Position in ACLS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$115,649,941
+$54,342,613 QoQ
Shares Held
610,451
-7.3% QoQ
Ownership
1.98%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#12
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, 2026PRIMECAP MANAGEMENT CO/CA/ holds $8,982,386,145 across 9 Semiconductor Equipment & Materials names. ACLS ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
20,536,730 | $6,196,136,808 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,042,926 | $754,035,498 | |
| 3 | ASML |
Asml Holding NV
|
351,576 | $699,439,322 | |
| 4 | ENTG |
Entegris Inc
|
3,125,433 | $562,140,379 | |
| 5 | FORM |
Formfactor Inc
|
1,690,114 | $270,299,932 | |
| 6 | TER |
Teradyne, Inc
|
485,840 | $235,068,825 | |
| 7 | Q |
Qnity Electronics, Inc.
|
906,109 | $147,976,660 | |
| 8 | ACLS |
Axcelis Technologies Inc
This page
|
610,451 | $115,649,941 |
All Filings in ACLS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,649,941 | 610,451 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $61,307,328 | 658,652 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $53,421,440 | 664,942 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $81,400,124 | 833,676 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $59,396,508 | 852,296 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $41,477,728 | 835,066 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $64,030,684 | 916,426 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $102,169,614 | 974,436 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $140,739,093 | 989,796 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $112,969,313 | 1,012,996 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $135,142,945 | 1,042,046 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $170,546,386 | 1,045,976 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $197,473,176 | 1,077,146 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $155,266,364 | 1,165,226 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $101,208,284 | 1,275,306 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $99,891,660 | 1,649,466 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $92,164,707 | 1,680,611 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $146,135,444 | 1,934,800 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $156,193,507 | 2,094,870 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $104,792,246 | 2,228,200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $92,748,944 | 2,294,630 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $95,936,932 | 2,334,800 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $72,744,963 | 2,498,110 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $56,900,800 | 2,586,400 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $75,601,610 | 2,714,600 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $50,835,884 | 2,776,400 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||