LA
ACLS icon

Lee Ainslie’s Axcelis ACLS Stock Holding History

Lee Ainslie’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 		$498K Buy
+2,630
New +$390K ﹤0.01% 168
2023
Q3 		– Sell
-3,115
Closed -$571K – 304
2023
Q2 		$571K Sell
3,115
-2,757
-47% -$397K 0.01% 215
2023
Q1 		$782K Sell
5,872
-2,580
-31% -$303K 0.02% 181
2022
Q4 		$671K Buy
8,452
+1,114
+15% +$78.5K 0.02% 174
2022
Q3 		$444K Buy
+7,338
New +$474K 0.01% 185
2022
Q1 		– Sell
-1,944
Closed -$145K – 231
2021
Q4 		$145K Buy
+1,944
New +$115K ﹤0.01% 105

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

Lee Ainslie's ACLS Position: Q2 2026 in Review

Lee Ainslie opened a new position in Axcelis (ACLS) in Q2 2026: 2,630 shares worth $498K. The stake represents ﹤0.01% of the portfolio and ranks #168 among its holdings. This is a return to the name: Lee Ainslie previously reported a position in ACLS as recently as Q2 2023.

Lee Ainslie first reported a position in ACLS in Q4 2021 and has held it in 6 quarters since. The position peaked at $782K in Q1 2023. 439 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

  • Lee Ainslie held 2,630 shares of Axcelis worth $498K as of Q2 2026.
  • Axcelis was a new Lee Ainslie position in Q2 2026.
  • Axcelis made up ﹤0.01% of Lee Ainslie's portfolio in Q2 2026, its #168 holding.
  • Lee Ainslie first reported a position in Axcelis in Q4 2021 and has held it in 6 quarters since.
  • Lee Ainslie's Axcelis position peaked at $782K in Q1 2023.
  • 439 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.