Position in AXTI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$138,246,698
+$123,456,506 QoQ
Shares Held
2,426,232
+168.2% QoQ
Ownership
3.71%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AXTI Over Time
Shares Held
Position Value (USD)
Derivatives in AXTI
reported options exposure · as of Mar 31, 2026CallValue
$23,430,176
CallShares
411,200
PutValue
$41,299,104
PutShares
724,800
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 Mar 31, 2026JANE STREET GROUP, LLC holds $1,650,472,759 across 21 Semiconductor Equipment & Materials names. AXTI ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,192,278 | $407,508,696 | |
| 2 | ASML |
Asml Holding NV
|
254,217 | $335,777,438 | |
| 3 | Q |
Qnity Electronics, Inc.
|
1,742,261 | $201,022,073 | |
| 4 | LRCX |
Lam Research Corp
|
699,544 | $149,464,570 | |
| 5 | AXTI |
Axt Inc
This page
|
2,426,232 | $138,246,698 | |
| 6 | ONTO |
Onto Innovation Inc.
|
604,688 | $124,003,367 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
2,329,820 | $104,911,793 | |
| 8 | FORM |
Formfactor Inc
|
925,617 | $89,775,591 |
All Filings in AXTI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||