MORGAN STANLEY

Position in ACLS — Axcelis Technologies Inc

CIK 895421 NEW YORK, NY

Back to ACLS Full portfolio

Position in ACLS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$54,138,676

+$26,002,006 QoQ

Shares Held

581,636

+66.1% QoQ

Ownership

1.89%

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 91% Shared 0% None 9%

Common Shares in ACLS Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

MORGAN STANLEY holds $15,185,881,290 across 29 Semiconductor Equipment & Materials names. ACLS ranks #15 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	18,971,122	$4,053,369,917
2	AMAT	Applied Materials Inc /De	11,843,881	$4,048,120,075
3	KLAC	Kla Corp	1,773,150	$2,610,803,781
4	ASML	Asml Holding NV	1,785,366	$2,358,164,961
5	TER	Teradyne, Inc	2,172,070	$643,931,864
6	Q	Qnity Electronics, Inc.	3,168,681	$365,602,407
7	ENTG	Entegris Inc	1,930,013	$226,274,717
8	FORM	Formfactor Inc	1,308,918	$126,951,951

All Filings in ACLS

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$54,138,676	581,636	+66.1%	Shares	Defined	2026-05-15
2025-12-31	$28,136,670	350,220	-22.9%	Shares	Defined	2026-05-27
2025-09-30	$44,337,051	454,087	-17.5%	Shares	Defined	2026-05-27
2025-06-30	$38,340,714	550,161	+8.4%	Shares	Defined	2025-08-15
2025-03-31	$25,201,560	507,380	+2.4%	Shares	Defined	2025-05-15
2024-12-31	$34,619,393	495,483	-26.7%	Shares	Defined	2025-05-15
2024-09-30	$70,870,415	675,922	+6.0%	Shares	Defined	2025-05-14
2024-06-30	$90,665,456	637,636	-2.2%	Shares	Defined	2025-05-14
2024-03-31	$72,730,772	652,177	+39.4%	Shares	Defined	2024-10-17
2023-12-31	$60,672,090	467,824	+40.7%	Shares	Defined	2024-08-16
2023-09-30	$54,226,839	332,578	-17.2%	Shares	Defined	2023-11-15
2023-06-30	$73,606,257	401,496	+4.0%	Shares	Defined	2023-08-14
2023-03-31	$51,452,220	386,133	+8.4%	Shares	Defined	2023-05-15
2022-12-31	$28,256,760	356,058	+0.8%	Shares	Defined	2023-02-14
2022-09-30	$21,395,542	353,295	-4.2%	Shares	Defined	2022-11-14
2022-06-30	$20,234,529	368,974	+91.9%	Shares	Defined	2022-10-27
2022-03-31	$14,523,056	192,282	-18.6%	Shares	Defined	2022-10-27
2021-12-31	$17,617,183	236,282	+17.3%	Shares	Defined	2022-02-14
2021-09-30	$9,471,463	201,392	-29.4%	Shares	Defined	2021-11-15
2021-06-30	$11,537,118	285,431	+68.4%	Shares	Defined	2021-08-23
2021-03-31	$6,966,068	169,532	+17.4%	Shares	Defined	2021-05-17
2020-12-31	$4,206,790	144,464	+40.0%	Shares	Defined	2021-02-16
2020-09-30	$2,269,872	103,176	-17.8%	Shares	Defined	2020-11-13
2020-06-30	$3,496,622	125,552	+33.9%	Shares	Defined	2020-08-14
2020-03-31	$1,716,708	93,758	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.