Position in ACLS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,101,272
+$466,653 QoQ
Shares Held
5,813
-14.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#173
of 439 holders
Holding Since
Sep 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACLS Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $46,364,524 across 8 Semiconductor Equipment & Materials names. ACLS ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
28,918 | $20,907,714 | |
| 2 | LRCX |
Lam Research Corp
|
41,095 | $17,807,696 | |
| 3 | PLAB |
Photronics Inc
|
55,930 | $1,819,402 | |
| 4 | KLIC |
Kulicke & Soffa Industries Inc
|
13,387 | $1,790,645 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
11,729 | $1,672,438 | |
| 6 | ACLS |
Axcelis Technologies Inc
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|
5,813 | $1,101,272 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
6,672 | $749,132 | |
| 8 | KLAC |
Kla Corp
|
1,711 | $516,225 |
All Filings in ACLS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101,272 | 5,813 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $634,619 | 6,818 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $548,561 | 6,828 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $666,685 | 6,828 | Shares | Sole | 2025-11-13 | |
| 2022-03-31 | $1,698,064 | 22,482 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,616,759 | 21,684 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $360,829 | 8,927 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,654,036 | 40,254 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,023,422 | 35,145 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $442,772 | 20,126 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||