VICTORY CAPITAL MANAGEMENT INC

CIK

1040188

City

San Antonio

State / Country

Stock

COHU — Cohu Inc

Top Portfolio Positions

2,262 positions · $145,474,595,153 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	32,786,013	$5,717,880,667	3.93%
AAPL	Apple Inc. Technology	18,706,629	$4,747,555,373	3.26%
MSFT	Microsoft Corp Technology	10,712,913	$3,965,599,005	2.73%
AMZN	Amazon Com Inc Consumer Cyclical	16,957,418	$3,531,721,446	2.43%
GOOGL	Alphabet Inc. Communication Services	9,903,111	$2,847,738,599	1.96%
LLY	ELI LILLY & Co Healthcare	1,866,854	$1,717,076,303	1.18%
AVGO	Broadcom Inc. Technology	5,150,233	$1,594,048,615	1.10%
V	Visa Inc. Financial Services	4,905,279	$1,482,571,524	1.02%
META	Meta Platforms, Inc. Communication Services	2,584,702	$1,478,785,555	1.02%
BAC	Bank Of America Corp /De/ Financial Services	25,400,756	$1,238,286,855	0.85%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$70,624,754	2,306,491	-6.7%	Shares	Sole	2026-05-15
2025-12-31	$57,534,609	2,472,480	-15.7%	Shares	Sole	2026-02-13
2025-09-30	$59,657,368	2,934,450	-29.3%	Shares	Sole	2025-11-12
2025-06-30	$79,905,874	4,153,112	+11.3%	Shares	Sole	2025-08-13
2025-03-31	$54,897,440	3,731,981	+18.6%	Shares	Sole	2025-05-02
2024-12-31	$84,018,144	3,146,747	-6.3%	Shares	Sole	2025-02-06
2024-09-30	$86,308,001	3,358,288	+7.1%	Shares	Sole	2024-11-05
2024-06-30	$103,744,204	3,134,266	-0.7%	Shares	Sole	2024-08-05
2024-03-31	$105,158,449	3,155,069	+6.0%	Shares	Sole	2024-05-03
2023-12-31	$105,367,319	2,977,319	+3.5%	Shares	Sole	2024-02-05
2023-09-30	$99,081,503	2,876,931	-7.9%	Shares	Sole	2023-11-06
2023-06-30	$129,814,322	3,123,540	-3.4%	Shares	Sole	2023-07-27
2023-03-31	$124,172,915	3,234,512	+6.4%	Shares	Sole	2023-05-02
2022-12-31	$97,441,807	3,040,306	+8.6%	Shares	Sole	2023-04-25
2022-09-30	$72,177,090	2,799,732	-0.1%	Shares	Sole	2022-11-02
2022-06-30	$77,742,624	2,801,536	+15.8%	Shares	Sole	2022-08-01
2022-03-31	$71,592,720	2,418,673	+34.2%	Shares	Sole	2022-05-04
2021-12-31	$68,667,661	1,802,774	+161.5%	Shares	Sole	2022-02-07
2021-09-30	$22,019,659	689,407	-21.1%	Shares	Sole	2021-11-02
2021-06-30	$32,153,172	873,965	+8.2%	Shares	Sole	2021-08-03
2021-03-31	$33,787,055	807,530	-12.6%	Shares	Sole	2021-05-04
2020-12-31	$35,294,241	924,417	-24.4%	Shares	Sole	2021-02-01
2020-09-30	$21,006,140	1,222,709	+4.5%	Shares	Sole	2020-11-09
2020-06-30	$20,292,603	1,170,277	-40.1%	Shares	Sole	2020-08-07
2020-03-31	$24,185,728	1,953,613	—	Shares	Sole	2020-05-12
No 13F history on record for this holder in this stock.