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Equibles

Boston Partners

Position in ACLS — Axcelis Technologies Inc

CIK 1386060 BOSTON, MA
Back to ACLS Full portfolio

Position in ACLS

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$57,579,348
+$25,906,552 QoQ
Shares Held
303,929
-10.7% QoQ
Ownership
0.984%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#24
of 441 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority Sole 91% Shared 0% None 9%

Common Shares in ACLS Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Boston Partners holds $2,530,530,346 across 10 Semiconductor Equipment & Materials names. ACLS ranks #6 (2.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
 2,636,446 $1,906,150,458
2 UCTT
Ultra Clean Holdings, Inc.
 1,360,211 $193,952,485
3 Q
Qnity Electronics, Inc.
 807,514 $131,875,109
4 LRCX
Lam Research Corp
 151,632 $65,706,693
5 ONTO
Onto Innovation Inc.
 168,339 $63,707,893
6 ACLS
Axcelis Technologies Inc
This page 		303,929 $57,579,348
7 KLAC
Kla Corp
 181,410 $54,733,210
8 VECO
Veeco Instruments Inc
 460,965 $34,941,145

All Filings in ACLS

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $57,579,348 303,929
2026-03-31 $31,672,796 340,275
2025-12-31 $33,938,426 422,435
2025-09-30 $45,767,869 468,741
2025-06-30 $33,036,056 474,043
2025-03-31 $16,542,045 333,039
2024-12-31 $23,062,198 330,073
2024-09-30 $25,750,319 245,592
2024-06-30 $34,909,207 245,511
2024-03-31 $21,440,833 192,260
2022-12-31 $1,273,331 16,045
2022-09-30 $694,986 11,476
2022-06-30 $516,318 9,415
2022-03-31 $527,728 6,987
2021-12-31 $1,106,395 14,839
2021-09-30 $2,929,451 62,289
2021-06-30 $3,263,510 80,740
2021-03-31 $5,295,145 128,867
2020-12-31 $2,770,796 95,151
2020-09-30 $1,937,342 88,061
2020-06-30 $3,088,926 110,913
2020-03-31 $2,001,685 109,322