John Overdeck’s Aehr Test Systems AEHR Stock Holding History

John Overdeck’s Portfolio AEHR Stock Details AEHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$112M	Buy	1,164,614 +950,242	+443%	+$86.8M	0.08%	279
2026 Q1	$7.95M	Sell	214,372 -141,202	-40%	-$4.52M	0.01%	1589
2025 Q4	$7.18M	Buy	355,574 +250,247	+238%	+$6.05M	0.01%	1385
2025 Q3	$3.17M	Buy	+105,327	New	+$2.28M	﹤0.01%	1809
2025 Q2	–	Sell	-48,984	Closed	-$357K	–	3157
2025 Q1	$357K	Buy	48,984 +360	+0.7%	+$3.98K	﹤0.01%	2648
2024 Q4	$809K	Buy	48,624 +5,276	+12%	+$70.3K	﹤0.01%	2306
2024 Q3	$557K	Sell	43,348 -291,295	-87%	-$4.21M	﹤0.01%	2417
2024 Q2	$3.74M	Buy	334,643 +287,850	+615%	+$3.35M	0.01%	1149
2024 Q1	$580K	Buy	+46,793	New	+$780K	﹤0.01%	2265
2022 Q3	–	Sell	-16,596	Closed	-$124K	–	2442
2022 Q2	$124K	Sell	16,596 -326,457	-95%	-$2.71M	﹤0.01%	2244
2022 Q1	$3.48M	Buy	343,053 +263,089	+329%	+$3.36M	0.01%	1104
2021 Q4	$1.93M	Buy	+79,964	New	+$1.56M	﹤0.01%	1941

Other funds holding AEHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

John Overdeck's AEHR Position: Q2 2026 in Review

John Overdeck increased its Aehr Test Systems (AEHR) stake by 443% in Q2 2026, buying an estimated $86.8M and bringing the position to 1,164,614 shares worth $112M. The position accounts for 0.08% of the portfolio, ranked #279.

John Overdeck first reported a position in AEHR in Q4 2021 and has held it in 12 quarters since. 261 funds tracked by Wall St. Rank hold AEHR as of Q2 2026.

John Overdeck held 1,164,614 shares of Aehr Test Systems worth $112M as of Q2 2026.
John Overdeck bought 950,242 Aehr Test Systems shares in Q2 2026, an estimated $86.8M.
Aehr Test Systems made up 0.08% of John Overdeck's portfolio in Q2 2026, its #279 holding.
John Overdeck first reported a position in Aehr Test Systems in Q4 2021 and has held it in 12 quarters since.
261 funds tracked by Wall St. Rank held Aehr Test Systems as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.