Position in AEHR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,489,091
+$2,328,712 QoQ
Shares Held
36,322
-5.8% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#72
of 262 holders
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in AEHR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Informed Momentum Co LLC holds $71,119,552 across 15 Semiconductor Equipment & Materials names. AEHR ranks #10 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLIC |
Kulicke & Soffa Industries Inc
|
67,458 | $9,023,182 | |
| 2 | FORM |
Formfactor Inc
|
55,601 | $8,892,267 | |
| 3 | COHU |
Cohu Inc
|
115,726 | $8,553,308 | |
| 4 | ACLS |
Axcelis Technologies Inc
|
35,066 | $6,643,253 | |
| 5 | ICHR |
Ichor Holdings, Ltd.
|
58,336 | $6,549,966 | |
| 6 | ONTO |
Onto Innovation Inc.
|
16,786 | $6,352,661 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
41,163 | $5,869,432 | |
| 8 | CAMT |
Camtek Ltd
|
26,969 | $4,399,183 |
All Filings in AEHR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,489,091 | 36,322 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $1,160,379 | 38,538 | Shares | Sole | 2025-11-14 | |
| 2023-09-30 | $5,091,756 | 111,417 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,801,682 | 92,162 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,859,578 | 92,185 | Shares | Sole | 2023-07-12 | |
| 2022-12-31 | $3,318,550 | 165,102 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,365,924 | 309,640 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $5,564,930 | 230,146 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,688,814 | 416,763 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||