PDT Partners, LLC AEIS ADVANCED ENERGY INDS COM

Ownership history in PDT Partners, LLC  ·  24 quarters on record

AI Ownership Summary

PDT Partners, LLC reported ADVANCED ENERGY INDS COM (AEIS) in 24 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.22% in 2026 Q2. The latest visible filing shows AEIS at 1.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AEIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PDT Partners, LLC's position in ADVANCED ENERGY INDS COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AEIS was reported at 1.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.22% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PDT Partners, LLC held AEIS — position size vs. price
% of Fund (quarterly)    AEIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 62,188 +58,888 +1784.5% 1.22% $23.2M 2026-08-14 $330.14
2026 Q1 REDUCED 61.0% +7.9% 3,300 -5,154 -61.0% 0.06% $1.1M 2026-05-15 $323.25
2024 Q2 ADDED 8,454 +2,076 +32.5% 0.09% $919K 2024-08-15 $107.44
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PDT Partners, LLC and AEIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has PDT Partners, LLC reported owning AEIS?

PDT Partners, LLC reported AEIS across 3 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported AEIS position in PDT Partners, LLC's portfolio?

The largest reported portfolio weight for AEIS was 1.22% in 2026 Q2.

What is the latest reported AEIS position on this page?

The most recent filing on this page is 2026 Q2, when PDT Partners, LLC reported 62,188 shares, equal to 1.22% of portfolio, with an estimated market value of $23.2M.

What does the chart on this AEIS ownership page compare?

The chart compares PDT Partners, LLC's quarterly AEIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PDT Partners, LLC time their AEIS position?

Based on 13F filing dates vs. subsequent AEIS price moves, PDT Partners, LLC correctly timed 11 out of 21 reported position changes (52%). The annualised alpha on AEIS relative to SPY over the holding period was -21.1%.

← Back to PDT Partners, LLC Holdings