Avax One Technology
AVX on Nasdaq. Market value $47m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 16 funds in all.
Largest holders overall
- Cantor Fitzgerald, L. P.$5m
- Steadfast Capital Management LP$2m
- Kathmere Capital Management$2m
- Yorkville Advisors Global, LP$2m
- Saba Capital Management, L.P.$2m
- Galaxy Digital$1m
- Annis Gardner Whiting Capital Advisors$907,861New
- Citadel Advisors$625,919
- Susquehanna International Group, LLP$234,972
- Cerity Partners$183,259
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
6 investors own more than 5%.
- PHILIP H. PRESSPassive investorat least 19.3%(filed with 5 related holders)Since 22 September 2026
- Ayrton Capital LLCPassive investorat least 10.0%(filed with 2 related holders)Since 31 March 2025
- Wei ZhuPassive investorat least 9.9%+4.2 pts(filed with 3 related holders)Since 31 March 2026
- Zhang YechuanInsider or founderat least 9.9%(filed with 3 related holders)Since 5 November 2025
What they said
The disclosure set forth above in Item 3 of the Schedule 13D is hereby incorporated by reference in its entirety into this Item 4. On November 5, 2025, the Board appointed Mr. Zhang to the Board to fill the vacancies created by the resignation of certain directors until the…
Read the filing - STEADFAST CAPITAL MANAGEMENT LPPassive investorat least 6.4%(filed with 3 related holders)Since 5 November 2025
- Saba Capital Management, L.P.Passive investorat least 5.1%(filed with 2 related holders)Since 13 August 2026
- Pioneer Capital AnstaltPassive investorSold down below 5%Since 30 September 2025
| Holder | Stake | Since | |
|---|---|---|---|
PHILIP H. PRESS Passive investor | at least 19.3% (filed with 5 related holders) | 22 September 2026 | |
Ayrton Capital LLC Passive investor | at least 10.0% (filed with 2 related holders) | 31 March 2025 | |
Wei Zhu Passive investor | at least 9.9%+4.2 pts (filed with 3 related holders) | 31 March 2026 | |
Zhang Yechuan Insider or founder | at least 9.9% (filed with 3 related holders) | 5 November 2025 | What they saidThe disclosure set forth above in Item 3 of the Schedule 13D is hereby incorporated by reference in its entirety into this Item 4. On November 5, 2025, the Board appointed Mr. Zhang to the Board to fill the vacancies created by the resignation of certain directors until the… Read the filing |
STEADFAST CAPITAL MANAGEMENT LP Passive investor | at least 6.4% (filed with 3 related holders) | 5 November 2025 | |
Saba Capital Management, L.P. Passive investor | at least 5.1% (filed with 2 related holders) | 13 August 2026 | |
Pioneer Capital Anstalt Passive investor | Sold down below 5% | 30 September 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 2 insiders bought $11,025 of shares on the open market.
- KAHN JOLIEChief Executive OfficerBought
- Date
- 24 November 2025
- Shares
- 1,000
- Price
- $1.70
- Value
- $1,700
- Polimeni Christopher VincentChief Financial OfficerBought
- Date
- 21 November 2025
- Shares
- 2,500
- Price
- $1.75
- Value
- $4,375
- KAHN JOLIEChief Executive OfficerBought
- Date
- 21 November 2025
- Shares
- 3,000
- Price
- $1.65
- Value
- $4,950
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 24 November 2025 | KAHN JOLIE Chief Executive Officer | Bought | 1,000 | $1.70 | $1,700 |
| 21 November 2025 | Polimeni Christopher Vincent Chief Financial Officer | Bought | 2,500 | $1.75 | $4,375 |
| 21 November 2025 | KAHN JOLIE Chief Executive Officer | Bought | 3,000 | $1.65 | $4,950 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 31 Mar 2026, plus the 10-Q filed 13 Aug 2026 and 10 later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.