Cornerstone Investment Partners, LLC

Position in ACLS — Axcelis Technologies Inc

CIK 1328062 ATLANTA, GA

Back to ACLS Full portfolio

Position in ACLS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$470,783

+$228,310 QoQ

Shares Held

2,485

-4.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#236

of 439 holders

Holding Since

Mar 2021

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

Cornerstone Investment Partners, LLC holds $347,657,313 across 10 Semiconductor Equipment & Materials names. ACLS ranks #8 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	607,345	$183,242,059
2	AMAT	Applied Materials Inc /De	218,915	$158,275,545
3	ACMR	ACM Research, Inc.	14,049	$1,782,677
4	ONTO	Onto Innovation Inc.	4,099	$1,551,266
5	UCTT	Ultra Clean Holdings, Inc.	4,224	$602,300
6	ICHR	Ichor Holdings, Ltd.	5,294	$594,410
7	KLIC	Kulicke & Soffa Industries Inc	3,958	$529,422
8	ACLS	Axcelis Technologies Inc This page	2,485	$470,783

All Filings in ACLS

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$470,783	2,485	-4.6%	Shares	Sole	2026-08-07
2026-03-31	$242,473	2,605	-39.2%	Shares	Sole	2026-05-08
2023-03-31	$571,109	4,286	-13.2%	Shares	Sole	2023-04-21
2022-12-31	$391,641	4,935	-3.9%	Shares	Sole	2023-02-14
2022-09-30	$310,975	5,135	0.0%	Shares	Sole	2022-11-04
2022-06-30	$281,603	5,135	0.0%	Shares	Sole	2022-07-29
2022-03-31	$387,846	5,135	-0.5%	Shares	Sole	2022-04-29
2021-12-31	$384,878	5,162	0.0%	Shares	Sole	2022-02-07
2021-09-30	$242,768	5,162	-18.5%	Shares	Sole	2021-10-25
2021-06-30	$256,060	6,335	0.0%	Shares	Sole	2021-07-29
2021-03-31	$260,305	6,335	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.