Polymer Capital Management (HK) LTD

Position in AXTI — Axt Inc

CIK 1970465 HONG KONG, K3

Position in AXTI

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$6,585,007

New position

Shares Held

115,567

first reported quarter

Ownership

0.177%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Polymer Capital Management (HK) LTD holds $9,833,848 across 5 Semiconductor Equipment & Materials names. AXTI ranks #1 (67.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXTI	Axt Inc This page	115,567	$6,585,007
2	FORM	Formfactor Inc	11,900	$1,154,181
3	AMAT	Applied Materials Inc /De	3,356	$1,147,047
4	TER	Teradyne, Inc	1,939	$574,835
5	DQ	Daqo New Energy Corp.	17,526	$372,778

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,585,007	115,567	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.