LMR Partners’s AXT Inc AXTI Stock Holding History

LMR Partners’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	–	Sell	-105,000	Closed	-$5.98M	–	1517
2026 Q1	$5.98M	Buy	105,000 +39,512	+60%	+$1.31M	0.01%	578
2025 Q4	$1.07M	Buy	+65,488	New	+$633K	﹤0.01%	969
2024 Q3	–	Sell	-13,223	Closed	-$44.7K	–	1292
2024 Q2	$44.7K	Hold	13,223	–	–	﹤0.01%	935
2024 Q1	$60.7K	Buy	+13,223	New	+$44.9K	﹤0.01%	971

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

LMR Partners's AXTI Position: Q2 2026 in Review

LMR Partners sold out of AXT Inc (AXTI) in Q2 2026, closing a stake of 105,000 shares — an estimated $5.98M sold.

LMR Partners first reported a position in AXTI in Q1 2024 and held it in 4 quarters. The position peaked at $5.98M in Q1 2026. 257 funds tracked by Wall St. Rank hold AXTI as of Q2 2026.

LMR Partners reported no remaining AXT Inc position as of Q2 2026 after selling out during the quarter.
LMR Partners sold 105,000 AXT Inc shares in Q2 2026, an estimated $5.98M.
LMR Partners first reported a position in AXT Inc in Q1 2024 and held it in 4 quarters.
LMR Partners's AXT Inc position peaked at $5.98M in Q1 2026.
257 funds tracked by Wall St. Rank held AXT Inc as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.