Which hedge funds own AXTI? AXT INC, Q2 2026 13F holders
39 tracked hedge funds disclosed a position in AXTI (AXT INC) in their Q2 2026 13F filings, worth $524.8m in total. The largest holder by portfolio weight is Maytree Asset Management Ltd at 3.5% of its book. 23 opened a new position this quarter: Scalar Gauge Management, LLC, KADENSA CAPITAL Ltd, Aristides Capital LLC, Tairen Capital Ltd. 28 exited: Ariose Capital Management Ltd, Monolith Management Ltd, Q Fund Management (Hong Kong) Ltd.
- 39
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 23
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 28
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $99.0m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $276m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $525m
- Combined value Sum of the holders' reported positions in the security.
- 3.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
Ownership over time
Who discovered AXTI first? Beta
The run: Q1 2025 → Q3 2026, ×55
| Maytree Asset Management Ltd high conviction | Q4 2025 | – | +21.6 pts |
| Monolith Management Ltd high conviction | Q4 2025 | – | +8.7 pts |
| Persistent Asset Partners Ltd high conviction | Q1 2026 | – | +6.0 pts |
| CloudAlpha Capital Management Limited/Hong Kong | Q4 2025 | – | +5.1 pts |
| Arosa Capital Management LP | Q1 2026 | – | +2.9 pts |
| Cooper Creek Partners Management LLC | Q4 2019 | – | +0.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.