F/m Investments LLC

Position in ACLS — Axcelis Technologies Inc

CIK 1834499 WASHINGTON, DC

Position in ACLS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$759,505

-$2,477,714 QoQ

Shares Held

4,009

-90.1% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#199

of 439 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

F/m Investments LLC holds $7,343,855 across 5 Semiconductor Equipment & Materials names. ACLS ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	10,494	$4,547,365
2	KLAC	Kla Corp	3,406	$1,027,624
3	ACLS	Axcelis Technologies Inc This page	4,009	$759,505
4	AMAT	Applied Materials Inc /De	854	$617,442
5	ASML	Asml Holding NV	197	$391,919

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$759,505	4,009	-90.1%	Shares	Sole	2026-08-05
2025-12-31	$3,237,219	40,294	+91.3%	Shares	Sole	2026-02-03
2025-09-30	$2,057,079	21,068	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.