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# Who owns AXT INC (AXTI)? Elite investor 13F holders

6 tracked elite investors reported holding AXT INC as of 2026-06-30, including D.E. Shaw, Gotham Asset Management, Renaissance Technologies LLC, Polen Capital Management, Tudor Investment. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.

6 tracked investors currently reported holding · Latest report period: 2026-06-30 · Information Technology · Semiconductors & Semiconductor Equipment

AXT, Inc. designs, develops, manufactures, and distributes compound and single element semiconductor substrates. The company provides indium phosphide for use in data center connectivity using light/lasers, high-speed data transfer in data centers, 5G communications, fiber optic lasers and detectors, consumer devices, passive optical networks, silicon photonics, photonic integrated circuits,…

## Reported holders and securities, including exits (up to 20)

| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|  --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [D.E. Shaw](https://ownershiptrace.com/13f/investors/98) | AXT Inc. | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 162186127.00 USD | 2250085.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1009207/0001104659-26-097217-index.html) |
| [Gotham Asset Management](https://ownershiptrace.com/13f/investors/94672) | AXT Inc. | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 8042542.00 USD | 111578.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1510387/0001398344-26-014644-index.html) |
| [Renaissance Technologies LLC](https://ownershiptrace.com/13f/investors/63) | AXT Inc. | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 6076344.00 USD | 84300.000000 | Shares | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1037389/0001037389-26-000059-index.html) |
| [Polen Capital Management](https://ownershiptrace.com/13f/investors/61) | AXT Inc. | SHARE | 2026-06-30 | 2026-08-04 00:00:00 | 3799121.00 USD | 52707.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1034524/0001172661-26-003035-index.html) |
| [Tudor Investment](https://ownershiptrace.com/13f/investors/94675) | AXT Inc. | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 2738319.00 USD | 37990.000000 | Shares | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/923093/0000902664-26-003485-index.html) |
| [Oasis Management](https://ownershiptrace.com/13f/investors/141) | AXT Inc. | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 360400.00 USD | 5000.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |

Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.

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