Position in COHR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$125,744,145
+$53,605,148 QoQ
Shares Held
527,871
+35.1% QoQ
Ownership
0.270%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 99.24375462944545.ToString("F0")%
Shared 0.ToString("F0")%
None 0.7562453705545483.ToString("F0")%
Common Shares in COHR Over Time
Shares Held
Position Value (USD)
Derivatives in COHR
reported options exposure · as of Mar 31, 2025CallValue
$649,400
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Scientific & Technical Instruments
Technology · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $262,704,456 across 14 Scientific & Technical Instruments names. COHR ranks #1 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
This page
|
527,871 | $125,744,145 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
126,888 | $35,829,360 | |
| 3 | MKSI |
Mks Inc
|
117,132 | $26,918,101 | |
| 4 | GRMN |
Garmin Ltd
|
105,463 | $24,468,468 | |
| 5 | FTV |
Fortive Corp
|
267,203 | $14,770,978 | |
| 6 | TDY |
Teledyne Technologies Inc
|
24,353 | $14,733,804 | |
| 7 | TRMB |
Trimble Inc.
|
140,466 | $9,162,595 | |
| 8 | ST |
Sensata Technologies Holding plc
|
86,871 | $3,059,593 |
All Filings in COHR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $125,744,145 | 527,871 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $72,138,997 | 390,849 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $39,156,863 | 363,506 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,208,300 | 69,592 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $4,330,716 | 66,688 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $649,400 | 10,000 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $6,777,738 | 71,548 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,134,076 | 68,992 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,473,762 | 20,339 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,570,758 | 58,904 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $766,125 | 17,600 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $580,271 | 17,778 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,116,510 | 21,901 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,033,375 | 27,137 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $720,531 | 20,528 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $11,824,916 | 339,309 | Shares | Defined | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||