Free · no sign-up · Q2 2026

Which funds own ACLS

Axcelis Technologies Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $117m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 2; at least, of 91 current
Combined value: $117m; as reported
Opened: 1; new this quarter
Added to: 0; already held
Trimmed or sold out: 1; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Balyasny Asset Management LLC Multi-strategy · $80.2bn book	$117m	0.1%	616,196	-$10m-748,344	Trimmed
Maverick Capital Ltd Long/short equity · $11.3bn book	$500k	0.0%	2,630	opened2,630	New

Ownership through time

At least 5 of the 95 managers whose filings are on file listed ACLS in Q2 2026, against 1 in Q1 2017. 1 manager more than in Q1 2026: 1 started a position; 1 listed it again; 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Maverick Capital Ltd$498k

Largest increases, by shares

Maverick Capital Ltdnew: 2,630 shares+$498k

Largest decreases, by shares

Balyasny Asset Management LLC1,364,540 to 616,196 shares-$142m
First Eagle Investment Management LLC100,551 to 71,925 shares-$5.4m
Winton Group Ltd14,151 to 8,620 shares-$1.0m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Fidelity (FMR LLC)	Q2 2026	$782m	$782m
Balyasny Asset Management LLC	Q1 2026	$127m	$117m
First Eagle Investment Management LLC	Q2 2022	$14m	$14m
Winton Group Ltd	Q4 2020	$5.0m	$1.6m
Maverick Capital Ltd	Q4 2021	$782k	$498k
Wellington Management Group LLP	Q1 2023	$121m	last listed Q1 2023
Arrowstreet Capital LP	Q2 2022	$113m	last listed Q1 2024
Whale Rock Capital Management LLC	Q1 2023	$87m	last listed Q3 2023
Voloridge Investment Management LLC	Q4 2023	$38m	last listed Q4 2025
Man Group PLC	Q1 2023	$28m	last listed Q2 2024
ExodusPoint Capital Management LP	Q4 2023	$10m	last listed Q3 2024
Holocene Advisors LP	Q1 2024	$8.9m	last listed Q1 2026
Acadian Asset Management LLC	Q3 2020	$8.8m	last listed Q3 2022
PDT Partners LLC	Q1 2017	$5.8m	last listed Q1 2023
Bridgewater Associates LP	Q2 2024	$4.2m	last listed Q2 2024

What ACLS is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around ACLS →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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