Position in AXTI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,832,526
+$6,942,892 QoQ
Shares Held
155,011
+34.1% QoQ
Ownership
0.237%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
7 quarters on record
Voting authority
Sole 52.16726554889654.ToString("F0")%
Shared 0.ToString("F0")%
None 47.83273445110347.ToString("F0")%
Common Shares in AXTI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Informed Momentum Co LLC holds $33,488,962 across 9 Semiconductor Equipment & Materials names. AXTI ranks #1 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXTI |
Axt Inc
This page
|
155,011 | $8,832,526 | |
| 2 | FORM |
Formfactor Inc
|
73,580 | $7,136,524 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
68,520 | $4,503,134 | |
| 4 | CAMT |
Camtek Ltd
|
26,969 | $4,088,770 | |
| 5 | ICHR |
Ichor Holdings, Ltd.
|
59,232 | $2,760,803 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
41,803 | $2,599,310 | |
| 7 | ACMR |
ACM Research, Inc.
|
43,874 | $1,726,441 | |
| 8 | INTT |
Intest Corp
|
71,324 | $973,572 |
All Filings in AXTI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,832,526 | 155,011 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,889,634 | 115,574 | Shares | Sole | 2026-02-12 | |
| 2024-03-31 | $920,272 | 200,495 | Shares | Sole | 2024-05-13 | |
| 2022-09-30 | $1,663,697 | 248,313 | Shares | Sole | 2022-11-14 | |
| 2021-03-31 | $2,982,977 | 255,830 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,883,326 | 301,288 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $1,563,955 | 328,562 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||