David M. Polen
Polen Capital Management
Polen Capital Management AXT Inc stake
total: 588
Polen Capital Management AXTI trades
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 2
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 52,707 AXT Inc (AXTI) shares with a market value of roughly $3.80M accounting for 0.03% of the overall portfolio. To date, the estimated cost basis is nearly $40.81 for "buy" trades. Polen Capital Management first purchased AXTI in 2025 Q4, initially acquiring 22,215 shares. Since the initial investment in AXT Inc (AXTI), Polen Capital Management has made 2 more transactions.
When did Polen Capital Management buy AXT Inc (AXTI)?
Polen Capital Management first invested in AXT Inc (AXTI) in 2025 Q4 at the reported quarter-end price of $16.35 per share.
What's the cost basis of Polen Capital Management's AXTI stake?
The estimated cost basis for AXT Inc (AXTI) stake is around $40.81 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $40.81
Polen Capital Management's historical trades in AXT Inc
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.03%
|
52,707
|
$72.08
|
$3,799,121
|
+6.76% (+3,339)
|
+0%
|
|
2026 Q1
|
0.02%
|
49,368
|
$56.98
|
$2,812,989
|
+122.23% (+27,153)
|
+0.01%
|
|
2025 Q4
|
0.00%
|
22,215
|
$16.35
|
$363,215
|
new
|
+0%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.