What smart money is saying about Aehr Test Systems
AEHR
No fund has written a full thesis on Aehr Test Systems in our archive, but 2 fund letters report a position in it — most recently Baillie Gifford Discovery in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Aehr Test Systems on record in the archive was reported in Q2 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- TrimmedBaillie Gifford DiscoveryJune 2026
“Aehr Test Systems is a good example. Aehr provides semiconductor testing equipment, which is increasingly relevant for demanding AI, silicon photonics and power semiconductor applications. We admire a lot about the business and are very excited by the remaining opportunity. But after a significant rerating, we materially reduced the position.”
Aehr Test Systems - June 2026
“The top contributors to relative performance in the period were Vishay Precision Group, AEHR Test Systems, and Rackspace Technology.”
Aehr Test Systems
Read the letters behind these Aehr Test Systems positions
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