Position in AEHR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$46,147,221
+$40,004,069 QoQ
Shares Held
480,400
+190.0% QoQ
Ownership
1.47%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 262 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in AEHR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MORGAN STANLEY holds $29,892,744,265 across 29 Semiconductor Equipment & Materials names. AEHR ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
13,523,832 | $9,777,730,536 | |
| 2 | LRCX |
Lam Research Corp
|
19,217,787 | $8,327,643,631 | |
| 3 | KLAC |
Kla Corp
|
17,114,793 | $5,163,704,186 | |
| 4 | ASML |
Asml Holding NV
|
1,788,291 | $3,557,697,459 | |
| 5 | TER |
Teradyne, Inc
|
1,914,643 | $926,380,861 | |
| 6 | Q |
Qnity Electronics, Inc.
|
3,367,542 | $549,953,279 | |
| 7 | ENTG |
Entegris Inc
|
1,527,094 | $274,663,118 | |
| 8 | ONTO |
Onto Innovation Inc.
|
488,517 | $184,879,251 |
All Filings in AEHR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,147,221 | 480,400 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,143,152 | 165,673 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,942,165 | 244,783 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,687,826 | 89,267 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,627,309 | 203,195 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,307,758 | 179,391 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,662,250 | 280,352 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,597,933 | 202,174 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,769,870 | 158,449 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $5,062,879 | 408,297 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $5,985,323 | 225,606 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $25,698,570 | 562,332 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $18,036,848 | 437,257 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $11,970,707 | 385,903 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,924,044 | 344,480 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,727,205 | 122,497 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $564,734 | 75,298 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,651,597 | 162,559 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,618,257 | 108,282 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,604,611 | 117,554 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,592 | 4,200 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $10,584 | 4,200 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,626 | 4,200 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,838 | 4,200 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,232 | 4,200 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,014 | 4,200 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||