Position in AEHR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,948,913
+$769,874 QoQ
Shares Held
214,372
-39.7% QoQ
Ownership
0.682%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 99.20698598697591.ToString("F0")%
Shared 0.ToString("F0")%
None 0.793014013024089.ToString("F0")%
Common Shares in AEHR Over Time
Shares Held
Position Value (USD)
Derivatives in AEHR
reported options exposure · as of Dec 31, 2025CallValue
$312,945
CallShares
15,500
PutValue
$260,451
PutShares
12,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $1,761,838,446 across 27 Semiconductor Equipment & Materials names. AEHR ranks #18 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
378,950 | $500,528,528 | |
| 2 | LRCX |
Lam Research Corp
|
1,502,227 | $320,965,820 | |
| 3 | TER |
Teradyne, Inc
|
839,431 | $248,857,714 | |
| 4 | Q |
Qnity Electronics, Inc.
|
1,428,255 | $164,792,061 | |
| 5 | AMAT |
Applied Materials Inc /De
|
443,650 | $151,635,133 | |
| 6 | ONTO |
Onto Innovation Inc.
|
312,662 | $64,117,596 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
1,213,894 | $54,661,646 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
581,131 | $36,134,725 |
All Filings in AEHR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,948,913 | 214,372 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $312,945 | 15,500 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $7,179,039 | 355,574 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $260,451 | 12,900 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $3,171,395 | 105,327 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $357,093 | 48,984 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $808,617 | 48,624 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $557,021 | 43,348 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,737,962 | 334,643 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $580,233 | 46,793 | Shares | Sole | 2024-05-15 | |
| 2022-06-30 | $124,470 | 16,596 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,485,418 | 343,053 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,933,529 | 79,964 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||