Position in ACLS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,800,601
+$3,540,951 QoQ
Shares Held
51,575
+228.9% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Holocene Advisors, LP holds $484,688,320 across 11 Semiconductor Equipment & Materials names. ACLS ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
700,675 | $239,483,708 | |
| 2 | Q |
Qnity Electronics, Inc.
|
725,324 | $83,687,883 | |
| 3 | TER |
Teradyne, Inc
|
264,814 | $78,506,758 | |
| 4 | ENTG |
Entegris Inc
|
415,311 | $48,691,061 | |
| 5 | LRCX |
Lam Research Corp
|
90,709 | $19,380,884 | |
| 6 | ACLS |
Axcelis Technologies Inc
This page
|
51,575 | $4,800,601 | |
| 7 | ONTO |
Onto Innovation Inc.
|
22,398 | $4,593,157 | |
| 8 | PLAB |
Photronics Inc
|
49,450 | $1,998,274 |
All Filings in ACLS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||