Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$86,782,534
+$43,876,750 QoQ
Shares Held
1,174,165
-16.2% QoQ
Ownership
2.48%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#8
of 349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026SYSTEMATIC FINANCIAL MANAGEMENT LP holds $182,689,446 across 6 Semiconductor Equipment & Materials names. COHU ranks #1 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHU |
Cohu Inc
This page
|
1,174,165 | $86,782,534 | |
| 2 | ONTO |
Onto Innovation Inc.
|
122,143 | $46,225,017 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
188,684 | $25,238,370 | |
| 4 | IPGP |
Ipg Photonics Corp
|
153,046 | $17,955,356 | |
| 5 | LRCX |
Lam Research Corp
|
9,300 | $4,029,969 | |
| 6 | AMAT |
Applied Materials Inc /De
|
3,400 | $2,458,200 |
All Filings in COHU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,782,534 | 1,174,165 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $42,905,784 | 1,401,234 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $35,860,977 | 1,541,082 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $31,346,359 | 1,541,877 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $19,793,457 | 1,028,766 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $13,824,222 | 939,784 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $24,620,229 | 922,106 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $22,753,417 | 885,347 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $26,721,960 | 807,310 | Shares | Other | 2024-08-16 | |
| 2024-03-31 | $28,005,032 | 840,235 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $28,034,364 | 792,155 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $27,236,907 | 790,851 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $33,202,242 | 798,899 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $30,417,931 | 792,340 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $27,319,675 | 852,408 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $23,149,563 | 897,966 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,733,462 | 963,368 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $31,993,722 | 1,080,869 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $41,290,245 | 1,084,018 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $38,360,930 | 1,201,031 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $44,076,995 | 1,198,070 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $37,705,789 | 901,190 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $32,435,628 | 849,545 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $15,217,975 | 885,796 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $18,240,604 | 1,051,938 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $15,380,255 | 1,242,347 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||