Jeremy Grantham's ACLS Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 334,786 shares of Axcelis Technologies, Inc. (ACLS) worth $31.16 M, representing 0.08% of the portfolio. First purchased in 2019-Q2, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ACLS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 268,098 shares. Largest reduction occurred in Q1 2025, reducing 184,682 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Axcelis Technologies (ACLS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Axcelis Technologies (ACLS) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +11,937 | Add 3.70% | 334,786 | $93.08 |
| Q4 2025 | -121,014 | Reduce 27.26% | 322,849 | $80.34 |
| Q3 2025 | +1,798 | Add 0.41% | 443,863 | $97.64 |
| Q2 2025 | -137,322 | Reduce 23.70% | 442,065 | $69.69 |
| Q1 2025 | -184,682 | Reduce 24.17% | 579,387 | $49.67 |
| Q4 2024 | +268,098 | Add 54.06% | 764,069 | $69.87 |
| Q3 2024 | +214,987 | Add 76.51% | 495,971 | $104.85 |
| Q2 2024 | +5,578 | Add 2.03% | 280,984 | $142.19 |
| Q1 2024 | +132,415 | Add 92.60% | 275,406 | $111.52 |
| Q4 2023 | +23,162 | Add 19.33% | 142,991 | $129.69 |
| Q3 2023 | -10,677 | Reduce 8.18% | 119,829 | $163.05 |
| Q2 2023 | -5,794 | Reduce 4.25% | 130,506 | $183.33 |
| Q1 2023 | +39,216 | Add 40.39% | 136,300 | $133.25 |
| Q4 2022 | -70,704 | Reduce 42.14% | 97,084 | $79.36 |
| Q3 2022 | +94,388 | Add 128.59% | 167,788 | $60.56 |
| Q2 2022 | +45,500 | Add 163.08% | 73,400 | $54.84 |
| Q1 2022 | +27,900 | New Buy | 27,900 | $75.52 |
| Q4 2020 | -19,000 | Sold Out | 0 | $0.00 |
| Q3 2020 | -35,100 | Reduce 64.88% | 19,000 | $22.00 |
| Q2 2020 | -7,100 | Reduce 11.60% | 54,100 | $27.86 |
| Q1 2020 | +21,300 | Add 53.38% | 61,200 | $18.32 |
| Q4 2019 | +3,700 | Add 10.22% | 39,900 | $24.09 |
| Q3 2019 | -10,000 | Reduce 21.65% | 36,200 | $17.10 |
| Q2 2019 | +46,200 | New Buy | 46,200 | $15.04 |
Jeremy Grantham's Axcelis Technologies Investment FAQs
Jeremy Grantham first purchased Axcelis Technologies, Inc. (ACLS) in Q2 2019, acquiring 46,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Axcelis Technologies, Inc. (ACLS) for 24 quarters since Q2 2019.
Jeremy Grantham's largest addition to Axcelis Technologies, Inc. (ACLS) was in Q4 2024, adding 764,069 shares worth $53.39 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 334,786 shares of Axcelis Technologies, Inc. (ACLS), valued at approximately $31.16 M.
As of the Q1 2026 filing, Axcelis Technologies, Inc. (ACLS) represents approximately 0.08% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Axcelis Technologies, Inc. (ACLS) was 764,069 shares, as reported at the end of Q4 2024.