Position in AXTI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,843,300
+$3,535,300 QoQ
Shares Held
85,000
+6.2% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
3.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Arosa Capital Management LP holds $6,710,200 across 2 Semiconductor Equipment & Materials names. AXTI ranks #1 (72.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXTI |
Axt Inc
This page
|
85,000 | $4,843,300 | |
| 2 | ATOM |
Atomera Inc
|
490,000 | $1,866,900 |
All Filings in AXTI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,843,300 | 85,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,308,000 | 80,000 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||