Axt (AXTI)Hood River Capital Management LLC opened a new position $32.9M

2.01M

Shares reported

0.36%

Disclosed portfolio weight

$32.9M

Reported value

Holdings as of

Dec 31, 2025

Filed

Feb 17, 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. Dec 29, 2025Company filing · Form 8-K · Material agreement, Other newsSigned an important agreement, and reported other company news
2. Jan 8, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
3. Jan 26, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On January 26, 2026, the Board re-evaluated Mr. LeBlanc’s independence under the Nasdaq Listing Rules, and determined that Mr. LeBlanc is now independent under the Nasdaq Listing Rules.”

What came next

1. Feb 19, 2026Company filing · Form 8-K · ResultsReported its results
2. Apr 20, 2026Company filing · Form 8-K · ResultsReported its results
3. Apr 20, 2026Company filing · Form 8-K · Material agreement, Other newsSigned an important agreement, and reported other company news
4. Apr 30, 2026Company filing · Form 8-K · ResultsReported its results
5. Jun 4, 2026Company filing · Form 8-K · Shareholder rights, Bylaws or charterChanged the rights of its shareholders, and changed its bylaws, charter or fiscal year (and 1 more item)
6. Jun 11, 2026Company filing · Form 8-K · Material agreementSigned an important agreement

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 14, 2026
• 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

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