Position in AXTI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$62,486,317
+$60,855,503 QoQ
Shares Held
1,096,636
+999.5% QoQ
Ownership
1.68%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.3582191356111.ToString("F0")%
Shared 0.ToString("F0")%
None 0.641780864388913.ToString("F0")%
Common Shares in AXTI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026UBS Group AG holds $4,739,268,866 across 29 Semiconductor Equipment & Materials names. AXTI ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
6,526,433 | $1,394,437,668 | |
| 2 | AMAT |
Applied Materials Inc /De
|
3,215,855 | $1,099,147,075 | |
| 3 | ASML |
Asml Holding NV
|
772,237 | $1,019,993,794 | |
| 4 | TER |
Teradyne, Inc
|
1,109,977 | $329,063,778 | |
| 5 | ENTG |
Entegris Inc
|
1,889,135 | $221,482,186 | |
| 6 | Q |
Qnity Electronics, Inc.
|
838,369 | $96,731,014 | |
| 7 | ONTO |
Onto Innovation Inc.
|
439,435 | $90,114,935 | |
| 8 | KLAC |
Kla Corp
|
551,710 | $81,234,329 |
All Filings in AXTI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,486,317 | 1,096,636 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,630,814 | 99,744 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $371,595 | 82,761 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $299,394 | 143,251 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $301,525 | 213,848 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $985,665 | 454,224 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $147,309 | 60,872 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $205,591 | 60,826 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $57,281 | 12,480 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $24,136 | 10,057 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $26,726 | 11,136 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $54,877 | 15,953 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $111,988 | 28,138 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $94,611 | 21,601 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $146,817 | 21,913 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $55,165 | 9,414 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $136,622 | 19,462 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $277,505 | 31,499 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $136,378 | 16,372 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $890,961 | 81,144 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $514,403 | 44,117 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $189,926 | 19,846 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $5,905 | 965 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $65,940 | 13,853 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $72,199 | 22,492 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||