Position in AXTI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$59,073,595
+$5,883,051 QoQ
Shares Held
819,556
-12.2% QoQ
Ownership
1.25%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 257 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 97%
Shared 1%
None 2%
Common Shares in AXTI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $22,453,598,293 across 28 Semiconductor Equipment & Materials names. AXTI ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
8,904,389 | $6,437,873,247 | |
| 2 | KLAC |
Kla Corp
|
20,065,542 | $6,053,974,673 | |
| 3 | LRCX |
Lam Research Corp
|
12,724,387 | $5,513,858,617 | |
| 4 | ASML |
Asml Holding NV
|
840,939 | $1,672,997,599 | |
| 5 | TER |
Teradyne, Inc
|
1,989,985 | $962,834,340 | |
| 6 | ENTG |
Entegris Inc
|
1,897,023 | $341,198,556 | |
| 7 | Q |
Qnity Electronics, Inc.
|
2,076,950 | $339,186,702 | |
| 8 | NVMI |
Nova Ltd.
|
418,594 | $227,271,424 |
All Filings in AXTI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,073,595 | 819,556 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $53,190,544 | 933,495 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,404,869 | 269,411 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $382,107 | 85,102 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $133,866 | 64,051 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $45,495 | 32,266 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $106,996 | 49,307 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $55,606 | 22,978 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $117,296 | 34,703 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,398,237 | 304,627 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $290,803 | 84,536 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $226,899 | 57,010 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $393,652 | 89,875 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $1,257,516 | 187,689 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $627,365 | 107,059 | Shares | Defined | 2022-08-18 | |
| 2022-03-31 | $372,144 | 53,012 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $665,947 | 75,590 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $394,842 | 47,400 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $940,755 | 85,679 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,078,595 | 92,504 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $614,585 | 64,220 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,110,063 | 181,383 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $311,807 | 65,506 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $190,798 | 59,439 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||