Alpine Associates Management’s Axcelis ACLS Stock Holding History

Alpine Associates Management’s Portfolio ACLS Stock Details ACLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.6M	Buy	+134,905	New	+$20M	1.6%	23

Other funds holding ACLS

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

Alpine Associates Management's ACLS Position: Q2 2026 in Review

Alpine Associates Management opened a new position in Axcelis (ACLS) in Q2 2026: 134,905 shares worth $25.6M. The stake represents 1.6% of the portfolio and ranks #23 among its holdings.

181 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

Alpine Associates Management held 134,905 shares of Axcelis worth $25.6M as of Q2 2026.
Axcelis was a new Alpine Associates Management position in Q2 2026.
Axcelis made up 1.6% of Alpine Associates Management's portfolio in Q2 2026, its #23 holding.
181 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on Alpine Associates Management's 13F filing for Q2 2026, filed 6 Aug 2026.