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Equibles

MORGAN STANLEY

Position in AXTI — Axt Inc

CIK 895421 NEW YORK, NY
Back to AXTI Full portfolio

Position in AXTI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$44,111,083
-$38,147,177 QoQ
Shares Held
611,974
-57.6% QoQ
Ownership
0.933%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 257 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 90% Shared 0% None 10%

Common Shares in AXTI Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $29,892,744,265 across 29 Semiconductor Equipment & Materials names. AXTI ranks #21 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
 13,523,832 $9,777,730,536
2 LRCX
Lam Research Corp
 19,217,787 $8,327,643,631
3 KLAC
Kla Corp
 17,114,793 $5,163,704,186
4 ASML
Asml Holding NV
 1,788,291 $3,557,697,459
5 TER
Teradyne, Inc
 1,914,643 $926,380,861
6 Q
Qnity Electronics, Inc.
 3,367,542 $549,953,279
7 ENTG
Entegris Inc
 1,527,094 $274,663,118
8 ONTO
Onto Innovation Inc.
 488,517 $184,879,251

All Filings in AXTI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $44,111,083 611,974
2026-03-31 $82,258,260 1,443,634
2025-12-31 $14,561,782 890,629
2025-09-30 $2,765,384 615,899
2025-06-30 $1,316,242 629,781
2025-03-31 $761,568 540,121
2024-12-31 $1,124,032 517,988
2024-09-30 $1,102,961 455,770
2024-06-30 $2,986,646 883,624
2024-03-31 $2,063,028 449,462
2023-12-31 $354,240 147,601
2023-09-30 $380,112 158,381
2023-06-30 $835,232 242,801
2023-03-31 $978,510 245,858
2022-12-31 $1,273,389 290,729
2022-09-30 $2,853,687 425,924
2022-06-30 $2,304,113 393,194
2022-03-31 $2,550,708 363,349
2021-12-31 $3,132,957 355,614
2021-09-30 $2,916,980 350,178
2021-06-30 $3,370,506 306,968
2021-03-31 $3,790,326 325,071
2020-12-31 $2,615,566 273,309
2020-09-30 $1,034,200 168,987
2020-06-30 $2,004,315 421,075
2020-03-31 $370,308 115,361