Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  Axcelis Technologies, Inc. (ACLS)
← All ACLS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 100,551 0.02 Reduce 26.24% <0.01 $75.31–101.35 · VW $88.57i $9,359,287 SEC
2025   Q4 136,318 0.02 Add 4.57% <0.01 $73.60–98.35 · VW $84.25i $10,951,788 SEC
2025   Q3 130,358 0.02 Add 78.57% <0.01 $65.64–102.93 · VW $80.24i $12,728,155 SEC
2025   Q2 73,000 <0.01 Buy <0.01 $40.40–73.57 · VW $56.23i $5,087,370 SEC
2023   Q4 0 0.00 Sell 100.00% <0.01 $120.54–170.97 · VW $133.22i SEC
2023   Q3 7,278 <0.01 Reduce 11.22% <0.01 $152.71–201.00 · VW $180.96i $1,186,678 SEC
2023   Q2 8,198 <0.01 Reduce 70.08% <0.01 $105.28–186.68 · VW $148.93i $1,502,939 SEC
2023   Q1 27,398 0.01 Reduce 57.39% <0.01 $76.97–136.38 · VW $118.40i $3,650,784 SEC
2022   Q4 64,298 0.01 Reduce 1.46% <0.01 $49.78–88.73 · VW $70.75i $5,102,689 SEC
2022   Q3 65,248 0.01 Add 33.58% <0.01 $46.41–83.39 · VW $66.80i $3,951,000 SEC
2022   Q2 48,845 0.01 Buy 0.01 $50.69–77.20 · VW $59.41i $2,679,000 SEC
Price snapshot:
Current price$136.56
Avg. buy price$81.92
+/- since buy66.71%
52-week low$65.64
52-week high$193.78