Position in AXTI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,859,707
+$3,719,691 QoQ
Shares Held
120,388
-37.3% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AXTI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026MARSHALL WACE, LLP holds $1,069,427,689 across 28 Semiconductor Equipment & Materials names. AXTI ranks #15 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,118,292 | $382,221,022 | |
| 2 | ASML |
Asml Holding NV
|
220,573 | $291,339,434 | |
| 3 | ONTO |
Onto Innovation Inc.
|
483,070 | $99,063,163 | |
| 4 | ENTG |
Entegris Inc
|
402,113 | $47,143,727 | |
| 5 | Q |
Qnity Electronics, Inc.
|
340,353 | $39,269,928 | |
| 6 | TER |
Teradyne, Inc
|
131,000 | $38,836,260 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
688,822 | $32,105,992 | |
| 8 | LRCX |
Lam Research Corp
|
118,891 | $25,402,250 |
All Filings in AXTI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,859,707 | 120,388 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,140,016 | 192,050 | Shares | Other | 2026-02-13 | |
| 2025-03-31 | $98,962 | 70,186 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $98,632 | 45,453 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $287,641 | 118,860 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $78,084 | 23,102 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $339,581 | 73,983 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $85,682 | 35,701 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $134,872 | 56,197 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $62,673 | 18,219 | Shares | Other | 2023-08-14 | |
| 2022-06-30 | $389,584 | 66,482 | Shares | Other | 2022-08-15 | |
| 2021-09-30 | $141,443 | 16,980 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||