TWO SIGMA INVESTMENTS, LP

Position in AXTI — Axt Inc

CIK 1179392 NEW YORK, NY

Position in AXTI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,709,398

-$4,770,545 QoQ

Shares Held

65,100

-87.4% QoQ

Ownership

0.100%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

TWO SIGMA INVESTMENTS, LP holds $1,761,838,446 across 27 Semiconductor Equipment & Materials names. AXTI ranks #19 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	378,950	$500,528,528
2	LRCX	Lam Research Corp	1,502,227	$320,965,820
3	TER	Teradyne, Inc	839,431	$248,857,714
4	Q	Qnity Electronics, Inc.	1,428,255	$164,792,061
5	AMAT	Applied Materials Inc /De	443,650	$151,635,133
6	ONTO	Onto Innovation Inc.	312,662	$64,117,596
7	AMKR	Amkor Technology, Inc.	1,213,894	$54,661,646
8	UCTT	Ultra Clean Holdings, Inc.	581,131	$36,134,725

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,709,398	65,100	-87.4%	Shares	Sole	2026-05-15
2025-12-31	$8,479,943	518,651	+271.0%	Shares	Sole	2026-02-17
2025-09-30	$627,737	139,808	-17.0%	Shares	Sole	2025-11-14
2025-06-30	$352,039	168,440	-35.9%	Shares	Sole	2025-08-14
2025-03-31	$370,521	262,781	-53.4%	Shares	Sole	2025-05-15
2024-12-31	$1,224,802	564,425	-17.7%	Shares	Sole	2025-02-14
2024-09-30	$1,660,388	686,111	-26.3%	Shares	Sole	2024-11-14
2024-06-30	$3,146,198	930,828	+18.0%	Shares	Sole	2024-08-14
2024-03-31	$3,620,950	788,878	+172.3%	Shares	Sole	2024-05-15
2023-12-31	$695,292	289,705	+29.1%	Shares	Sole	2024-02-14
2023-09-30	$538,752	224,480	+69.3%	Shares	Sole	2023-11-14
2023-06-30	$456,106	132,589	+306.6%	Shares	Sole	2023-08-14
2023-03-31	$129,775	32,607	-53.1%	Shares	Sole	2023-05-15
2022-12-31	$304,243	69,462	-55.4%	Shares	Sole	2023-02-14
2022-09-30	$1,043,592	155,760	+61.6%	Shares	Sole	2022-11-14
2022-06-30	$564,734	96,371	-22.3%	Shares	Sole	2022-08-15
2022-03-31	$870,887	124,058	+3.7%	Shares	Sole	2022-05-16
2021-12-31	$1,053,552	119,586	-43.7%	Shares	Sole	2022-02-14
2021-09-30	$1,767,959	212,240	+17.9%	Shares	Sole	2021-11-15
2021-06-30	$1,977,157	180,069	-33.3%	Shares	Sole	2021-08-16
2021-03-31	$3,145,891	269,802	+47.6%	Shares	Sole	2021-05-17
2020-12-31	$1,749,692	182,831	+433.1%	Shares	Sole	2021-02-16
2020-09-30	$209,885	34,295	-77.2%	Shares	Sole	2020-11-16
2020-06-30	$716,037	150,428	+67.0%	Shares	Sole	2020-08-14
2020-03-31	$289,204	90,095	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.