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Equibles

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 Jun 30, 2026 · filed Aug 24, 2026
Position Value
$13,626,191
+$4,266,905 QoQ
Shares Held
71,925
-28.5% QoQ
Ownership
0.233%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
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, 2026

First Eagle Investment Management, LLC holds $610,070,609 across 10 Semiconductor Equipment & Materials names. ACLS ranks #8 (2.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IPGP
Ipg Photonics Corp
 3,338,881 $391,717,518
2 UCTT
Ultra Clean Holdings, Inc.
 347,930 $49,611,337
3 COHU
Cohu Inc
 548,533 $40,542,073
4 VECO
Veeco Instruments Inc
 463,853 $35,160,056
5 ONTO
Onto Innovation Inc.
 79,294 $30,008,813
6 ASYS
Amtech Systems Inc
 848,426 $19,581,671
7 FORM
Formfactor Inc
 106,137 $16,974,490
8 ACLS
Axcelis Technologies Inc
This page 		71,925 $13,626,191

All Filings in ACLS

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,626,191 71,925
2026-03-31 $9,359,286 100,551
2025-12-31 $10,951,788 136,318
2025-09-30 $12,728,155 130,358
2025-06-30 $5,087,370 73,000
2023-09-30 $1,186,677 7,278
2023-06-30 $1,502,939 8,198
2023-03-31 $3,650,783 27,398
2022-12-31 $5,102,689 64,298
2022-09-30 $3,951,418 65,248
2022-06-30 $2,678,659 48,845