Position in AXTI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,090,980
+$9,100,032 QoQ
Shares Held
299,947
-38.6% QoQ
Ownership
0.458%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026Qube Research & Technologies Ltd holds $1,222,904,608 across 18 Semiconductor Equipment & Materials names. AXTI ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TER |
Teradyne, Inc
|
925,766 | $274,452,588 | |
| 2 | AMAT |
Applied Materials Inc /De
|
796,497 | $272,234,709 | |
| 3 | ASML |
Asml Holding NV
|
204,382 | $269,953,877 | |
| 4 | LRCX |
Lam Research Corp
|
900,455 | $192,391,215 | |
| 5 | Q |
Qnity Electronics, Inc.
|
510,749 | $58,930,219 | |
| 6 | ACMR |
ACM Research, Inc.
|
724,405 | $28,505,336 | |
| 7 | PLAB |
Photronics Inc
|
548,065 | $22,147,306 | |
| 8 | CAMT |
Camtek Ltd
|
137,420 | $20,834,246 |
All Filings in AXTI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,090,980 | 299,947 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,990,948 | 488,743 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $924,140 | 205,822 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $307,815 | 147,280 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $208,087 | 147,580 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $319,380 | 147,180 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $356,659 | 147,380 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $498,143 | 147,380 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $824,827 | 179,701 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,785 | 744 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $15,703 | 6,543 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $282,334 | 82,074 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||