Informed Momentum Co LLC

Position in ACLS — Axcelis Technologies Inc

CIK 1510989 Solana Beach, CA

Position in ACLS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,643,253

+$4,604,150 QoQ

Shares Held

35,066

+180.4% QoQ

Ownership

0.114%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#75

of 439 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Technology · as of Jun 30, 2026

Informed Momentum Co LLC holds $71,119,552 across 15 Semiconductor Equipment & Materials names. ACLS ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLIC	Kulicke & Soffa Industries Inc	67,458	$9,023,182
2	FORM	Formfactor Inc	55,601	$8,892,267
3	COHU	Cohu Inc	115,726	$8,553,308
4	ACLS	Axcelis Technologies Inc This page	35,066	$6,643,253
5	ICHR	Ichor Holdings, Ltd.	58,336	$6,549,966
6	ONTO	Onto Innovation Inc.	16,786	$6,352,661
7	UCTT	Ultra Clean Holdings, Inc.	41,163	$5,869,432
8	CAMT	Camtek Ltd	26,969	$4,399,183

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,643,253	35,066	+180.4%	Shares	Sole	2026-08-13
2023-09-30	$2,039,103	12,506	-39.0%	Shares	Sole	2023-11-13
2023-06-30	$3,755,515	20,485	-29.8%	Shares	Sole	2023-08-11
2023-03-31	$3,889,567	29,190	-9.1%	Shares	Sole	2023-07-12
2022-12-31	$2,548,249	32,110	+13.0%	Shares	Sole	2023-02-14
2022-09-30	$1,720,994	28,418	-9.4%	Shares	Sole	2022-11-14
2022-06-30	$1,719,617	31,357	-37.0%	Shares	Sole	2022-08-12
2022-03-31	$3,760,940	49,794	-18.3%	Shares	Sole	2022-05-13
2021-12-31	$4,545,923	60,970	+87.2%	Shares	Sole	2022-02-11
2021-09-30	$1,532,002	32,575	-26.2%	Shares	Sole	2021-11-12
2021-03-31	$1,812,890	44,120	+58.7%	Shares	Sole	2021-05-11
2020-06-30	$774,313	27,803	0.0%	Shares	Sole	2020-08-13
2020-03-31	$509,072	27,803	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.