SBI Securities Co., Ltd. AXTI — AXT Inc

Ownership history in SBI Securities Co., Ltd.  ·  8 quarters on record

AI Ownership Summary

SBI Securities Co., Ltd. reported AXT Inc (AXTI) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.12% in 2026 Q3. The latest visible filing shows AXTI at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AXTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SBI Securities Co., Ltd.'s position in AXT Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

AXTI was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AXTI stock page SBI Securities Co., Ltd. fund profile SBI Securities Co., Ltd. full holdings
How SBI Securities Co., Ltd. held AXTI — position size vs. price
% of Fund (quarterly)    AXTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 68,264 +64,729 +1831.1% 0.12% $5.3M 2026-10-22 $51.91
2026 Q2 ADDED — — — 3,535 +1,309 +58.8% 0.01% $255K 2026-07-23 $52.93
2026 Q1 ADDED — — — 2,226 +1,843 +481.2% 0.00% $127K 2026-05-15 (Est.) $123.78
2025 Q4 REDUCED — — — 383 -3 -0.8% 0.00% $6K 2026-02-14 (Est.) $24.24
2025 Q3 REDUCED 40.0% +224.9% ❌ 386 -257 -40.0% 0.00% $2K 2025-11-05 $9.10
2025 Q2 REDUCED 31.5% +134.0% ❌ 643 -296 -31.5% 0.00% $1K 2025-08-08 $2.14
2025 Q1 ADDED — — — 939 +79 +9.2% 0.00% $1K 2025-05-02 $1.39
2024 Q4 INITIATED — — — 860 — — 0.00% $2K 2025-02-06 $2.18

🏢 Other funds also holding AXTI

As of 2026 Q3 — sorted by position size

Capstone Capital Management Ltd 2.37% SHARIAPORTFOLIO, INC. 3Y 0.82% Atlas Brown,Inc. 3Y 7Y 0.51% TEMA ETFS LLC 0.43% Dupree Financial Group, LLC 0.4% FNY Investment Advisers, LLC 3Y 7Y 0.36% Arcadia Wealth Management, LLC 3Y 0.1% GRIFFIN ASSET MANAGEMENT, INC. 3Y 7Y 0.07% Louisiana State Employees Retirement System 3Y 7Y 0.03% Reyes Financial Architecture, Inc. 0.03%

FAQ About SBI Securities Co., Ltd. and AXTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has SBI Securities Co., Ltd. reported owning AXTI?

SBI Securities Co., Ltd. reported AXTI across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported AXTI position in SBI Securities Co., Ltd.'s portfolio?

The largest reported portfolio weight for AXTI was 0.12% in 2026 Q3.

What is the latest reported AXTI position on this page?

The most recent filing on this page is 2026 Q3, when SBI Securities Co., Ltd. reported 68,264 shares, equal to 0.12% of portfolio, with an estimated market value of $5.3M.

What does the chart on this AXTI ownership page compare?

The chart compares SBI Securities Co., Ltd.'s quarterly AXTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SBI Securities Co., Ltd. time their AXTI position?

Based on 13F filing dates vs. subsequent AXTI price moves, SBI Securities Co., Ltd. correctly timed 1 out of 7 reported position changes (14%). The annualised alpha on AXTI relative to SPY over the holding period was +451.7%.

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