Cynosure Group, LLC

Position in AXTI — Axt Inc

CIK 1763409 Salt Lake City, UT

Position in AXTI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$377,626

New position

Shares Held

5,239

first reported quarter

Ownership

0.008%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#166

of 255 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 43% Shared 57% None 0%

Technology · as of Jun 30, 2026

Cynosure Group, LLC holds $3,941,594 across 5 Semiconductor Equipment & Materials names. AXTI ranks #5 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	2,637	$1,142,689
2	AMAT	Applied Materials Inc /De	1,275	$921,825
3	UCTT	Ultra Clean Holdings, Inc.	5,353	$763,283
4	KLAC	Kla Corp	2,440	$736,171
5	AXTI	Axt Inc This page	5,239	$377,626

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$377,626	5,239	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.