Position in AEHR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,355,041
+$3,411,038 QoQ
Shares Held
66,157
-16.7% QoQ
Ownership
0.203%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#53
of 262 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEHR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $417,998,740 across 7 Semiconductor Equipment & Materials names. AEHR ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
859,036 | $372,246,069 | |
| 2 | ASML |
Asml Holding NV
|
15,427 | $30,691,089 | |
| 3 | AEHR |
Aehr Test Systems
This page
|
66,157 | $6,355,041 | |
| 4 | AXTI |
Axt Inc
|
52,707 | $3,799,120 | |
| 5 | VECO |
Veeco Instruments Inc
|
48,314 | $3,662,201 | |
| 6 | CAMT |
Camtek Ltd
|
4,113 | $670,912 | |
| 7 | FORM |
Formfactor Inc
|
3,591 | $574,308 |
All Filings in AEHR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,355,041 | 66,157 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,944,003 | 79,396 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $607,941 | 30,111 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $701,803 | 23,308 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $271,530 | 21,000 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||