Position in ACLS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$727,488
-$1,091,570 QoQ
Shares Held
3,840
-83.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#203
of 439 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACLS Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Aquatic Capital Management LLC holds $10,607,662 across 9 Semiconductor Equipment & Materials names. ACLS ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLAB |
Photronics Inc
|
110,256 | $3,586,627 | |
| 2 | ACMR |
ACM Research, Inc.
|
16,800 | $2,131,752 | |
| 3 | FORM |
Formfactor Inc
|
7,235 | $1,157,093 | |
| 4 | LRCX |
Lam Research Corp
|
1,929 | $835,893 | |
| 5 | IPGP |
Ipg Photonics Corp
|
6,600 | $774,312 | |
| 6 | ACLS |
Axcelis Technologies Inc
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|
3,840 | $727,488 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,581 | $598,329 | |
| 8 | CAMT |
Camtek Ltd
|
3,643 | $594,246 |
All Filings in ACLS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,488 | 3,840 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,819,058 | 22,642 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $2,409,322 | 34,572 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $992,704 | 19,986 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $904,606 | 12,947 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $5,758,236 | 44,400 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,217,480 | 13,600 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $91,665 | 500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $146,575 | 1,100 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $127,176 | 2,100 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $52,871 | 700 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||