Eagle Bay Advisors LLC ACLS — AXCELIS TECHNOLOGIES INC COM NEW

Ownership history in Eagle Bay Advisors LLC  ·  20 quarters on record

AI Ownership Summary

Eagle Bay Advisors LLC reported AXCELIS TECHNOLOGIES INC COM NEW (ACLS) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.88% in 2025 Q3. The latest visible filing shows ACLS at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ACLS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Eagle Bay Advisors LLC's position in AXCELIS TECHNOLOGIES INC COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ACLS was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ACLS stock page Eagle Bay Advisors LLC fund profile Eagle Bay Advisors LLC full holdings
How Eagle Bay Advisors LLC held ACLS — position size vs. price
% of Fund (quarterly)    ACLS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 6,200 +3,000 +93.8% 0.51% $577K 2026-04-24 $143.13
2025 Q4 REDUCED 72.2% +15.9% ❌ 3,200 -8,295 -72.2% 0.19% $257K 2026-01-23 $91.12
2025 Q3 ADDED — — — 11,495 +4,010 +53.6% 0.88% $1.1M 2025-10-17 $82.88
2025 Q2 REDUCED — — — 7,485 -100 -1.3% 0.43% $522K 2025-07-11 $74.86
2025 Q1 ADDED — — — 7,585 +275 +3.8% 0.32% $377K 2025-05-05 $52.09
2024 Q4 UNCHANGED — — — 7,310 — 0% 0.32% $511K 2025-01-13 $68.77
2024 Q3 UNCHANGED — — — 7,310 — 0% 0.29% $766K 2024-10-22 $90.40
2024 Q2 UNCHANGED — — — 7,310 — 0% 0.63% $1.0M 2024-07-26 $123.55
2024 Q1 ADDED — — — 7,310 +125 +1.7% 0.51% $815K 2024-05-08 $111.46
2023 Q4 UNCHANGED — — — 7,185 — 0% 0.59% $932K 2024-02-08 $122.25
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ACLS

As of 2026 Q1 — sorted by position size

REINHART PARTNERS, LLC. 3Y 7Y 4.44% QSM Asset Management Ltd 2.27% Penbrook Management LLC 3Y 7Y 0.85% KERR FINANCIAL PLANNING Corp 0.35% HARBOR CAPITAL ADVISORS, INC. 3Y 0.32% Boston Trust Walden Corp 3Y 7Y 0.29% WEALTH EFFECTS LLC 3Y 0.12% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.09% Abel Hall, LLC 0.05% Perkins Coie Trust Co 3Y 7Y 0.05%

FAQ About Eagle Bay Advisors LLC and ACLS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Eagle Bay Advisors LLC reported owning ACLS?

Eagle Bay Advisors LLC reported ACLS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ACLS position in Eagle Bay Advisors LLC's portfolio?

The largest reported portfolio weight for ACLS was 0.88% in 2025 Q3.

What is the latest reported ACLS position on this page?

The most recent filing on this page is 2026 Q1, when Eagle Bay Advisors LLC reported 6,200 shares, equal to 0.51% of portfolio, with an estimated market value of $577K.

What does the chart on this ACLS ownership page compare?

The chart compares Eagle Bay Advisors LLC's quarterly ACLS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Eagle Bay Advisors LLC time their ACLS position?

Based on 13F filing dates vs. subsequent ACLS price moves, Eagle Bay Advisors LLC correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on ACLS relative to SPY over the holding period was +17.4%.

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