANAGEMENT LLC holds $1,482,024,171 across 26 Semiconductor Equipment & Materials names. ACLS ranks #14 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
696,499 | $301,813,911 | |
| 2 | AMAT |
Applied Materials Inc /De
|
319,450 | $230,962,350 | |
| 3 | Q |
Qnity Electronics, Inc.
|
934,087 | $152,545,747 | |
| 4 | ASML |
Asml Holding NV
|
74,461 | $148,135,684 | |
| 5 | FORM |
Formfactor Inc
|
670,867 | $107,291,759 | |
| 6 | AXTI |
Axt Inc
|
854,322 | $61,579,529 | |
| 7 | ONTO |
Onto Innovation Inc.
|
158,023 | $59,803,804 | |
| 8 | VECO |
Veeco Instruments Inc
|
766,219 | $58,079,400 |
All Filings in ACLS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,466,935 | 18,300 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $26,379,396 | 139,242 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,166,478 | 12,532 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,451,430 | 130,090 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,559,808 | 261,776 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,484,357 | 107,395 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,139,031 | 183,995 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,281,164 | 290,270 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,235,575 | 116,696 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,439,608 | 214,077 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $245,344 | 2,200 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $46,339,794 | 415,529 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $350,163 | 2,700 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $66,119,074 | 509,824 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,872,519 | 128,013 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $40,026,072 | 218,328 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,938,175 | 97,097 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $2,647,683 | 43,720 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,237,546 | 223,150 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $34,317,886 | 454,361 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $39,822,719 | 534,103 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,383,984 | 305,847 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,336,270 | 181,501 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,441,660 | 229,780 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $2,546,852 | 115,766 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,603,782 | 201,213 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $305,484 | 16,684 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||