David Shaw’s AXT Inc AXTI Stock Holding History

David Shaw’s Portfolio AXTI Stock Details AXTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.8M	Buy	219,700 +84,700	+63%	+$7.63M	0.01%	1464
2026 Q1	$7.69M	Buy	+135,000	New	+$4.48M	﹤0.01%	1835

Other funds holding AXTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

David Shaw's AXTI Position: Q2 2026 in Review

David Shaw increased its AXT Inc (AXTI) stake by 190% in Q2 2026, buying an estimated $133M and bringing the position to 2,250,085 shares worth $162M. The position accounts for 0.08% of the portfolio, ranked #271.

David Shaw first reported a position in AXTI in Q1 2017 and has held it in 21 quarters since. 255 funds tracked by Wall St. Rank hold AXTI as of Q2 2026.

David Shaw held 2,250,085 shares of AXT Inc worth $162M as of Q2 2026.
David Shaw bought 1,473,829 AXT Inc shares in Q2 2026, an estimated $133M.
AXT Inc made up 0.08% of David Shaw's portfolio in Q2 2026, its #271 holding.
David Shaw first reported a position in AXT Inc in Q1 2017 and has held it in 21 quarters since.
255 funds tracked by Wall St. Rank held AXT Inc as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.