Position in AXTI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,848,300
New position
Shares Held
330,788
first reported quarter
Ownership
0.506%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Rokos Capital Management LLP holds $160,735,490 across 6 Semiconductor Equipment & Materials names. AXTI ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
259,921 | $55,534,720 | |
| 2 | AMAT |
Applied Materials Inc /De
|
135,093 | $46,173,436 | |
| 3 | TER |
Teradyne, Inc
|
102,970 | $30,526,486 | |
| 4 | AXTI |
Axt Inc
This page
|
330,788 | $18,848,300 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
142,698 | $6,425,690 | |
| 6 | VECO |
Veeco Instruments Inc
|
95,300 | $3,226,858 |
All Filings in AXTI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,848,300 | 330,788 | Shares | Other | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||