ACLS·AXCELIS TECHNOLOGIES INC
AI CoreData as of 2026-07-07
Holder Count
5 / 30
5 of 30 tracked investors hold ACLS
Aggregate $
$191M
13F longs + subsequent 13G/D block filings, deduped
Share of AI Universe
0.0%
Share of aggregated AI exposure across 30 investors
Latest quarter · 2026-Q1
Exited
No Exited this quarter
—Holders
Sorted by position $ desc by default; click headers to sort| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter |
|---|---|---|---|---|
 Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC | $84M | 2.1% | ADD2023-Q3 | Before 2020-Q1 |
 Izzy Englander / Millennium Millennium Management LLC | $66M | 0.5% | ADD2023-Q4 | Before 2020-Q1 |
 T. Rowe Price Associates T. Rowe Price Associates, Inc. | $34M | 0.0% | TRIM2026-Q1 | Before 2020-Q1 |
 Norges Bank Investment Management Norges Bank | $7M | 0.0% | ADD2025-Q4 | Before 2020-Q1 |
 Steve Cohen / Point72 Point72 Asset Management, L.P. | $209430 | 0.0% | NEW2026-Q1 | Before 2020-Q1 |
Position Action Log
22 entries · newest first| Date | Investor | Action | Δ $ | Δ Shares |
|---|---|---|---|---|
| 2026-Q1 | NEW | +$209K | +2.3K | |
| 2026-Q1 | TRIM | +$3M | −20.9K | |
| 2025-Q4 | ADD | +$3M | +25.7K | |
| 2025-Q4 | TRIM | −$21M | −149.1K | |
| 2025-Q3 | ADD | +$15M | +3.0K | |
| 2025-Q2 | TRIM | −$32M | −453.5K | |
| 2025-Q2 | ADD | +$37M | +529.1K | |
| 2025-Q1 | EXIT | −$37M | −524.4K | |
| 2024-Q4 | ADD | −$30M | +51.8K | |
| 2024-Q4 | TRIM | −$19M | −2.5K | |
| 2024-Q3 | TRIM | −$20M | −4.3K | |
| 2024-Q2 | ADD | +$9M | +23.9K | |
| 2024-Q2 | ADD | +$24M | +68.0K | |
| 2024-Q1 | TRIM | −$8M | −386 | |
| 2023-Q4 | ADD | +$45M | +381.8K | |
| 2023-Q4 | ADD | +$60M | +463.5K | |
| 2023-Q4 | EXIT | −$84M | −517.1K | |
| 2023-Q3 | NEW | +$21M | +128.0K | |
| 2023-Q3 | EXIT | −$90M | −489.7K | |
| 2023-Q3 | ADD | −$3M | +42.7K | |
| 2023-Q2 | ADD | +$53M | +223.2K | |
| 2023-Q1 | NEW | +$33M | +251.2K |
Holder Count: count of the 30 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.
Aggregate $: market value sum of the above positions.
Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 30 investors.
Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.
Layers: chip · infra · model · app · enabler · autonomy · power.
Data live from source, as of 2026-07-07