Position in ACLS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$46,318,841
-$4,280,415 QoQ
Shares Held
497,624
-21.0% QoQ
Ownership
1.62%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ACLS Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $10,090,243,505 across 28 Semiconductor Equipment & Materials names. ACLS ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
7,861,728 | $2,687,060,010 | |
| 2 | KLAC |
Kla Corp
|
1,818,032 | $2,676,888,494 | |
| 3 | LRCX |
Lam Research Corp
|
10,477,727 | $2,238,671,149 | |
| 4 | ASML |
Asml Holding NV
|
751,412 | $992,487,510 | |
| 5 | TER |
Teradyne, Inc
|
1,693,254 | $501,982,078 | |
| 6 | Q |
Qnity Electronics, Inc.
|
1,570,294 | $181,180,520 | |
| 7 | ENTG |
Entegris Inc
|
907,378 | $106,380,994 | |
| 8 | ONTO |
Onto Innovation Inc.
|
482,278 | $98,900,747 |
All Filings in ACLS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,318,841 | 497,624 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $50,599,256 | 629,814 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $48,309,829 | 494,775 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $41,199,123 | 591,177 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $31,559,969 | 635,393 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $41,301,413 | 591,118 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $58,912,801 | 561,877 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $99,904,540 | 702,613 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $53,727,993 | 481,779 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $57,398,977 | 442,586 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $71,511,609 | 438,587 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $99,633,437 | 543,465 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $52,560,994 | 394,454 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $29,028,856 | 365,787 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $28,046,001 | 463,111 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $24,706,351 | 450,517 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $22,376,441 | 296,259 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $15,027,642 | 201,551 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $32,475,625 | 690,530 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $27,004,844 | 668,106 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $23,761,935 | 578,290 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $23,195,156 | 796,537 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $12,808,466 | 582,203 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,785,735 | 243,653 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,513,157 | 137,256 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||