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Equibles

Point72 Asset Management, L.P.

Position in AXTI — Axt Inc

CIK 1603466 STAMFORD, CT
Back to AXTI Full portfolio

Position in AXTI

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$0
-$245,014 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
6 quarters on record

Common Shares in AXTI Over Time

Shares Held

Position Value (USD)

Derivatives in AXTI

reported options exposure · as of Jun 30, 2026
CallValue
$62,536,608
CallShares
867,600
PutValue
$11,165,192
PutShares
154,900

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, 2026

Point72 Asset Management, L.P. holds $2,669,370,437 across 16 Semiconductor Equipment & Materials names.

# Ticker Company Shares Value (USD) Open
1 ASML
Asml Holding NV
 554,661 $1,103,464,724
2 AMAT
Applied Materials Inc /De
 599,984 $433,788,432
3 ONTO
Onto Innovation Inc.
 972,161 $367,914,330
4 TER
Teradyne, Inc
 458,710 $221,942,246
5 AMKR
Amkor Technology, Inc.
 2,477,326 $213,619,820
6 KLIC
Kulicke & Soffa Industries Inc
 1,342,415 $179,561,430
7 Q
Qnity Electronics, Inc.
 334,145 $54,569,219
8 COHU
Cohu Inc
 653,112 $48,271,507

All Filings in AXTI

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $62,536,608 867,600
2026-06-30 $11,165,192 154,900
2026-03-31 $16,814,798 295,100
2026-03-31 $37,014,208 649,600
2026-03-31 $245,014 4,300
2025-12-31 $24,789,150 1,516,156
2024-12-31 $628,021 289,411
2023-09-30 $31,096 12,957
2023-06-30 $18,180 5,285