Whale Rock Capital Management’s Axcelis ACLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-517,062	Closed	-$84.3M	–	39
2023 Q3	$84.3M	Buy	517,062 +42,701	+9%	+$6.96M	1.7%	24
2023 Q2	$87M	Buy	474,361 +223,196	+89%	+$40.9M	1.5%	27
2023 Q1	$33.5M	Buy	+251,165	New	+$33.5M	0.74%	31