Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,280,430
-$9,407,193 QoQ
Shares Held
98,504
-81.9% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 349 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Derivatives in COHU
reported options exposure · as of Jun 30, 2026CallValue
$813,010
CallShares
11,000
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 Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026D. E. Shaw & Co., Inc. holds $1,402,689,973 across 23 Semiconductor Equipment & Materials names. COHU ranks #17 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
396,944 | $286,990,512 | |
| 2 | AXTI |
Axt Inc
|
2,250,085 | $162,186,126 | |
| 3 | ONTO |
Onto Innovation Inc.
|
371,752 | $140,689,544 | |
| 4 | AEHR |
Aehr Test Systems
|
1,177,421 | $113,103,061 | |
| 5 | TER |
Teradyne, Inc
|
198,782 | $96,178,682 | |
| 6 | LRCX |
Lam Research Corp
|
206,424 | $89,449,711 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
619,802 | $88,377,566 | |
| 8 | ICHR |
Ichor Holdings, Ltd.
|
652,188 | $73,227,668 |
All Filings in COHU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $813,010 | 11,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $7,280,430 | 98,504 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $16,687,623 | 544,991 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,677,635 | 544,806 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,355,714 | 263,439 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,686,249 | 191,593 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,604,245 | 448,963 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,164,602 | 230,884 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,081,570 | 236,637 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,690,669 | 262,558 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,622,637 | 198,699 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,023,928 | 141,959 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,345,707 | 126,182 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,914,586 | 46,068 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,751,543 | 45,625 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,022,074 | 31,890 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $416,914 | 16,172 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $242,785 | 6,374 | Shares | Defined | 2022-02-14 | |
| 2021-03-31 | $985,332 | 23,550 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,579,582 | 41,372 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $818,283 | 47,630 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,132,284 | 65,299 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $845,665 | 68,309 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||