Position in ACLS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,624
+$37,448 QoQ
Shares Held
320
+28.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#334
of 439 holders
Holding Since
Mar 2026
2 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, 2026Kemnay Advisory Services Inc. holds $1,490,086 across 19 Semiconductor Equipment & Materials names. ACLS ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
512 | $221,864 | |
| 2 | AMAT |
Applied Materials Inc /De
|
278 | $200,994 | |
| 3 | ICHR |
Ichor Holdings, Ltd.
|
1,637 | $183,802 | |
| 4 | ENTG |
Entegris Inc
|
890 | $160,075 | |
| 5 | KLAC |
Kla Corp
|
466 | $140,596 | |
| 6 | FORM |
Formfactor Inc
|
822 | $131,462 | |
| 7 | ACLS |
Axcelis Technologies Inc
This page
|
320 | $60,624 | |
| 8 | ACMR |
ACM Research, Inc.
|
416 | $52,786 |
All Filings in ACLS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,624 | 320 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,176 | 249 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||