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AXTI position history

The shares of Axt (AXTI) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q4: 22,215 shares, $363K, <0.01% of portfolio, New
  2. 2026 Q1: 49,368 shares, $2.8M, 0.02% of portfolio, Add +122.2%
  3. 2026 Q2: 52,707 shares, $3.8M, 0.03% of portfolio, Add +6.8%
Holdings date Value % of holdings Shares Filing date All 13F holders