ARDSLEY ADVISORY PARTNERS LP

Position in AXTI — Axt Inc

CIK 900529 Norwalk, CT

Back to AXTI Full portfolio

Position in AXTI

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,225,360

+$1,022,730 QoQ

Shares Held

17,000

-26.1% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

of 14 holders

Holding Since

Dec 2021

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AXTI Over Time

Shares Held

Position Value (USD)

Derivatives in AXTI

reported options exposure · as of Jun 30, 2026

CallValue

$576,640

CallShares

8,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

ARDSLEY ADVISORY PARTNERS LP holds $29,401,922 across 6 Semiconductor Equipment & Materials names. AXTI ranks #6 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc.	31,500	$11,921,175
2	CAMT	Camtek Ltd	37,000	$6,035,440
3	LRCX	Lam Research Corp	10,000	$4,333,300
4	COHU	Cohu Inc	41,700	$3,082,047
5	VECO	Veeco Instruments Inc	37,000	$2,804,600
6	AXTI	Axt Inc This page	17,000	$1,225,360

All Filings in AXTI

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$576,640	8,000	-52.9%	Call	Sole	2026-07-13
2026-06-30	$1,225,360	17,000	-26.1%	Shares	Sole	2026-07-13
2021-12-31	$202,630	23,000	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.