Position in AXTI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,912,285
+$9,192,933 QoQ
Shares Held
384,561
-66.8% QoQ
Ownership
0.588%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
3 quarters on record
Voting authority
Sole 77.32713405675563.ToString("F0")%
Shared 0.ToString("F0")%
None 22.672865943244375.ToString("F0")%
Common Shares in AXTI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Driehaus Capital Management LLC holds $329,793,926 across 11 Semiconductor Equipment & Materials names. AXTI ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UCTT |
Ultra Clean Holdings, Inc.
|
1,062,376 | $66,058,539 | |
| 2 | ONTO |
Onto Innovation Inc.
|
320,534 | $65,731,907 | |
| 3 | TER |
Teradyne, Inc
|
184,765 | $54,775,431 | |
| 4 | CAMT |
Camtek Ltd
|
332,148 | $50,356,958 | |
| 5 | AXTI |
Axt Inc
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|
384,561 | $21,912,285 | |
| 6 | NVMI |
Nova Ltd.
|
45,513 | $19,765,385 | |
| 7 | Q |
Qnity Electronics, Inc.
|
160,495 | $18,517,913 | |
| 8 | COHU |
Cohu Inc
|
538,531 | $16,489,819 |
All Filings in AXTI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,912,285 | 384,561 | Shares | Sole | 2026-05-15 | |
| 2021-06-30 | $12,719,352 | 1,158,411 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,844,769 | 587,030 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||