Axt (AXTI)Hood River Capital Management LLC exited its position 527K shares

527K

Prior-quarter shares · no longer reported

Holdings as of

Jun 30, 2026

Filed

Aug 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jun 11, 2026Company filing · Form 8-K · Material agreementSigned an important agreement
2. Jun 17, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On June 17, 2026, the Board of Directors (the “Board”) of AXT, Inc. (the “Company”) increased the number of directors on the Board from four (4) to five (5). Immediately thereafter, the Board elected Tracy Liu to the Board as a Class II Director and independent director, effective immediately.”
3. Jun 26, 2026Company filing · Form 8-K · Material agreementSigned an important agreement
4. Jul 8, 2026Company filing · Form 8-K · Debt acceleratedHad a debt or obligation accelerated“On June 26, 2026, Beijing Tongmei Xtal Technology Co., Ltd. (“Tongmei”), a majority controlled subsidiary of AXT, Inc. (the “Company”), notified the Shanghai Stock Exchange that it was withdrawing its application for an initial public offering (“IPO”) on the exchange’s STAR Market (the “STAR Market”), and o n July 8, 2026 the Shanghai Stock Exchange published the acceptance of the withdrawal.”
5. Jul 16, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On July 16, 2026, the Board of Directors (the “Board”) of AXT, Inc. (the “Company”) increased the number of directors on the Board from five (5) to six (6). Immediately thereafter, the Board elected Jia-Bin Duh to the Board as a Class III Director and independent director, effective immediately.”
6. Jul 26, 2026Company filing · Form 8-K · Material agreementSigned an important agreement
7. Jul 26, 2026Company filing · Form 8-K · Shareholder rights, Bylaws or charterChanged the rights of its shareholders, and changed its bylaws, charter or fiscal year
8. Jul 30, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. Oct 5, 20265% stakeBlackRock, Inc. reported a passive stake (13G) of 14.3%

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Axt

For Axt, OQRO holds 3 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its AXTI page.

How this filing works

• SEC Form 13F

Other disclosures at Axt

• SEC Form 13F-HRAug 11, 2026
• SEC Form 13F-HRAug 7, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRMay 7, 2026
• SEC Form 13F-HRApr 13, 2026
• SEC Form 13F-HRFeb 17, 2026

Everything OQRO holds on this company is on its AXTI page.