TWO SIGMA SECURITIES, LLC
Broker-DealerPosition in ACLS — Axcelis Technologies Inc
CIK 1450144
NEW YORK, NY
Position in ACLS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$646,403
-$103,410 QoQ
Shares Held
3,412
-63.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#212
of 439 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACLS Over Time
Shares Held
Position Value (USD)
Derivatives in ACLS
reported options exposure · as of Sep 30, 2024CallValue
$304,065
CallShares
2,900
PutValue
$325,035
PutShares
3,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TWO SIGMA SECURITIES, LLC holds $41,946,067 across 12 Semiconductor Equipment & Materials names. ACLS ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
28,021 | $20,259,183 | |
| 2 | LRCX |
Lam Research Corp
|
30,889 | $13,385,130 | |
| 3 | KLAC |
Kla Corp
|
11,525 | $3,477,207 | |
| 4 | COHU |
Cohu Inc
|
11,315 | $836,291 | |
| 5 | Q |
Qnity Electronics, Inc.
|
4,529 | $739,630 | |
| 6 | TER |
Teradyne, Inc
|
1,525 | $737,856 | |
| 7 | AMBA |
Ambarella Inc
|
7,842 | $672,843 | |
| 8 | ACLS |
Axcelis Technologies Inc
This page
|
3,412 | $646,403 |
All Filings in ACLS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,403 | 3,412 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $749,813 | 9,333 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $229,628 | 3,295 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $325,035 | 3,100 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $304,065 | 2,900 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $668,293 | 4,700 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $853,140 | 6,000 | Call | Sole | 2024-08-14 | |
| 2024-03-31 | $1,605,888 | 14,400 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $1,059,440 | 9,500 | Call | Sole | 2024-05-15 | |
| 2023-12-31 | $658,695 | 5,079 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $946,737 | 7,300 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $635,481 | 4,900 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $880,470 | 5,400 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $750,030 | 4,600 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $679,103 | 4,165 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,603,286 | 14,200 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $2,584,953 | 14,100 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $706,225 | 5,300 | Call | Sole | 2023-05-15 | |
| 2023-03-31 | $706,225 | 5,300 | Put | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||