Position in AXTI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$72,235,044
+$72,126,896 QoQ
Shares Held
1,002,151
+52700.4% QoQ
Ownership
1.53%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#15
of 255 holders
Holding Since
Mar 2020
11 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, 2026SG Americas Securities, LLC holds $4,402,644,001 across 24 Semiconductor Equipment & Materials names. AXTI ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
2,767,054 | $2,000,580,042 | |
| 2 | LRCX |
Lam Research Corp
|
3,105,123 | $1,345,542,949 | |
| 3 | KLAC |
Kla Corp
|
1,951,359 | $588,744,523 | |
| 4 | ASML |
Asml Holding NV
|
65,101 | $129,514,526 | |
| 5 | ENTG |
Entegris Inc
|
629,524 | $113,226,186 | |
| 6 | AXTI |
Axt Inc
This page
|
1,002,151 | $72,235,044 | |
| 7 | Q |
Qnity Electronics, Inc.
|
312,825 | $51,087,450 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
439,855 | $37,928,696 |
All Filings in AXTI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,235,044 | 1,002,151 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $108,148 | 1,898 | Shares | Sole | 2026-04-16 | |
| 2024-03-31 | $51,665 | 11,256 | Shares | Sole | 2024-05-06 | |
| 2023-03-31 | $59,711 | 15,003 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $62,506 | 14,271 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $90,865 | 13,562 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $83,698 | 14,283 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $91,324 | 10,366 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $199,545 | 23,955 | Shares | Sole | 2021-11-01 | |
| 2020-06-30 | $106,176 | 22,306 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $42,343 | 13,191 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||