Position in AXTI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,091,200
New position
Shares Held
140,000
first reported quarter
Ownership
0.214%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#44
of 255 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Tairen Capital Ltd holds $41,830,764 across 7 Semiconductor Equipment & Materials names. AXTI ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TER |
Teradyne, Inc
|
32,000 | $15,482,880 | |
| 2 | AXTI |
Axt Inc
This page
|
140,000 | $10,091,200 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
62,786 | $8,398,255 | |
| 4 | ONTO |
Onto Innovation Inc.
|
17,500 | $6,622,875 | |
| 5 | ASML |
Asml Holding NV
|
345 | $686,356 | |
| 6 | AMAT |
Applied Materials Inc /De
|
400 | $289,200 | |
| 7 | LRCX |
Lam Research Corp
|
600 | $259,998 |
All Filings in AXTI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,091,200 | 140,000 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||