Position
Fidelity in Axcelis Technologies Inc
Back to the book · All holders of ACLS
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $234.3M$93.08 → $189.45
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 610.6K | $49.1M | — | — | — | 0.0% |
| Q1 2026 | 2.43M | $226.3M | $93.08 | $7.78M | $169.5M | 0.0% |
| Q2 2026 | 4.13M | $781.7M | $189.45 | $234.3M | $321.1M | 0.0% |