Position in AEHR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,553,228
+$2,357,597 QoQ
Shares Held
95,826
+61.8% QoQ
Ownership
0.305%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEHR Over Time
Shares Held
Position Value (USD)
Derivatives in AEHR
reported options exposure · as of Mar 31, 2026CallValue
$3,708,000
CallShares
100,000
PutValue
$0
PutShares
0
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, 2026MILLENNIUM MANAGEMENT LLC holds $1,444,290,907 across 27 Semiconductor Equipment & Materials names. AEHR ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,588,727 | $339,447,410 | |
| 2 | AMAT |
Applied Materials Inc /De
|
888,907 | $303,819,523 | |
| 3 | TER |
Teradyne, Inc
|
652,110 | $193,324,530 | |
| 4 | ASML |
Asml Holding NV
|
119,940 | $158,420,350 | |
| 5 | Q |
Qnity Electronics, Inc.
|
798,825 | $92,168,428 | |
| 6 | AMBA |
Ambarella Inc
|
1,512,539 | $77,865,507 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
685,436 | $42,620,410 | |
| 8 | AXTI |
Axt Inc
|
739,194 | $42,119,274 |
All Filings in AEHR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,553,228 | 95,826 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $3,708,000 | 100,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $1,195,631 | 59,219 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,768,269 | 58,727 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $658,681 | 39,608 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $236,146 | 14,200 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $728,145 | 56,665 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,135,636 | 191,194 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,130,098 | 91,137 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $124,000 | 10,000 | Call | Sole | 2024-05-15 | |
| 2023-12-31 | $9,953,047 | 375,162 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $864,878 | 32,600 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $2,587,351 | 56,616 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $635,868 | 15,415 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,898,748 | 125,685 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $258,003 | 12,836 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $218,535 | 15,499 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $240,862 | 32,115 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,796,094 | 176,781 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,693,543 | 70,039 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $144,266 | 10,569 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $341,250 | 25,000 | Call | Sole | 2021-11-15 | |
| 2020-12-31 | $190,402 | 75,258 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||