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Equibles

TWO SIGMA INVESTMENTS, LP

Position in AXTI — Axt Inc

CIK 1179392 NEW YORK, NY
Back to AXTI Full portfolio

Position in AXTI

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$28,668,522
+$24,959,124 QoQ
Shares Held
397,732
+511.0% QoQ
Ownership
0.607%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#25
of 257 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AXTI Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $2,573,468,005 across 27 Semiconductor Equipment & Materials names. AXTI ranks #14 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ASML
Asml Holding NV
 461,505 $918,136,461
2 Q
Qnity Electronics, Inc.
 1,731,805 $282,821,074
3 ONTO
Onto Innovation Inc.
 632,976 $239,549,767
4 TER
Teradyne, Inc
 469,082 $226,960,634
5 AEHR
Aehr Test Systems
 1,164,614 $111,872,820
6 ENTG
Entegris Inc
 551,105 $99,121,745
7 LRCX
Lam Research Corp
 225,152 $97,565,116
8 AMKR
Amkor Technology, Inc.
 1,069,101 $92,188,579

All Filings in AXTI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $28,668,522 397,732
2026-03-31 $3,709,398 65,100
2025-12-31 $8,479,943 518,651
2025-09-30 $627,737 139,808
2025-06-30 $352,039 168,440
2025-03-31 $370,521 262,781
2024-12-31 $1,224,802 564,425
2024-09-30 $1,660,388 686,111
2024-06-30 $3,146,198 930,828
2024-03-31 $3,620,950 788,878
2023-12-31 $695,292 289,705
2023-09-30 $538,752 224,480
2023-06-30 $456,106 132,589
2023-03-31 $129,775 32,607
2022-12-31 $304,243 69,462
2022-09-30 $1,043,592 155,760
2022-06-30 $564,734 96,371
2022-03-31 $870,887 124,058
2021-12-31 $1,053,552 119,586
2021-09-30 $1,767,959 212,240
2021-06-30 $1,977,157 180,069
2021-03-31 $3,145,891 269,802
2020-12-31 $1,749,692 182,831
2020-09-30 $209,885 34,295
2020-06-30 $716,037 150,428
2020-03-31 $289,204 90,095