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
3.15%
of shares outstanding
% of Portfolio
11.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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, 2026E20 Capital Ltd holds $164,443,397 across 6 Semiconductor Equipment & Materials names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
64,978 | $46,979,094 | |
| 2 | KLAC |
Kla Corp
|
154,980 | $46,759,015 | |
| 3 | LRCX |
Lam Research Corp
|
51,894 | $22,487,227 | |
| 4 | ONTO |
Onto Innovation Inc.
|
56,220 | $21,276,459 | |
| 5 | ENTG |
Entegris Inc
|
109,365 | $19,670,388 | |
| 6 | Q |
Qnity Electronics, Inc.
|
44,524 | $7,271,214 |
All Filings in AXTI
Export CSV
2 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 | |
| No filing history on record for this holder in this stock. | ||||||