Position in AXTI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,042,542
+$1,181,695 QoQ
Shares Held
111,578
-7.3% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#50
of 257 holders
Holding Since
Dec 2025
3 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, 2026Gotham Asset Management, LLC holds $539,524,978 across 18 Semiconductor Equipment & Materials names. AXTI ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
276,730 | $119,915,410 | |
| 2 | AMAT |
Applied Materials Inc /De
|
135,167 | $97,725,741 | |
| 3 | KLAC |
Kla Corp
|
293,586 | $88,577,832 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
816,161 | $70,377,563 | |
| 5 | TER |
Teradyne, Inc
|
108,040 | $52,274,073 | |
| 6 | ONTO |
Onto Innovation Inc.
|
127,420 | $48,222,099 | |
| 7 | Q |
Qnity Electronics, Inc.
|
222,505 | $36,337,291 | |
| 8 | AXTI |
Axt Inc
This page
|
111,578 | $8,042,542 |
All Filings in AXTI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,042,542 | 111,578 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,860,847 | 120,408 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,040,742 | 63,654 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||