What smart money is saying about Axcelis
ACLS
No fund has written a full thesis on Axcelis in our archive, but 1 fund letter reports a position in it — most recently Middle Coast Investing in June 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Axcelis on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“Relevant portfolio stocks: Everus Construction Group (ECG) , Broadcom (AVGO) , TD Synnex (SNX) , Ingram Micro (INGM) , Taiwan Semiconductor (TSM) , CDW Corp (CDW) , Axcelis (ACLS) , Nvidia (NVDA) .”
Axcelis
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