Position in AEHR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$844,497
+$199,225 QoQ
Shares Held
22,775
-28.7% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Brevan Howard Capital Management LP holds $51,602,462 across 19 Semiconductor Equipment & Materials names. AEHR ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
60,065 | $12,833,487 | |
| 2 | AMAT |
Applied Materials Inc /De
|
32,721 | $11,183,710 | |
| 3 | TER |
Teradyne, Inc
|
32,726 | $9,701,949 | |
| 4 | AXTI |
Axt Inc
|
74,979 | $4,272,302 | |
| 5 | ASML |
Asml Holding NV
|
2,408 | $3,180,558 | |
| 6 | ONTO |
Onto Innovation Inc.
|
11,210 | $2,298,834 | |
| 7 | AMBA |
Ambarella Inc
|
30,759 | $1,583,473 | |
| 8 | COHU |
Cohu Inc
|
42,446 | $1,299,696 |
All Filings in AEHR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $844,497 | 22,775 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $645,272 | 31,960 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $419,612 | 13,936 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||