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David Shaw’s Axcelis ACLS Stock Holding History

David Shaw’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 		$1.63M Buy
+8,600
New +$1.28M ﹤0.01% 3372
2025
Q4 		– Sell
-2,800
Closed -$273K – 4561
2025
Q3 		$273K Buy
+2,800
New +$226K ﹤0.01% 4155
2025
Q2 		– Sell
-6,900
Closed -$343K – 4312
2025
Q1 		$343K Buy
+6,900
New +$436K ﹤0.01% 3702
2024
Q1 		– Sell
-23,300
Closed -$3.02M – 4294
2023
Q4 		$3.02M Sell
23,300
-35,700
-61% -$4.92M ﹤0.01% 2330
2023
Q3 		$9.62M Buy
59,000
+22,100
+60% +$3.89M 0.01% 1313
2023
Q2 		$6.76M Buy
36,900
+26,900
+269% +$3.87M 0.01% 1648
2023
Q1 		$1.33M Buy
+10,000
New +$1.17M ﹤0.01% 2966

Other funds holding ACLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

David Shaw's ACLS Position: Q2 2026 in Review

David Shaw reduced its Axcelis (ACLS) stake by 76% in Q2 2026, selling an estimated $61M and leaving 133,044 shares worth $25.2M. The position accounts for 0.01% of the portfolio, ranked #1139.

David Shaw first reported a position in ACLS in Q2 2013 and has held it in 41 quarters since. The position peaked at $50.7M in Q1 2026. 439 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

  • David Shaw held 133,044 shares of Axcelis worth $25.2M as of Q2 2026.
  • David Shaw sold 411,377 Axcelis shares in Q2 2026, an estimated $61M.
  • Axcelis made up 0.01% of David Shaw's portfolio in Q2 2026, its #1139 holding.
  • David Shaw first reported a position in Axcelis in Q2 2013 and has held it in 41 quarters since.
  • David Shaw's Axcelis position peaked at $50.7M in Q1 2026.
  • 439 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.