Position in ACLS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,812,328
-$1,594,946 QoQ
Shares Held
51,701
-35.2% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026WELLS FARGO & COMPANY/MN holds $3,626,546,637 across 26 Semiconductor Equipment & Materials names. ACLS ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
5,141,784 | $1,098,593,565 | |
| 2 | ASML |
Asml Holding NV
|
773,170 | $1,021,226,127 | |
| 3 | AMAT |
Applied Materials Inc /De
|
1,816,119 | $620,731,311 | |
| 4 | KLAC |
Kla Corp
|
342,784 | $504,718,586 | |
| 5 | Q |
Qnity Electronics, Inc.
|
875,080 | $100,966,727 | |
| 6 | ENTG |
Entegris Inc
|
607,110 | $71,177,574 | |
| 7 | TER |
Teradyne, Inc
|
223,850 | $66,362,569 | |
| 8 | ONTO |
Onto Innovation Inc.
|
146,327 | $30,007,276 |
All Filings in ACLS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,812,328 | 51,701 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $6,407,274 | 79,752 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,129,964 | 73,023 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,287,712 | 32,827 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,762,936 | 35,493 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,100,920 | 30,069 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,366,417 | 32,107 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $9,223,722 | 64,869 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,408,718 | 30,566 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $3,666,464 | 28,271 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,386,206 | 26,901 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,712,076 | 36,612 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $3,521,663 | 26,429 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,752,663 | 22,085 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,899,402 | 31,364 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,402,586 | 25,576 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,172,594 | 68,484 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,326,938 | 58,033 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,682,354 | 57,035 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,173,987 | 53,785 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,703,521 | 90,132 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,431,314 | 83,493 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,969,792 | 89,536 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $3,014,287 | 108,233 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,110,005 | 60,623 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||