TwinBeech Capital’s Axcelis ACLS Stock Holding History

TwinBeech Capital’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 Q1	–	Sell	-18,000	Closed	-$1.45M	–	542
2025 Q4	$1.45M	Buy	+18,000	New	+$1.51M	0.1%	239
2025 Q2	–	Sell	-7,261	Closed	-$361K	–	608
2025 Q1	$361K	Buy	7,261 +3,417	+89%	+$216K	0.01%	604
2024 Q4	$269K	Buy	+3,844	New	+$319K	﹤0.01%	523
2024 Q1	–	Sell	-72,397	Closed	-$9.39M	–	524
2023 Q4	$9.39M	Buy	72,397 +10,464	+17%	+$1.44M	0.15%	183
2023 Q3	$10.1M	Buy	+61,933	New	+$10.9M	0.19%	148
2023 Q2	–	Sell	-39,814	Closed	-$5.31M	–	566
2023 Q1	$5.31M	Buy	+39,814	New	+$4.68M	0.11%	231

Other funds holding ACLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TwinBeech Capital's ACLS Position: Q1 2026 in Review

TwinBeech Capital sold out of Axcelis (ACLS) in Q1 2026, closing a stake of 18,000 shares — an estimated $1.45M sold.

TwinBeech Capital first reported a position in ACLS in Q1 2023 and held it in 6 quarters. The position peaked at $10.1M in Q3 2023. 377 funds tracked by Wall St. Rank hold ACLS as of Q1 2026.

TwinBeech Capital reported no remaining Axcelis position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 18,000 Axcelis shares in Q1 2026, an estimated $1.45M.
TwinBeech Capital first reported a position in Axcelis in Q1 2023 and held it in 6 quarters.
TwinBeech Capital's Axcelis position peaked at $10.1M in Q3 2023.
377 funds tracked by Wall St. Rank held Axcelis as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.