QSM Asset Management Ltd ACLS — AXCELIS TECHNOLOGIES INC

Ownership history in QSM Asset Management Ltd  ·  5 quarters on record

AI Ownership Summary

QSM Asset Management Ltd reported AXCELIS TECHNOLOGIES INC (ACLS) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 3.89% in 2025 Q2. The latest visible filing shows ACLS at 0.13% 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.

What this ACLS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was QSM Asset Management Ltd's position in AXCELIS TECHNOLOGIES INC, 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 Q2

ACLS was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.89% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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 QSM Asset Management Ltd fund profile QSM Asset Management Ltd full holdings
How QSM Asset Management Ltd 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,341 -50,230 -97.4% 0.13% $251K 2026-07-16 $139.34
2026 Q1 REDUCED — — — 51,571 -1,595 -3.0% 2.27% $4.6M 2026-04-15 $117.88
2025 Q4 UNCHANGED — — — 53,166 — 0% 2.44% $4.3M 2026-01-15 $96.50
2025 Q3 REDUCED 12.0% -16.2% ✅ 53,166 -7,250 -12.0% 3.69% $5.2M 2025-10-16 $83.62
2025 Q2 INITIATED — — — 60,416 — — 3.89% $4.2M 2025-07-15 $71.75

🏢 Other funds also holding ACLS

As of 2026 Q2 — sorted by position size

REINHART PARTNERS, LLC. 3Y 7Y 4.02% KERR FINANCIAL PLANNING Corp 0.47% ISTHMUS PARTNERS, LLC 3Y 7Y 0.43% Unique Wealth Strategies, LLC 0.22% Capstone Capital Management Ltd 0.19% Net Worth Advisory Group 0.14% Tactive Advisors, LLC 0.1% Central Pacific Bank - Trust Division 0.07% Linden Thomas Advisory Services, LLC 3Y 0.06% Perkins Coie Trust Co 3Y 7Y 0.04%

FAQ About QSM Asset Management Ltd and ACLS

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

How long has QSM Asset Management Ltd reported owning ACLS?

QSM Asset Management Ltd reported ACLS across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported ACLS position in QSM Asset Management Ltd's portfolio?

The largest reported portfolio weight for ACLS was 3.89% in 2025 Q2.

What is the latest reported ACLS position on this page?

The most recent filing on this page is 2026 Q2, when QSM Asset Management Ltd reported 1,341 shares, equal to 0.13% of portfolio, with an estimated market value of $251K.

What does the chart on this ACLS ownership page compare?

The chart compares QSM Asset Management Ltd'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 QSM Asset Management Ltd time their ACLS position?

Based on 13F filing dates vs. subsequent ACLS price moves, QSM Asset Management Ltd correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on ACLS relative to SPY over the holding period was +59.0%.

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