Position in ACLS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,821,751
-$2,978,850 QoQ
Shares Held
9,616
-81.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#141
of 441 holders
Holding Since
Mar 2024
10 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, 2026Holocene Advisors, LP holds $889,573,050 across 9 Semiconductor Equipment & Materials names. ACLS ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
1,030,000 | $310,761,300 | |
| 2 | AMAT |
Applied Materials Inc /De
|
369,894 | $267,433,362 | |
| 3 | Q |
Qnity Electronics, Inc.
|
945,505 | $154,410,421 | |
| 4 | LRCX |
Lam Research Corp
|
317,652 | $137,648,141 | |
| 5 | ONTO |
Onto Innovation Inc.
|
25,694 | $9,723,894 | |
| 6 | AMBA |
Ambarella Inc
|
51,883 | $4,451,561 | |
| 7 | IPGP |
Ipg Photonics Corp
|
24,783 | $2,907,541 | |
| 8 | ACLS |
Axcelis Technologies Inc
This page
|
9,616 | $1,821,751 |
All Filings in ACLS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,821,751 | 9,616 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,800,601 | 51,575 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,259,650 | 15,679 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,355,926 | 13,887 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,494,762 | 35,798 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,802,244 | 96,683 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,888,992 | 84,285 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,355,888 | 41,544 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,013,477 | 35,259 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,861,936 | 79,465 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||