Davidson Kempner Capital Management’s AXT Inc AXTI Stock Holding History

Davidson Kempner Capital Management’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 Q1	–	Sell	-2,734,693	Closed	-$44.7M	–	239
2025 Q4	$44.7M	Buy	+2,734,693	New	+$26.4M	0.52%	46

Other funds holding AXTI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

E20 Capital Hong Kong $1.24B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Anther Capital Hong Kong $3.91B AUM

EFM

E Fund Management Guangzhou, China $4.46B AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Davidson Kempner Capital Management's AXTI Position: Q1 2026 in Review

Davidson Kempner Capital Management sold out of AXT Inc (AXTI) in Q1 2026, closing a stake of 2,734,693 shares — an estimated $44.7M sold.

Davidson Kempner Capital Management first reported a position in AXTI in Q4 2025 and held it in 1 quarter. The position peaked at $44.7M in Q4 2025. 193 funds tracked by Wall St. Rank hold AXTI as of Q1 2026.

Davidson Kempner Capital Management reported no remaining AXT Inc position as of Q1 2026 after selling out during the quarter.
Davidson Kempner Capital Management sold 2,734,693 AXT Inc shares in Q1 2026, an estimated $44.7M.
Davidson Kempner Capital Management first reported a position in AXT Inc in Q4 2025 and held it in 1 quarter.
Davidson Kempner Capital Management's AXT Inc position peaked at $44.7M in Q4 2025.
193 funds tracked by Wall St. Rank held AXT Inc as of Q1 2026.

Based on Davidson Kempner Capital Management's 13F filing for Q1 2026, filed 15 May 2026.