MORGAN STANLEY

Position in AXTI — Axt Inc

CIK 895421 NEW YORK, NY

Position in AXTI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$82,258,260

+$67,696,478 QoQ

Shares Held

1,443,634

+62.1% QoQ

Ownership

2.21%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98.4142102499664.ToString("F0")% Shared 0.ToString("F0")% None 1.585789750033596.ToString("F0")%

Technology · as of Mar 31, 2026

MORGAN STANLEY holds $12,836,157,880 across 29 Semiconductor Equipment & Materials names. AXTI ranks #10 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	18,971,122	$4,053,369,917
2	AMAT	Applied Materials Inc /De	11,843,881	$4,048,120,075
3	ASML	Asml Holding NV	1,785,366	$2,358,164,961
4	TER	Teradyne, Inc	2,172,070	$643,931,864
5	Q	Qnity Electronics, Inc.	3,168,681	$365,602,407
6	KLAC	Kla Corp	1,773,150	$261,080,371
7	ENTG	Entegris Inc	1,930,013	$226,274,717
8	FORM	Formfactor Inc	1,308,918	$126,951,951

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$82,258,260	1,443,634	+62.1%	Shares	Defined	2026-05-15
2025-12-31	$14,561,782	890,629	+44.6%	Shares	Defined	2026-05-27
2025-09-30	$2,765,384	615,899	-2.2%	Shares	Defined	2026-05-27
2025-06-30	$1,316,242	629,781	+16.6%	Shares	Defined	2025-08-15
2025-03-31	$761,568	540,121	+4.3%	Shares	Defined	2025-05-15
2024-12-31	$1,124,032	517,988	+13.7%	Shares	Defined	2025-05-15
2024-09-30	$1,102,961	455,770	-48.4%	Shares	Defined	2025-05-14
2024-06-30	$2,986,646	883,624	+96.6%	Shares	Defined	2025-05-14
2024-03-31	$2,063,028	449,462	+204.5%	Shares	Defined	2024-10-17
2023-12-31	$354,240	147,601	-6.8%	Shares	Defined	2024-08-16
2023-09-30	$380,112	158,381	-34.8%	Shares	Defined	2023-11-15
2023-06-30	$835,232	242,801	-1.2%	Shares	Defined	2023-08-14
2023-03-31	$978,510	245,858	-15.4%	Shares	Defined	2023-05-15
2022-12-31	$1,273,389	290,729	-31.7%	Shares	Defined	2023-02-14
2022-09-30	$2,853,687	425,924	+8.3%	Shares	Defined	2022-11-14
2022-06-30	$2,304,113	393,194	+8.2%	Shares	Defined	2022-10-27
2022-03-31	$2,550,708	363,349	+2.2%	Shares	Defined	2022-10-27
2021-12-31	$3,132,957	355,614	+1.6%	Shares	Defined	2022-02-14
2021-09-30	$2,916,980	350,178	+14.1%	Shares	Defined	2021-11-15
2021-06-30	$3,370,506	306,968	-5.6%	Shares	Defined	2021-08-23
2021-03-31	$3,790,326	325,071	+18.9%	Shares	Defined	2021-05-17
2020-12-31	$2,615,566	273,309	+61.7%	Shares	Defined	2021-02-16
2020-09-30	$1,034,200	168,987	-59.9%	Shares	Defined	2020-11-13
2020-06-30	$2,004,315	421,075	+265.0%	Shares	Defined	2020-08-14
2020-03-31	$370,308	115,361	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.