Position in ACLS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$31,672,796
-$2,265,630 QoQ
Shares Held
340,275
-19.4% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 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 Mar 31, 2026Boston Partners holds $1,360,317,341 across 9 Semiconductor Equipment & Materials names. ACLS ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
2,728,418 | $932,545,986 | |
| 2 | Q |
Qnity Electronics, Inc.
|
1,015,675 | $117,188,580 | |
| 3 | LRCX |
Lam Research Corp
|
447,670 | $95,649,171 | |
| 4 | UCTT |
Ultra Clean Holdings, Inc.
|
1,468,878 | $91,334,832 | |
| 5 | ONTO |
Onto Innovation Inc.
|
181,593 | $37,239,275 | |
| 6 | PLAB |
Photronics Inc
|
785,239 | $31,731,507 | |
| 7 | ACLS |
Axcelis Technologies Inc
This page
|
340,275 | $31,672,796 | |
| 8 | VECO |
Veeco Instruments Inc
|
431,918 | $14,624,742 |
All Filings in ACLS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,672,796 | 340,275 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $33,938,426 | 422,435 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $45,767,869 | 468,741 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $33,036,056 | 474,043 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $16,542,045 | 333,039 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $23,062,198 | 330,073 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $25,750,319 | 245,592 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $34,909,207 | 245,511 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $21,440,833 | 192,260 | Shares | Other | 2024-05-28 | |
| 2022-12-31 | $1,273,331 | 16,045 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $694,986 | 11,476 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $516,318 | 9,415 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $527,728 | 6,987 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,106,395 | 14,839 | Shares | Defined | 2022-02-04 | |
| 2021-09-30 | $2,929,451 | 62,289 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $3,263,510 | 80,740 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,295,145 | 128,867 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $2,770,796 | 95,151 | Shares | Other | 2021-02-10 | |
| 2020-09-30 | $1,937,342 | 88,061 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $3,088,926 | 110,913 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,001,685 | 109,322 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||