Position in AEHR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,454,819
+$11,469,172 QoQ
Shares Held
410,731
-45.6% QoQ
Ownership
1.26%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#15
of 262 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in AEHR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NEXT CENTURY GROWTH INVESTORS LLC holds $129,153,424 across 6 Semiconductor Equipment & Materials names. AEHR ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEHR |
Aehr Test Systems
This page
|
410,731 | $39,454,819 | |
| 2 | IPGP |
Ipg Photonics Corp
|
270,752 | $31,764,624 | |
| 3 | UCTT |
Ultra Clean Holdings, Inc.
|
220,115 | $31,386,197 | |
| 4 | ICHR |
Ichor Holdings, Ltd.
|
142,610 | $16,012,250 | |
| 5 | AMAT |
Applied Materials Inc /De
|
10,860 | $7,851,780 | |
| 6 | ASML |
Asml Holding NV
|
1,349 | $2,683,754 |
All Filings in AEHR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,454,819 | 410,731 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,985,647 | 754,737 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,155,096 | 552,506 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,320,778 | 276,346 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $2,049,422 | 165,276 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,475,637 | 168,701 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,439,044 | 294,071 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,072,678 | 292,671 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,951,813 | 288,582 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||