AXT INC (AXTI) Stock
5 of the hedge funds AlphaScala tracks reported AXTI in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is D.E. Shaw's at $162.19M. Company insiders reported 0 open-market buys and 2 sales on SEC Form 4 in the 90 days to Oct 21, 2026.
Which hedge funds own AXTI?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| D.E. Shaw David Shaw | 2.25M | $162.19M | +190% |
| Citadel Ken Griffin | 1.48M | $106.77M | +160% |
| Millennium Management Israel Englander | 854K | $61.58M | +16% |
| Marshall Wace | 100K | $7.23M | -17% |
| Renaissance Technologies Jim Simons (founder) | 84K | $6.08M | NEW |
13F holdings as of Jun 30, 2026
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SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 26 | Leblanc Leonard J | Director | SELL | 4.0K | $384K |
| Aug 7, 26 | Leblanc Leonard J | Director | SELL | 2.0K | $177K |
| Jun 10, 26 | Leblanc Leonard J | Director | SELL | 500 | $45K |
SEC Form 4 filings as of Oct 21, 2026
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Powered by TradingViewWhat does AXT INC do?
AXT, Inc. designs, develops, manufactures, and distributes high-performance compound and single-element semiconductor substrates, specialized materials essential for advanced electronic and optoelectronic applications. The company primarily produces Indium Phosphide, Gallium Arsenide, and Germanium wafers that outperform traditional silicon in high-speed, high-power, and optical applications. AXT serves telecommunications, data centers, consumer electronics, and healthcare industries, where its substrates enable critical technologies including 5G communications, artificial intelligence infrastructure, and silicon photonics for data center connectivity. Operating with a vertically integrated business model, AXT controls raw material sourcing through subsidiary operations in China, providing cost and supply chain advantages. Headquartered in Fremont, California, and founded in 1986, the company positions itself as a foundational material partner for next-generation computing and connectivity applications where standard semiconductor solutions are insufficient.