First Eagle Investment Management, LLC

Position in ACLS — Axcelis Technologies Inc

CIK 1325447 NEW YORK, NY

Back to ACLS Full portfolio

Position in ACLS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$9,359,286

-$1,592,502 QoQ

Shares Held

100,551

-26.2% QoQ

Ownership

0.327%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

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, 2026

First Eagle Investment Management, LLC holds $633,419,069 across 10 Semiconductor Equipment & Materials names. ACLS ranks #7 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IPGP	Ipg Photonics Corp	4,593,349	$526,351,861
2	UCTT	Ultra Clean Holdings, Inc.	434,100	$26,992,337
3	FORM	Formfactor Inc	179,848	$17,443,457
4	COHU	Cohu Inc	474,068	$14,515,962
5	VECO	Veeco Instruments Inc	391,381	$13,252,160
6	ASYS	Amtech Systems Inc	832,453	$9,723,050
7	ACLS	Axcelis Technologies Inc This page	100,551	$9,359,286
8	ONTO	Onto Innovation Inc.	42,983	$8,814,523

All Filings in ACLS

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10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,359,286	100,551	-26.2%	Shares	Sole	2026-05-14
2025-12-31	$10,951,788	136,318	+4.6%	Shares	Sole	2026-02-04
2025-09-30	$12,728,155	130,358	+78.6%	Shares	Sole	2025-11-12
2025-06-30	$5,087,370	73,000	+903.0%	Shares	Sole	2025-08-06
2023-09-30	$1,186,677	7,278	-11.2%	Shares	Sole	2023-11-08
2023-06-30	$1,502,939	8,198	-70.1%	Shares	Sole	2023-08-09
2023-03-31	$3,650,783	27,398	-57.4%	Shares	Sole	2023-05-11
2022-12-31	$5,102,689	64,298	-1.5%	Shares	Sole	2023-02-09
2022-09-30	$3,951,418	65,248	+33.6%	Shares	Sole	2022-11-10
2022-06-30	$2,678,659	48,845	—	Shares	Sole	2022-08-10
No filing history on record for this holder in this stock.