Position in AEHR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$111,872,820
+$103,923,907 QoQ
Shares Held
1,164,614
+443.3% QoQ
Ownership
3.57%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#4
of 262 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AEHR Over Time
Shares Held
Position Value (USD)
Derivatives in AEHR
reported options exposure · as of Jun 30, 2026CallValue
$643,602
CallShares
6,700
PutValue
$941,388
PutShares
9,800
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 Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $2,573,468,005 across 27 Semiconductor Equipment & Materials names. AEHR ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
461,505 | $918,136,461 | |
| 2 | Q |
Qnity Electronics, Inc.
|
1,731,805 | $282,821,074 | |
| 3 | ONTO |
Onto Innovation Inc.
|
632,976 | $239,549,767 | |
| 4 | TER |
Teradyne, Inc
|
469,082 | $226,960,634 | |
| 5 | AEHR |
Aehr Test Systems
This page
|
1,164,614 | $111,872,820 | |
| 6 | ENTG |
Entegris Inc
|
551,105 | $99,121,745 | |
| 7 | LRCX |
Lam Research Corp
|
225,152 | $97,565,116 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
1,069,101 | $92,188,579 |
All Filings in AEHR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,602 | 6,700 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $111,872,820 | 1,164,614 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $941,388 | 9,800 | Put | Sole | 2026-08-14 | |
| 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. | ||||||