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Equibles

SEI INVESTMENTS CO

Position in ACLS — Axcelis Technologies Inc

CIK 350894 OAKS, PA
Back to ACLS Full portfolio

Position in ACLS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$6,393,747
+$2,201,890 QoQ
Shares Held
33,749
-25.1% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#77
of 441 holders
Holding Since
Mar 2020
26 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, 2026

SEI INVESTMENTS CO holds $2,174,893,042 across 28 Semiconductor Equipment & Materials names. ACLS ranks #17 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ASML
Asml Holding NV
 261,246 $519,733,215
2 LRCX
Lam Research Corp
 959,938 $415,969,932
3 AMAT
Applied Materials Inc /De
 505,531 $365,498,913
4 KLAC
Kla Corp
 932,992 $281,493,015
5 FORM
Formfactor Inc
 1,343,056 $214,794,945
6 Q
Qnity Electronics, Inc.
 460,195 $75,154,445
7 TER
Teradyne, Inc
 106,113 $51,341,713
8 ENTG
Entegris Inc
 285,406 $51,333,122

All Filings in ACLS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,393,747 33,749
2026-03-31 $4,191,857 45,035
2025-12-31 $2,247,591 27,976
2025-09-30 $1,374,379 14,076
2025-06-30 $725,542 10,411
2025-03-31 $7,856,899 158,182
2024-12-31 $10,142,817 145,167
2024-09-30 $10,934,596 104,288
2024-06-30 $10,620,313 74,691
2024-03-31 $16,142,742 144,752
2023-12-31 $13,193,621 101,732
2023-09-30 $11,155,553 68,418
2023-06-30 $14,720,298 80,294
2023-03-31 $7,810,314 58,614
2022-12-31 $4,183,937 52,721
2022-09-30 $3,521,744 58,153
2022-06-30 $2,715,072 49,509
2022-03-31 $3,978,767 52,678
2021-12-31 $3,183,785 42,701
2021-09-30 $877,767 18,664
2021-06-30 $754,398 18,664
2021-03-31 $766,903 18,664
2020-12-31 $543,495 18,664
2020-09-30 $412,918 18,769
2020-06-30 $515,168 18,498
2020-03-31 $222,814 12,169