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Polymer Capital Management (HK)’s AXT Inc AXTI Stock Holding History

Polymer Capital Management (HK)’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 		$1.04M Sell
14,491
-101,076
-87% -$9.1M 0.05% 112
2026
Q1 		$6.59M Buy
+115,567
New +$3.83M 0.57% 30

Other funds holding AXTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Polymer Capital Management (HK)'s AXTI Position: Q2 2026 in Review

Polymer Capital Management (HK) reduced its AXT Inc (AXTI) stake by 87% in Q2 2026, selling an estimated $9.1M and leaving 14,491 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #112.

Polymer Capital Management (HK) first reported a position in AXTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.59M in Q1 2026. 257 funds tracked by Wall St. Rank hold AXTI as of Q2 2026.

  • Polymer Capital Management (HK) held 14,491 shares of AXT Inc worth $1.04M as of Q2 2026.
  • Polymer Capital Management (HK) sold 101,076 AXT Inc shares in Q2 2026, an estimated $9.1M.
  • AXT Inc made up 0.05% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #112 holding.
  • Polymer Capital Management (HK) first reported a position in AXT Inc in Q1 2026 and has held it in 2 quarters since.
  • Polymer Capital Management (HK)'s AXT Inc position peaked at $6.59M in Q1 2026.
  • 257 funds tracked by Wall St. Rank held AXT Inc as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.