Position in AXTI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,044,511
-$5,540,496 QoQ
Shares Held
14,491
-87.5% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#127
of 257 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXTI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Polymer Capital Management (HK) LTD holds $78,762,903 across 9 Semiconductor Equipment & Materials names. AXTI ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
61,986 | $44,815,878 | |
| 2 | LRCX |
Lam Research Corp
|
29,776 | $12,902,834 | |
| 3 | ASML |
Asml Holding NV
|
2,362 | $4,699,057 | |
| 4 | ENTG |
Entegris Inc
|
24,105 | $4,335,525 | |
| 5 | ONTO |
Onto Innovation Inc.
|
11,400 | $4,314,330 | |
| 6 | FORM |
Formfactor Inc
|
25,000 | $3,998,250 | |
| 7 | TER |
Teradyne, Inc
|
4,815 | $2,329,689 | |
| 8 | AXTI |
Axt Inc
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|
14,491 | $1,044,511 |
All Filings in AXTI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044,511 | 14,491 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,585,007 | 115,567 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||