Position in AXTI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,982,899
+$4,912,171 QoQ
Shares Held
105,000
+60.3% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 53.88857142857143.ToString("F0")%
Shared 46.11142857142857.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, 2026LMR Partners LLP holds $74,251,885 across 7 Semiconductor Equipment & Materials names. AXTI ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
78,550 | $26,847,603 | |
| 2 | LRCX |
Lam Research Corp
|
92,706 | $19,807,563 | |
| 3 | Q |
Qnity Electronics, Inc.
|
100,003 | $11,538,346 | |
| 4 | ENTG |
Entegris Inc
|
70,000 | $8,206,800 | |
| 5 | AXTI |
Axt Inc
This page
|
105,000 | $5,982,899 | |
| 6 | ASML |
Asml Holding NV
|
907 | $1,197,992 | |
| 7 | KLAC |
Kla Corp
|
4,555 | $670,682 |
All Filings in AXTI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,982,899 | 105,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,070,728 | 65,488 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $44,693 | 13,223 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $60,693 | 13,223 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||