AXT, Inc.
DE ˙ DB ˙ US00246W1036
97,60 € ↑6,62 (7,28%)
2026-06-03
DEL PRIS
SecurityDE:AHV / AXT, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,443,634 shares
Latest Disclosed Value $ 82,258,264
Morgan Stanley reports 62.09% increase in ownership of AHV / AXT, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 1,443,634 shares of AXT, Inc. (DE:AHV) valued at $65,310,002 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 890,629 shares of AXT, Inc.. This represents a change in shares of 62.09% during the quarter. The current value of the position is $140,898,678 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AXT COM 00246W103 1,443,634 553,005 62.09 82,258 464.92 0.0050
2026-05-27 2025-12-31 13F/A-1 AXT COM 00246W103 890,629 274,730 44.61 14,562 426.62 0.0009
2026-02-13 2025-12-31 13F AXT COM 00246W103 890,629 274,730 14,562 0.0009
2026-05-27 2025-09-30 13F/A-1 AXT COM 00246W103 615,899 -13,882 -2.20 2,765 110.11 0.0002
2025-11-14 2025-09-30 13F AXT COM 00246W103 615,899 -13,882 2,765 0.0002
2025-08-15 2025-06-30 13F AXT COM 00246W103 629,781 89,660 16.60 1,316 72.93 0.0001
2025-05-15 2025-03-31 13F AXT COM 00246W103 540,121 22,133 4.27 762 -32.30 0.0001
2025-05-15 2024-12-31 13F/A-1 AXT COM 00246W103 517,988 62,218 13.65 1,124 2.00 0.0001
2025-02-14 2024-12-31 13F AXT COM 00246W103 517,988 62,218 1,124 0.0001
2025-05-14 2024-09-30 13F/A-2 AXT COM 00246W103 455,770 -427,854 -48.42 1,103 -63.09 0.0001
2025-02-14 2024-09-30 13F/A-1 AXT COM 00246W103 455,770 -427,854 1,103 0.0001
2024-11-14 2024-09-30 13F AXT COM 00246W103 455,770 -427,854 1,103 0.0000
2025-05-14 2024-06-30 13F/A-2 AXT COM 00246W103 883,624 434,162 96.60 2,987 44.74 0.0002
2024-10-17 2024-06-30 13F/A-1 AXT COM 00246W103 883,624 434,162 2,987 0.0002
2024-08-14 2024-06-30 13F AXT COM 00246W103 883,624 434,162 2,987 0.0002
2024-10-17 2024-03-31 13F/A-2 AXT COM 00246W103 449,462 301,861 204.51 2,063 482.77 0.0002
2024-08-16 2024-03-31 13F/A-1 AXT COM 00246W103 449,462 301,861 2,063 0.0000
2024-05-15 2024-03-31 13F AXT COM 00246W103 449,462 301,861 2,063 0.0002
2024-08-16 2023-12-31 13F/A-1 AXT COM 00246W103 147,601 -10,780 -6.81 354 -6.84 0.0000
2024-02-13 2023-12-31 13F AXT COM 00246W103 147,601 -10,780 354 0.0000
2023-11-15 2023-09-30 13F AXT COM 00246W103 158,381 -84,420 -34.77 380 -54.49 0.0000
2023-08-14 2023-06-30 13F AXT COM 00246W103 242,801 -3,057 -1.24 835 -14.62 0.0001
2023-05-15 2023-03-31 13F AXT COM 00246W103 245,858 -44,871 -15.43 979 -23.17 0.0001
2023-02-14 2022-12-31 13F AXT COM 00246W103 290,729 -135,195 -31.74 1,273 -55.38 0.0001
2022-11-14 2022-09-30 13F AXT COM 00246W103 425,924 32,730 8.32 2,853 23.77 0.0004
2022-10-27 2022-06-30 13F/A-1 AXT COM 00246W103 393,194 29,845 8.21 2,305 -9.61 0.0003
2022-08-15 2022-06-30 13F AXT COM 00246W103 393,194 29,845 2,305 0.0003
2022-10-27 2022-03-31 13F/A-1 AXT COM 00246W103 363,349 7,735 2.18 2,550 -18.63 0.0003
2022-05-13 2022-03-31 13F AXT COM 00246W103 363,349 7,735 2,550 0.0003
2022-02-14 2021-12-31 13F AXT COM 00246W103 355,614 5,436 1.55 3,134 7.44 0.0004
2021-11-15 2021-09-30 13F AXT COM 00246W103 350,178 43,210 14.08 2,917 -13.47 0.0004
2021-08-23 2021-06-30 13F/A-1 AXT COM 00246W103 306,968 -18,103 -5.57 3,371 -11.06 0.0004
2021-08-16 2021-06-30 13F AXT COM 00246W103 306,968 -18,103 3,371 0.0001
2021-05-17 2021-03-31 13F AXT COM 00246W103 325,071 51,762 18.94 3,790 44.93 0.0006
2021-02-16 2020-12-31 13F AXT COM 00246W103 273,309 104,322 61.73 2,615 152.90 0.0004
2020-11-13 2020-09-30 13F AXT COM 00246W103 168,987 -252,088 -59.87 1,034 -48.40 0.0002
2020-08-14 2020-06-30 13F AXT COM 00246W103 421,075 305,714 265.01 2,004 440.16 0.0004
2020-05-26 2020-03-31 13F/A-1 AXT COM 00246W103 115,361 -545,217 -82.54 371 -87.09 0.0001
2020-05-15 2020-03-31 13F AXT COM 00246W103 115,361 -545,217 371 28.5005
2020-02-14 2019-12-31 13F AXT COM 00246W103 660,578 616,535 1,399.85 2,874 1,730.57 0.0007
2019-11-14 2019-09-30 13F AXT COM 00246W103 44,043 27,831 171.67 157 145.31 0.0000
2019-08-14 2019-06-30 13F AXT COM 00246W103 16,212 -10,587 -39.51 64 -46.22 0.0000
2019-05-15 2019-03-31 13F AXT COM 00246W103 26,799 -54,025 -66.84 119 -66.10 0.0000
2019-02-14 2018-12-31 13F AXT COM 00246W103 80,824 -148,283 -64.72 351 -78.57 0.0001
2019-04-23 2018-09-30 13F/A-2 AXT COM 00246W103 229,107 2,825 1.25 1,638 2.63 0.0004
2018-11-20 2018-09-30 13F/A-1 AXT COM 00246W103 229,107 0 1,638 0.0004
2018-11-14 2018-09-30 13F AXT COM 00246W103 229,107 2,825 1,638
2019-04-23 2018-06-30 13F/A-1 AXT COM 00246W103 226,282 71,039 45.76 1,596 41.74 0.0004
2018-08-14 2018-06-30 13F AXT COM 00246W103 226,282 71,039 1,596
2019-04-23 2018-03-31 13F/A-1 AXT COM 00246W103 155,243 -18,214 -10.50 1,126 -25.43 0.0003
2018-05-14 2018-03-31 13F AXT COM 00246W103 155,243 -18,214 1,126
2019-04-23 2017-12-31 13F/A-1 AXT COM 00246W103 173,457 31,131 21.87 1,510 15.98 0.0004
2018-02-14 2017-12-31 13F AXT COM 00246W103 173,457 31,131 1,510
2017-11-14 2017-09-30 13F AXT COM 00246W103 142,326 -6,489 -4.36 1,302 37.78 0.0004
2017-08-11 2017-06-30 13F AXT COM 00246W103 148,815 -53,654 -26.50 945 -19.57 0.0003
2017-05-22 2017-03-31 13F/A-1 AXT COM 00246W103 202,469 123,768 157.26 1,175 211.67 0.0004
2017-05-12 2017-03-31 13F AXT COM 00246W103 202,469 1,175
2017-02-22 2016-12-31 13F/A-1 AXT COM 00246W103 78,701 13,418 20.55 377 11.21 0.0001
2017-02-13 2016-12-31 13F AXT COM 00246W103 78,701 377
2016-11-10 2016-09-30 13F AXT COM 00246W103 65,283 36,542 127.14 339 268.48 0.0001
2016-08-12 2016-06-30 13F AXT COM 00246W103 28,741 27,193 1,756.65 92 2,200.00 0.0000
2016-05-12 2016-03-31 13F AXT COM 00246W103 1,548 -7,612 -83.10 4 -82.61 0.0000
2016-02-09 2015-12-31 13F AXT COM 00246W103 9,160 7,061 336.40 23 475.00 0.0000
2016-02-08 2015-09-30 13F/A-1 AXT COM 00246W103 2,099 -12,711 -85.83 4 -89.47 0.0000
2015-11-09 2015-09-30 13F AXT COM 00246W103 2,099 4
2015-08-12 2015-06-30 13F AXT COM 00246W103 14,810 13,610 1,134.17 38 850.00 0.0000
2015-05-14 2015-03-31 13F AXT COM 00246W103 1,200 -2,708 -69.29 4 -63.64 0.0000
2015-02-13 2014-12-31 13F AXT COM 00246W103 3,908 -89,658 -95.82 11 -95.18 0.0000
2014-12-16 2014-09-30 13F/A-1 AXT COM 00246W103 93,566 1,847 2.01 228 16.33 0.0001
2014-11-14 2014-09-30 13F AXT COM 00246W103 93,566 228
2014-08-12 2014-06-30 13F AXT COM 00246W103 91,719 89 0.10 196 -2.49 0.0003
2014-05-13 2014-03-31 13F AXT COM 00246W103 91,630 -7,513 -7.58 201 -22.39 0.0001
2014-02-13 2013-12-31 13F AXT COM 00246W103 99,143 2,832 2.94 259 15.11 0.0001
2013-11-13 2013-09-30 13F AXT INC COM ST COM 00246W103 96,311 -81,872 -45.95 225 -53.12 0.0001
2013-08-08 2013-06-30 13F AXT INC COM ST COM 00246W103 178,183 178,183 480 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.