Position in COHU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,793,668
+$23,691,320 QoQ
Shares Held
578,997
-7.2% QoQ
Ownership
1.22%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#26
of 349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026PARADIGM CAPITAL MANAGEMENT INC/NY holds $854,607,758 across 12 Semiconductor Equipment & Materials names. COHU ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ONTO |
Onto Innovation Inc.
|
1,101,438 | $416,839,211 | |
| 2 | VECO |
Veeco Instruments Inc
|
2,065,399 | $156,557,244 | |
| 3 | ENTG |
Entegris Inc
|
523,700 | $94,192,682 | |
| 4 | UCTT |
Ultra Clean Holdings, Inc.
|
608,200 | $86,723,238 | |
| 5 | COHU |
Cohu Inc
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|
578,997 | $42,793,668 | |
| 6 | TER |
Teradyne, Inc
|
48,650 | $23,538,816 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
166,825 | $22,314,512 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
24,000 | $4,546,800 |
All Filings in COHU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,793,668 | 578,997 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $19,102,348 | 623,852 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $21,289,653 | 914,897 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $16,566,896 | 814,899 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,909,056 | 774,899 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,232,645 | 967,549 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $12,809,298 | 479,749 | Shares | Defined | 2025-02-18 | |
| 2024-09-30 | $19,088,263 | 742,734 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,715,981 | 595,649 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,852,980 | 595,649 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,864,851 | 533,056 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,395,127 | 476,049 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,784,596 | 476,049 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,275,520 | 476,049 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,055,254 | 625,749 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $26,028,751 | 1,009,649 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $28,017,759 | 1,009,649 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $30,448,010 | 1,028,649 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $34,450,461 | 904,449 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $36,243,883 | 1,134,749 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $40,908,603 | 1,111,949 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $40,929,938 | 978,249 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $23,138,950 | 606,049 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $8,594,277 | 500,249 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,311,419 | 190,970 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $769,404 | 62,149 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||