Position in AXTI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$254,234,448
+$115,987,750 QoQ
Shares Held
3,527,115
+45.4% QoQ
Ownership
5.38%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3
of 255 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXTI Over Time
Shares Held
Position Value (USD)
Derivatives in AXTI
reported options exposure · as of Jun 30, 2026CallValue
$61,628,400
CallShares
855,000
PutValue
$81,745,928
PutShares
1,134,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026JANE STREET GROUP, LLC holds $2,249,113,515 across 23 Semiconductor Equipment & Materials names. AXTI ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,118,602 | $484,723,803 | |
| 2 | Q |
Qnity Electronics, Inc.
|
2,508,359 | $409,640,108 | |
| 3 | AXTI |
Axt Inc
This page
|
3,527,115 | $254,234,448 | |
| 4 | AMAT |
Applied Materials Inc /De
|
348,550 | $252,001,650 | |
| 5 | TER |
Teradyne, Inc
|
518,639 | $250,938,293 | |
| 6 | FORM |
Formfactor Inc
|
1,309,873 | $209,487,988 | |
| 7 | CAMT |
Camtek Ltd
|
895,030 | $145,997,293 | |
| 8 | AEHR |
Aehr Test Systems
|
753,523 | $72,383,418 |
All Filings in AXTI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,234,448 | 3,527,115 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $61,628,400 | 855,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $81,745,928 | 1,134,100 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $315,862,849 | 4,382,115 | Shares | Sole | 2026-08-12 | |
| 2026-04-23 | $359,922,397 | 4,781,751 | Shares | Sole | 2026-04-29 | |
| 2026-03-31 | $41,299,104 | 724,800 | Put | Defined | 2026-05-12 | |
| 2026-03-31 | $138,246,698 | 2,426,232 | Shares | Defined | 2026-05-12 | |
| 2026-03-31 | $23,430,176 | 411,200 | Call | Defined | 2026-05-12 | |
| 2025-12-31 | $14,790,192 | 904,599 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $287,130 | 63,949 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $30,305 | 14,500 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $45,665 | 32,387 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $60,277 | 27,778 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $142,601 | 42,190 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $630,293 | 137,319 | Shares | Defined | 2024-05-16 | |
| 2023-12-31 | $65,352 | 27,230 | Shares | Defined | 2024-02-15 | |
| 2023-06-30 | $125,040 | 36,349 | Shares | Defined | 2023-08-14 | |
| 2022-09-30 | $93,210 | 13,912 | Shares | Defined | 2022-11-15 | |
| 2021-09-30 | $435,392 | 52,268 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $273,786 | 24,935 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $182,082 | 15,616 | Shares | Defined | 2021-05-18 | |
| 2020-06-30 | $49,256 | 10,348 | Shares | Defined | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||