Position in AXTI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,759,548
New position
Shares Held
315,754
first reported quarter
Ownership
0.482%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#33
of 257 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 99%
Shared 0%
None 1%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NOMURA ASSET MANAGEMENT INTERNATIONAL INC. holds $1,892,096,338 across 17 Semiconductor Equipment & Materials names. AXTI ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,670,147 | $723,724,799 | |
| 2 | ASML |
Asml Holding NV
|
195,386 | $388,708,704 | |
| 3 | AMAT |
Applied Materials Inc /De
|
376,095 | $271,916,685 | |
| 4 | KLAC |
Kla Corp
|
422,444 | $127,455,579 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
624,028 | $88,980,152 | |
| 6 | TER |
Teradyne, Inc
|
131,572 | $63,659,796 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
464,990 | $52,209,077 | |
| 8 | Q |
Qnity Electronics, Inc.
|
264,160 | $43,139,969 |
All Filings in AXTI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,759,548 | 315,754 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||