Which hedge funds own ACLS? AXCELIS TECHNOLOGIES INC, Q2 2026 13F holders
36 tracked hedge funds disclosed a position in ACLS (AXCELIS TECHNOLOGIES INC) in their Q2 2026 13F filings, worth $312.3m in total. The largest holder by portfolio weight is Old West Investment Management, LLC at 1.8% of its book. 21 opened a new position this quarter: Alpine Associates Management Inc., Teza Capital Management LLC, Maytree Asset Management Ltd, Weiss Asset Management LP. 11 exited: Yakira Capital Management, Inc., EntryPoint Capital, LLC, Catalyst Funds Management Pty Ltd.
- 36
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 21
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 11
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $80.6m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $14.3m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $312m
- Combined value Sum of the holders' reported positions in the security.
- 2.9%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Yakira Capital Management, Inc. | 0.6% | $2.1m |
| EntryPoint Capital, LLC | 0.09% | $299k |
| Catalyst Funds Management Pty Ltd | 0.06% | $354k |
| Entropy Technologies, LP | 0.05% | $1.0m |
| Numerai GP LLC | 0.03% | $339k |
| Mirabella Financial Services LLP | 0.02% | $256k |
| Voloridge Investment Management, LLC | 0.02% | $4.1m |
| Schonfeld Strategic Advisors LLC | 0.01% | $1.7m |
| Edgestream Partners, L.P. | 0.01% | $313k |
| Squarepoint Ops LLC | 0.01% | $3.1m |
| Bridgewater Associates, LP | 0.0% | $773k |
Ownership over time
Who discovered ACLS first? Beta
The run: Q1 2009 → Q4 2010, +811%
| S Squared Technology, LLC high conviction | Q2 2020 | – | +13.5 pts |
| BlackBarn Capital Partners LP high conviction | Q1 2025 | – | +5.0 pts |
| SG Capital Management LLC | Q1 2016 | – | +1.7 pts |
| G2 Investment Partners Management LLC | Q1 2023 | – | +0.7 pts |
| Soviero Asset Management, LP | Q4 2023 | – | +0.7 pts |
| Whale Rock Capital Management LLC | Q2 2023 | – | +0.1 pts |
| Crown Advisors Management, Inc. | Q1 2023 | – | +0.1 pts |
| Glaxis Capital Management, LLC | Q1 2021 | – | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.