Position in COHU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$72,311,326
+$1,686,572 QoQ
Shares Held
978,370
-57.6% QoQ
Ownership
2.07%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#14
of 349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026VICTORY CAPITAL MANAGEMENT INC holds $4,544,309,261 across 23 Semiconductor Equipment & Materials names. COHU ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
3,872,736 | $1,168,443,178 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,569,763 | $1,134,938,649 | |
| 3 | ASML |
Asml Holding NV
|
476,010 | $946,993,286 | |
| 4 | LRCX |
Lam Research Corp
|
1,412,598 | $612,121,091 | |
| 5 | ACLS |
Axcelis Technologies Inc
|
1,134,007 | $214,837,626 | |
| 6 | IPGP |
Ipg Photonics Corp
|
1,315,485 | $154,332,700 | |
| 7 | COHU |
Cohu Inc
This page
|
978,370 | $72,311,326 | |
| 8 | TER |
Teradyne, Inc
|
128,733 | $62,286,174 |
All Filings in COHU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,311,326 | 978,370 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $70,624,754 | 2,306,491 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $57,534,609 | 2,472,480 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $59,657,368 | 2,934,450 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $79,905,874 | 4,153,112 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $54,897,440 | 3,731,981 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $84,018,144 | 3,146,747 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $86,308,001 | 3,358,288 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $103,744,204 | 3,134,266 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $105,158,449 | 3,155,069 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $105,367,319 | 2,977,319 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $99,081,503 | 2,876,931 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $129,814,322 | 3,123,540 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $124,172,915 | 3,234,512 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $97,441,807 | 3,040,306 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $72,177,090 | 2,799,732 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $77,742,624 | 2,801,536 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $71,592,720 | 2,418,673 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $68,667,661 | 1,802,774 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $22,019,659 | 689,407 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $32,153,172 | 873,965 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $33,787,055 | 807,530 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $35,294,241 | 924,417 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $21,006,140 | 1,222,709 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $20,292,603 | 1,170,277 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $24,185,728 | 1,953,613 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||