Position in AXTI
as of Mar 31, 2026
· filed May 20, 2026
Position Value
$117,865,979
+$68,124,685 QoQ
Shares Held
2,068,550
-32.0% QoQ
Ownership
3.16%
of shares outstanding
% of Portfolio
11.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026E20 Capital Ltd holds $153,185,215 across 3 Semiconductor Equipment & Materials names. AXTI ranks #1 (76.9% of the industry book) .
All Filings in AXTI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,865,979 | 2,068,550 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $49,741,294 | 3,042,281 | Shares | Sole | 2026-05-20 | |
| 2025-11-21 | $23,099,731 | 2,586,756 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||