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Jeremy Grantham's Axcelis Technologies, Inc. (ACLS) position

Yes: as of Q1 2026, Jeremy Grantham holds 335K shares of ACLS worth $31M (0.1% of the disclosed portfolio). Last quarter the position was increased by 3.7%. First disclosed Q1 2022.
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Current value
$31M
Shares held
335K
% of portfolio
0.1%
Est. average buy price (i)
$99.61
Quarter-end price
$93.08

Estimated trade prices

Average price in quarters with purchases
$96.50
Average prices in quarters with sales
  • Q4 2025: $83.73 (121K shares sold)
  • Q2 2025: $57.05 (137K shares sold)
  • Q1 2025: $63.23 (185K shares sold)
  • Q3 2023: $175.88 (11K shares sold)
  • Q2 2023: $143.96 (6K shares sold)
  • Q4 2022: $70.45 (71K shares sold)

ACLS price vs Grantham's position

1Y 3Y 5Y MAX
Dates
$30$100$150$20020222023202420252026New position of 28K shares · Q1 2022. Average closing price $68.31 · Price range $57.30–$82.5328KsharespurchasedAdded 46K shares (163.1%) · Q2 2022. Average closing price $57.95 · Price range $51.63–$72.3046KsharespurchasedAdded 94K shares (128.6%) · Q3 2022. Average closing price $64.60 · Price range $47.95–$81.7394KsharespurchasedSold 71K shares (42.1%) · Q4 2022. Average closing price $70.45 · Price range $50.79–$86.5271KsharessoldAdded 39K shares (40.4%) · Q1 2023. Average closing price $117.49 · Price range $78.20–$133.4539KsharespurchasedSold 6K shares (4.3%) · Q2 2023. Average closing price $143.96 · Price range $113.54–$183.336KsharessoldSold 11K shares (8.2%) · Q3 2023. Average closing price $175.88 · Price range $154.04–$200.4811KsharessoldAdded 23K shares (19.3%) · Q4 2023. Average closing price $137.83 · Price range $122.02–$167.6523KsharespurchasedAdded 132K shares (92.6%) · Q1 2024. Average closing price $119.16 · Price range $107.61–$140.11132KsharespurchasedAdded 6K shares (2.0%) · Q2 2024. Average closing price $115.29 · Price range $94.79–$142.196KsharespurchasedAdded 215K shares (76.5%) · Q3 2024. Average closing price $116.95 · Price range $96.98–$155.02215KsharespurchasedAdded 268K shares (54.1%) · Q4 2024. Average closing price $83.05 · Price range $69.18–$105.10268KsharespurchasedSold 185K shares (24.2%) · Q1 2025. Average closing price $63.23 · Price range $49.67–$74.45185KsharessoldSold 137K shares (23.7%) · Q2 2025. Average closing price $57.05 · Price range $42.42–$70.92137KsharessoldAdded 2K shares (0.4%) · Q3 2025. Average closing price $80.54 · Price range $67.69–$100.442KsharespurchasedSold 121K shares (27.3%) · Q4 2025. Average closing price $83.73 · Price range $74.12–$94.76121KsharessoldAdded 12K shares (3.7%) · Q1 2026. Average closing price $88.53 · Price range $78.79–$100.8512Ksharespurchased
Average closing price · filing quarter
$88.53
Price range · filing quarter
$78.79 – $100.85
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +12K +$1.1M +3.7% 335K May 14, 2026
Q4 2025 Reduced −121K −$10M −27.3% 323K Feb 17, 2026
Q3 2025 Added +2K +$145K +0.4% 444K Nov 13, 2025
Q2 2025 Reduced −137K −$7.8M −23.7% 442K Aug 13, 2025
Q1 2025 Reduced −185K −$12M −24.2% 579K May 14, 2025
Q4 2024 Added +268K +$22M +54.1% 764K Feb 13, 2025
Q3 2024 Added +215K +$25M +76.5% 496K Nov 13, 2024
Q2 2024 Added +6K +$643K +2.0% 281K Aug 13, 2024
Q1 2024 Added +132K +$16M +92.6% 275K May 14, 2024
Q4 2023 Added +23K +$3.2M +19.3% 143K Feb 13, 2024
Q3 2023 Reduced −11K −$1.9M −8.2% 120K Nov 13, 2023
Q2 2023 Reduced −6K −$834K −4.3% 131K Aug 14, 2023
Q1 2023 Added +39K +$4.6M +40.4% 136K May 12, 2023
Q4 2022 Reduced −71K −$5.0M −42.1% 97K Feb 13, 2023
Q3 2022 Added +94K +$6.1M +128.6% 168K Nov 10, 2022
Q2 2022 Added +46K +$2.6M +163.1% 73K Aug 12, 2022
Q1 2022 New +28K +$1.9M – 28K May 13, 2022
Data through Q1 2026 · filed May 14, 2026
17 grouped rows from 17 quarters

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Common questions

Does Jeremy Grantham own ACLS?

Yes. As of Q1 2026, Jeremy Grantham disclosed 335K shares of ACLS, worth $31M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy ACLS?

Jeremy Grantham first disclosed a ACLS position in Q1 2022; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell ACLS?

The quarter-by-quarter table above shows each sale and reduction Jeremy Grantham disclosed in ACLS. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of ACLS does Jeremy Grantham own?

Jeremy Grantham disclosed 335K shares of ACLS as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for ACLS?

Jeremy Grantham's estimated average buy price for ACLS is $99.61, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.